Cardinal Point, Focus Partners Canada
Client Relationship Specialist
Montreal, Quebec, Canada · Full-time
Sponsorship not specified$65k-$75kDetected 11 hours ago
ComplianceAuditingOnboardingCustomer 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 on-site role for a Client Relationship Specialist located in Montreal, Quebec, Canada.
- Assist PMs with all administrative issues, including reviewing transfer-ins, servicing
Responsibilities
- Perform FX conversion
Skills
- filter client database through international terrorist and PEP data
Compensation
- The annualized base pay range for this role is expected to be between $65,000-$75,000.00 CAD.
Apply directly at Cardinal Point, Focus Partners Canada →Create a free account for alerts like thisView Cardinal Point, Focus Partners Canada immigration profile
This listing is sourced directly from Cardinal Point, Focus Partners Canada's careers page and normalized into a canonical job model.