Wealth Client Relationship Manager Montreal

Wealth Client Relationship Manager Montreal

30 Aug
|
Focus Partners Wealth
|
Montreal

30 Aug

Focus Partners Wealth

Montreal

Cardinal Point Wealth Management, ULC is seeking a Client Relationship Specialist in Montreal, Quebec, Canada. This full time, in office 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 recent clients, processing transfers and settlements, preparing documentation for tax reporting, and ensuring regulatory compliance.

📌 Wealth Client Relationship Manager Montreal
🏢 Focus Partners Wealth
📍 Montreal

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