Client Services Associate

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...