Client Onboarding Specialist

About Cardinal PointCardinal Point is a high growth, fast paced independent private wealth management firm with offices in Canada and the US. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are...

About Cardinal PointCardinal Point is a high growth, fast paced independent private wealth management firm with offices in Canada and the US. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are...

About Cardinal Point Cardinal Point is a high growth, fast paced independent private wealth management firm with offices in Canada and the US. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are...

About Cardinal Point Cardinal Point is a high growth, fast paced independent private wealth management firm with offices in Canada and the US. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We...

About Cardinal PointCardinal Point is a high growth, fast paced independent private wealth management firm with offices in Canada and the US. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are...

We are looking for a dedicated, well-spoken onboarding specialist to join our client experience department. The responsibilities of the onboarding specialist include helping new pilot clients / learning the company product, showing new clients, and gathering the necessary paperwork. Ultimately, a top-notch onboarding specialist should be a great...

About Cardinal Point Cardinal Point is a high growth, fast paced independent private wealth management firm with offices in Canada and the US. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are...

Build a meaningful career At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting...

**We are hiring a Client Experience Onboarding Specialist at MarkiTech.** As a Client Experience - Onboarding Specialist at MarkiTech, you will play a crucial role in ensuring a smooth and successful onboarding process for our customers. You will be responsible for integrating virtual care technologies and clinical decision support systems for patients into...

About Cardinal PointCardinal Point is a high growth, fast paced independent private wealth management firm with offices in Canada and the US. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are...

We're growing quickly, and we're looking for exceptional people to join us on this incredible journey. We are obsessed with building the most trusted roofing platform in the world so our customers can power their growth with intelligence. Roofr is the all-in-one sales toolbox for roofers, including instant customizable aerial roof measurements with a drone,...

**We are hiring an Onboarding Specialist at MariTech.** As an Onboarding Specialist at MarkiTech, you will play a crucial role in ensuring a smooth and successful onboarding process for our customers. You will be responsible for integrating virtual care technologies and clinical decision support systems for patients into our platform, while also...

**Location**: Toronto Branch Reporting to the National Business Development Manager, the Onboarding Specialist is responsible for setting up new accounts on behalf of the Business Development group and ensuring all aspects of all onboarding processes are completed. This process includes obtaining the correct documentation and ensuring they are properly...

Company OverviewCARDINAL POINT WEALTH MANAGEMENTA high-growth, fast-paced independent private wealth management firm with offices in Canada and the US. We specialize in providing personalized investment, estate, tax, and cross-border financial planning solutions to affluent individuals and families.We also offer specialized financial representation for...

Company Overview: Cardinal Point Wealth Management is a high growth, fast-paced independent private wealth management firm with offices in Canada and the US. We specialize in providing personalized investment, estate, tax, and cross-border financial planning solutions to affluent individuals and families, as well as specialized financial representation for...

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality...

The role is part of the TTS North America Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account openings/maintenance, technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. **Job Background/context**: Citi Treasury and Trade Solutions...

**Onboarding and L&D Specialist, Human Resources** **Toronto - #5429** *** **Summary** Reporting to the Manager, Learning & Development (L&D), the Onboarding and L&D Specialist will be responsible for supporting the Manager, L&D with the development, coordination, and delivery of learning solutions for the firm. This includes being responsible for...

Contentfly (YC W21) is building the content infrastructure that companies leverage to build, scale, and optimize their revenue engines. We're a fully remote and distributed team of high performers on a mission to help companies tell their stories. We're a Series A company backed by Khosla Ventures, YCombinator & other top-tier investors, we've grown to have...

**Who we are** Samsara (NYSE: IOT) is the pioneer of the Connected Operations Cloud, which is a platform that enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. At Samsara, we are helping improve the safety, efficiency and sustainability of the...