Complex Account & Estate Service Specialist
Richardson WealthToronto, Ontario, Canada
Posted February 19, 2026
84000 - 100000 CAD
Full Time
About the Company
Richardson Wealth is a leading Canadian wealth management organization that offers a personal touch while delivering big results.
Job Description
Richardson Wealth is seeking a Complex Account & Estate Service Specialist to support Investment Advisors and their teams in providing end-to-end service for complex and estate accounts. The ideal candidate will have extensive knowledge of regulatory requirements, account opening, and wealth industry back-office practices.
Requirements
- In-depth knowledge of regulatory requirements (KYC/AML/QI/FATCA/CRS)
- Proven working experience working with account opening in Wealth Management
- Strong understanding of opening Complex Account and Estate Accounts
- Strong skills working with business applications/technology, including Microsoft Office Suite
- Proven relationship management and analytical skills
Benefits
- Performance-based incentive plan
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off