Complex Accounts & Estates Specialist: Streamline Openings

Richardson Wealth • toronto, on, Canada • Posted May 30, 2026

Location toronto, on

Job Type Full-time

Category Finance

Posted May 30, 2026

                A leading Canadian wealth management firm is seeking a Complex Account & Estate Service Specialist in Toronto to support Investment Advisors with complex accounts and estate inquiries. The role requires expertise in regulatory requirements, strong communication skills in both English and French, and proficiency with business applications. The successful candidate will manage inquiries and support a high-performing team focused on client experience. This position offers a competitive salary and benefits.
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