← Back to opportunities
About the Role
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.
#J-18808-Ljbffr
#J-18808-Ljbffr
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
Apply for this Position