Client Relationship Specialist

Position Summary

At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding day-to-day service. This is an excellent opportunity for a detail-oriented, client-focused professional who thrives in a dynamic, independent work environment and enjoys being at the center of operational excellence in a growing wealth management firm.

This role is located in Toronto, Ontario, Canada. 

Primary Responsibilities

Qualifications 

This is an exempt position. The annualized base pay range for this role is expected to be between $65,000-$75, Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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Cardinal Point, Focus Partners Canada is a cross-border wealth management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. With a fiduciary-first approach, we deliver personalized investment, tax, estate, and financial planning solutions that span currencies, jurisdictions and generations.