S. cross‑border wealth management firm that specializes in providing personalized investment, tax, estate, transition, and financial planning solutions to affluent individuals and families. Clients seek a long‑term relationship with a trusted wealth manager to simplify their financial lives and manage their investments effectively. This is a full‑time on‑site role for a Client Relationship Specialist located in Montreal, Quebec, Canada.

The Client Relationship

Specialist will be responsible for ensuring customer satisfaction, providing customer support, effective communication, utilizing analytical skills, and delivering exceptional client service on a daily basis.

Summary (French) Cardinal Point Wealth Management, ULC est une firme de gestion de patrimoine transfrontalière Canada–États‑Unis spécialisée dans la prestation de solutions personnalisées en matière d’investissement, de fiscalité, de planification successorale, de transition et de planification financière pour une clientèle aisée composée de particuliers et de familles. Les clients recherchent une relation à long terme avec un gestionnaire de patrimoine de confiance afin de simplifier leur situation financière et de gérer efficacement leurs investissements. Il s’agit d’un poste à temps plein, en présentiel, pour un(e) spécialiste des relations clients basé(e) à Montréal, Québec, Canada.

Le ou la spécialiste des relations clients sera responsable d’assurer la satisfaction de la clientèle, de fournir un soutien aux clients, de communiquer efficacement, de mettre à profit ses compétences analytiques et d’offrir un service à la clientèle exceptionnel au quotidien. Assist PMs with all administrative issues, including reviewing transfer-ins, servicing clients, and corresponding with clients and custodians Draft and execute Letters of Direction (LODs) as needed for client transactions and Follow up and assist with estates, including account documentation, rollovers, and deemed disposition. Facilitate the onboarding process for new clients by preparing and organizing account opening documentation Process conversions from RRSP to RRIF for clients in accordance with regulatory requirements Perform FX conversion Cash, assets and transaction reconciliation with custodian Reconcile accounts with custodian monthly and quarterly for SOX auditing Prepare material for tax reporting and liaise with clients' accountants Update clients' tax information with custodians, including FACTA and W-8BEN forms,



to ensure compliance Provide backup support to other Administrators to maintain continuity of operations Work with the administrative team to foster teamwork and achieve timely output Help Implement quality controls and standard operating procedures for portfolio valuations, trading, settlement, and other operational activities Quarterly reports: filter client database through international terrorist and PEP data base; Assist in assessing the suitability of investments and ensure guidelines in the Investment Policy Statement are upheld Assist in managing asset mix compliance, concentration reports, industry diversification, and margin accounts.

Assister les gestionnaires de portefeuille (PM) dans toutes les tâches administratives, y compris l’examen des transferts entrants, le service aux clients et les communications avec les clients et les dépositaires Collaborer avec l’équipe administrative afin de favoriser le travail d’équipe et respecter les échéanciers Contribuer à la mise en place de contrôles de qualité et de procédures opérationnelles normalisées pour les évaluations de portefeuille, les transactions, les règlements et autres activités opérationnelles Produire des rapports trimestriels : filtrer la base de données clients à l’aide de bases de données internationales liées au terrorisme et aux PPE; The annualized base pay range for this role is expected to be between $65,000-$75,000 CAD. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance. La rémunération de base annualisée pour ce rôle est estimée entre 65 000 $ et 75 000 $ CAD.

D’autres avantages peuvent inclure un boni annuel en espèces ainsi qu’un régime d’avantages sociaux complet comprenant, sans s’y limiter, l’assurance médicale, dentaire, vision, l’assurance vie et un régime de retraite 401(k). Veuillez noter que le titre du poste peut être modifié en fonction de l’expérience et de la formation du candidat sélectionné. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.

Blending deep expertise and expansive resources with a boutique, client‑first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.



Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 makes reasonable accommodations for applicants and employees with disabilities.

Legal and Regulatory Compliance The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a reserve component. I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.

The Company complies fully with the Americans with Disabilities Act. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. We're growing and growth brings chance for learning, for advancement, and for building something lasting.

Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers. #

📌 Call Center Specialist - Remote Work (Montreal)
🏢 Focus Partners Wealth
📍 Montreal