Cardinal Point Wealth Management, ULC is seeking a Client Relationship Specialist in Montreal, Quebec, Canada. This full-time, on-site role focuses on delivering high-quality client service, assisting portfolio managers, and handling administrative tasks related to client accounts and communications with custodians.
Responsibilities include onboarding new clients, processing transfers and settlements, preparing documentation for tax reporting, and ensuring regulatory compliance.
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Wealth Client Relationship Manager in Montréal employer: Focus Partners Wealth
At Cardinal Point, we pride ourselves on being a leading employer in the cross-border wealth management sector, offering a dynamic and supportive work environment in Toronto. Our culture emphasizes collaboration, professional growth, and a client-first approach, ensuring that our employees are equipped with the tools and mentorship needed to excel in their careers. With competitive compensation, comprehensive benefits, and the opportunity to work closely with seasoned professionals, joining our team means becoming part of a forward-thinking organization dedicated to delivering exceptional service to high-net-worth clients.
