Complex Account & Estate Service Specialist

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 making 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 guidance ...