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Elite Complex Accounts & Estate Specialist

Student-Friendly Entry-Level
Company

Richardson Wealth

Location

toronto, Canada

Posted

June 02, 2026

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About This Opportunity

A leading wealth management firm in Toronto seeks a Complex Account & Estate Service Specialist to support Investment Advisors with complex account management. This role requires strong analytical skills, regulatory knowledge, and experience in wealth management. Responsibilities include acting as a central contact for inquiries, providing documentation support, and collaborating with internal teams to enhance service efficiency. A competitive salary and comprehensive benefits are offered.
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