Wealth Operations Specialist - Complex Accounts & Estates

A leading wealth management organization in Toronto is seeking a Complex Account & Estate Service Specialist to support investment advisors. The role involves acting as a central contact for complex accounts and providing guidance on account openings. Ideal candidates will have in-depth knowledge of regulatory requirements, proven experience in Wealth Management, and strong analytical skills. The position offers competitive compensation and attractive benefits including health & dental coverage and performance-based incentives.
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