About Us

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high‑performing, advisor‑centric culture.

Position Overview

The Complex Account & Estate Service Specialist will be highly engaged in supporting Investment Advisors and their teams utilizing their extensive operational knowledge with end‑to‑end service to assist, create efficiencies and make tasks easier on Complex & Estate Accounts.

This is an existing vacancy.

Duties And Responsibilities

• As a trusted partner and resource, act as central point of contact for all types of complex accounts (Trusts, IPPs, Multi‑layered Corp) and Estates inquiries.
• Provide gu...