Wealth Client Relationship Manager Quebec City (Canada)

Wealth Client Relationship Manager Quebec City (Canada)

20 Oct
|
Focus Partners Wealth
|
Canada

20 Oct

Focus Partners Wealth

Canada

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.
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📌 Wealth Client Relationship Manager Quebec City (Canada)
🏢 Focus Partners Wealth
📍 Canada

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