💼 Full-Time Position

Wealth Operations Specialist - Complex Accounts & Estates

🏢
Richardson Wealth Ltd
📍 toronto, on, Canada
📍
Location
toronto, Canada
📅
Posted
June 04, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

A leading wealth management organization in Toronto is seeking a Complex Account & Estate Service Specialist to support investment advisors. The role involves acting as a central contact for complex accounts and providing guidance on account openings. Ideal candidates will have in-depth knowledge of regulatory requirements, proven experience in Wealth Management, and strong analytical skills. The position offers competitive compensation and attractive benefits including health & dental coverage and performance-based incentives.
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