Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

The Onboarding Specialist is responsible for guiding clients through the onboarding process with professionalism and efficiency. Coordinating with internal teams to set clear expectations and ensure timely account set up and customization.

Responsibilities:

Serve as central point of contact for onboarding new clients

Coordinate between client, advisor, and additional support teams to execute & track client onboarding progress

Support data input for new clients in Salesforce and Portfolio Accounting Software

Prepare and track new client agreement, custodian account opening, maintenance, and transfers paperwork thru the process, including any SLOAs that need to be established

Reconcile transferred assets and ensure cost basis transferred properly

Confirm account set up at custodian and in Salesforce and Portfolio Accounting Software

Confirm billing is set up and if needed initiate initial invoice

Confirm any reporting is set up correctly

Confirm client portal is set correctly

Confirm any loose ends at prior custodian are done (RMDs, residual transfers, terminate auto payments)

Confirm any restrictions communicated to trading team





Ensure smooth handoff to Client Success Specialist

Requirements:

Bachelor’s degree from an accredited institution or strong equivalent experience

Preferred at least 3 years’ experience in Wealth management

Savvy with Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)

Experience with custodian interaction and project management preferred

Competencies:

Service oriented

Strong attention to detail

Excellent communication skills and responsiveness

Ability to identify, meet and follow through with tasks

Ability to work independently

Enjoy being part of a team

Continuous improvement mindset

Must be highly flexible and confidential with all client and firm matters

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is CA$42,500 to CA$71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance,



retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

WHAT WE OFFER

Located in the heart of downtown Toronto, just a short walk from Union Station

Training Reimbursement

Paid Qualified Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

Corient Canada is committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected].

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📌 Onboarding Specialist (Winnipeg)
🏢 CI Financial
📍 Winnipeg