Wealth Client Relationship Manager (Canada)

Wealth Client Relationship Manager (Canada)

22 Oct
|
Focus Partners Wealth
|
Canada

22 Oct

Focus Partners Wealth

Canada

Cardinal Point Wealth Management, ULC is seeking a Client Relationship Specialist in Montreal, Quebec, Canada. This full-time, on-site 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 (Canada)
🏢 Focus Partners Wealth
📍 Canada

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