Cardinal Point, Focus Partners Canada

Client Relationship Specialist

Toronto, Ontario, Canada · Full-time

Sponsorship not specified$50k-$80kDetected 14 days ago

CRMTaxCustomer SupportCommunication

About the role

Cardinal Point Wealth Management, ULC is a Canada-U.S. cross-border wealth management firm that specializes in providing personalized investment, tax, estate, transition, and financial planning solutions to affluent individuals and families.
This is a full-time, permanent, on-site role for a Client Relationship Specialist located in Toronto, Ontario, Canada.
Oversee a large number of these projects with deadlines.

Clients seek a long-term relationship with a trusted wealth manager to simplify their financial lives and manage their investments effectively.
Manage, complete, and track account paperwork for multiple clients and custodians in both US and Canada. Oversee a large number of these projects with deadlines.
Manage cashiering including money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in both US and Canada. Oversee a large quantity of these projects with deadlines.
Coordinate the onboarding of new clients and working with the client service team to collect data from the clients to support the investment, financial planning, and tax planning and compliance needs for clients.
Administration to support the investment strategy, financial planning. tax planning and compliance requirements to serve clients to support their financial services.
Assist with administrative support for the support document requirements for the filing of client tax returns.
Manage, complete, and track account paperwork for multiple clients and custodians in both US and Canada.
Manage cashiering including money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in both US and Canada.

Previous experience in a wealth management or financial services environment is a plus

Participate in meetings, prepare agenda items and assisting in update meetings, including annual investment reviews, with the clients, taking notes for meetings, and coordinating the CRM notes and tasks required to record and automate mee

Participate in strategic projects and committees to help implement the company's strategic vision.
Financial planning support including collecting and organizing client financial planning documentation, as well as assisting the advisors in the creation of the clients' net worth, cash flow, and retirement plans

https://cardinalpointwealth.com/ or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only

This listing is sourced directly from Cardinal Point, Focus Partners Canada's careers page and normalized into a canonical job model.