Wealth Transition

1 week ago


Oakville, Canada Bellwether Investment Management Full time

A leading financial services firm in Oakville, Ontario is looking for a Family Wealth Transition Specialist. This role focuses on managing the transition of clients' accounts and requires excellent people skills and a strong client-service orientation. The successful candidate will coordinate meetings, review advisor holdings, and manage the transfer process. This is an opportunity to work in a supportive environment and make a significant impact on clients’ experiences.
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