Watson Investments is a family-owned wealth management firm based in downtown Oakville. Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wealth through every stage of life. We provide personalized, concierge-style financial planning with a focus on retirement, estate planning, tax-efficient strategies, and intergenerational wealth transfer. Our firm is built on trust, transparency, and a long-term commitment to helping clients make informed financial decisions.
What You Will Do
Account Operations & Processing
- Process a range of client transactions, including trades, transfers, contributions, withdrawals, and payments
- Complete documentation for account openings, updates, transfers, and ongoing maintenance
- Navigate multiple systems to gather, verify, and update client information
- Support advisors by responding to client calls and emails
- Prepare materials and documentation for client meetings
Special Projects & Administration
- Coordinate tax season documentation and requests
- Support estate settlement processes and related paperwork
What You Bring
- Comfortable working across multiple systems
- Knowledge of the financial services industry
- Exceptional attention to detail and accuracy
- Strong problem-solving skills
- Committed to outstanding client service
- Ability to multitask and manage competing priorities
- Enjoy being part of a collaborative, growing team
Requirements
- Minimum 5 years of industry experience
Office address: 220 Randall Street, Oakville ON L6J 1P7
Watson Investments is an equal opportunity employer
Watson Investments is dedicated to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. We welcome and encourage applications from all qualified individuals, regardless of gender, ethnicity, religion, sexual orientation or expression, disability, or age.
How to Apply
Interested candidates are invited to submit their resume via email to bernadette@watsoninvestments.com. Please note that only those selected for an interview will be contacted.
Client Services Associate in Oakville employer: Watson Investments
Join a leading wealth management firm in Oakville that prioritizes employee growth and development within a collaborative and inclusive work culture. With a strong commitment to outstanding client service, we offer competitive benefits and opportunities for professional advancement, making it an excellent place for those looking to thrive in the financial services industry.
