Wealth Client Relationship Manager (Montreal)

17 Oct

Focus Partners Wealth

Montreal

17 Oct

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 new 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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