Position Summary
Cardinal Point Wealth Management, ULC is a Canada‑U.S. cross‑border wealth management firm that specializes in personalized investment, tax, estate, transition, and financial planning solutions for affluent individuals and families. This full‑time, permanent, on‑site role for a Client Relationship Specialist is located in Toronto, Ontario, Canada. The Specialist will ensure customer satisfaction, provide support, communicate effectively, apply analytical skills, and deliver exceptional client service daily.

Primary Responsibilities

Manage, complete, and track account paperwork for multiple clients and custodians in the U.S. and Canada, overseeing large numbers of projects with deadlines.

Handle cashiering, including money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in the U.S. and Canada, also overseeing a large volume with deadlines.

Coordinate onboarding of new clients and collaborate with the client service team to gather data that supports investment, financial planning, tax planning, and compliance needs.

Provide administrative support for investment strategy, financial planning, and tax planning compliance requirements.

Respond to client and employee inquiries by phone and email in a timely manner, including training on system and client portal usage.

Participate in strategic projects and committees to help implement the company's strategic vision.

Participate in meetings, prepare agendas, take notes, and coordinate CRM tasks to record and automate meeting schedules.

Serve as primary liaison with custodians for issues related to listed job functions, investigating and proposing efficient ways to perform tasks.

Assist with administrative support for document requirements for filing client tax returns.

Provide financial planning support by collecting and organizing client documentation and assisting advisors in building net‑worth, cash‑flow, and retirement plans.





Qualifications

Client satisfaction and client support skills

Strong communication skills

Analytical skills

Experience in client service

Excellent interpersonal skills

Ability to handle challenging situations professionally

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

Bachelor's degree in Business Administration or a related field

Compensation and Benefits
The annualized base pay range is expected to be between $50,000 and $80,000. Additional compensation may include an annual cash bonus and a comprehensive benefits package (medical, dental, vision, life insurance, and 401(k)).

Location
Toronto, Ontario, Canada

Equal Opportunity Employment
Focus is an equal chance employer and bases its employment decisions on the employee or candidate’s skill set, without regard to 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 provides reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed, please contact [email protected].

Applicable U.S. Law (for U.S. Applicants)
For California Applicants: Information on your California privacy rights can be found here . (Link removed.)

For Indiana Applicants: The employer must not discriminate against a prospective employee on the basis of veteran status.

For Maryland Applicants: The employer may not require polygraph tests as a condition of employment.

For Massachusetts Applicants: The employer may not require lie detector tests as a condition of employment.

For Montana Applicants: Employment is governed by the Wrongful Discharge from Employment Act.

For Rhode Island Applicants: The company complies fully with the Americans with Disabilities Act.

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📌 Client Relationship Specialist (Ontario)
🏢 Cardinal Point Wealth Management, ULC
📍 Ontario