Specialist Quality Operations

3 weeks ago


Toronto ON, Canada Cardinal Point Wealth Management Full time

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 looking for a full-time client onboarding specialist to join our team to provide services at our head office in Toronto. ‘

As a Client Onboarding Specialist at a high-growth company, you will be working closely with our client relationship managers and our client relationship specialist team, to provide the necessary support with client account onboarding.
• Welcoming clients, setting up accounts, training clients on how to use account management and recordkeeping systems.
• Managing account paperwork including accurately and promptly filling out and tracking investment account paperwork for account openings, transfers, changes, etc. Oversee a large number of these projects with deadlines.
• Coordinate multiple client onboarding projects as part of a team in collaboration with the onboarding and the client relationship teams.
• Special projects as needed as part of the client service team to ensure proper compliance with regulatory oversight and documentation of the client relationships.
• A bachelor’s degree
• Basic Microsoft Office
• Accessible office, directly connected to TTC subway

This is a full-time in-person role at our head office in Toronto



  • Toronto, ON, Canada Altis Technology Full time

    As a Quality Operations & Insights Specialist , you will play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency. This role involves collaboration across teams to ensure customer service excellence and effective knowledge management. Key Responsibilities: Streamline operations...


  • Toronto, ON, Canada Altis Technology Full time

    As a Quality Operations & Insights Specialist , you will play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency. This role involves collaboration across teams to ensure customer service excellence and effective knowledge management. Key Responsibilities: Streamline operations...


  • Vaughan, ON, Canada By Quality Full time

    Company Description By Quality is the case good furniture division of Quality & Company, specializing in high-quality case goods for the hospitality industry. With a history in upholstered furniture manufacturing since 1980, we strive to inspire our clients with the same level of quality furniture we are known for. The Estimating and Sourcing Specialist is...


  • Toronto, Canada Acerta Analytics Solutions Inc Full time

    **This role is remote friendly within Canada** **Job Summary**: As a Sales Operations Specialist at Acerta you will be responsible for providing broad operational day-to-day support to the Acerta sales team, with ownership of our CRM (Salesforce) and prospecting tools (ZoomInfo, LinkedIn Sales Navigator, and HubSpot). You will work closely with the sales...


  • Toronto, Canada Altis Technology Full time

    As a Quality Operations & Insights Specialist, you will play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency. This role involves collaboration across teams to ensure customer service excellence and effective knowledge management.Key Responsibilities:Streamline operations within...


  • Toronto, Canada Altis Technology Full time

    As a Quality Operations & Insights Specialist, you will play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency. This role involves collaboration across teams to ensure customer service excellence and effective knowledge management.Key Responsibilities:Streamline operations within...

  • Quality Specialist

    2 weeks ago


    Toronto, Canada Stefanini, Inc Full time

    **Stefanini is looking for a Quality Specialist in Toronto, Canada(Onsite Only)** **For Quick Apply, please reach out to Preeti Prabhakar-** **/248.263.8658** Continental 12 hour shifts. ** (6 AM-6 PM)** **HM is looking for the following**: On-the-line/shop floor activities. Hold and release/control of non-conforming product. - Regular line checks,...

  • Quality Specialist

    2 weeks ago


    Toronto, Canada Stefanini, Inc Full time

    **Stefanini Group** **is hiring!** Exciting opportunity awaits, let us help you get started! **Click** We are hiring for a **Quality Specialist!** Under the direction of the Quality Supervisor, this role will be responsible for performing scheduled and unscheduled quality audits, inspection and testing of products, as well as audits to the building and...

  • Quality Specialist

    2 weeks ago


    Toronto, Canada Stefanini Full time

    **Stefanini Group is hiring!** Exciting opportunity awaits, let us help you get started! We are hiring for a **Quality Specialist!** Under the direction of the Quality Supervisor, this role will be responsible for performing scheduled and unscheduled quality audits, inspection and testing of products, as well as audits to the building and equipment...

  • Quality Specialist

    2 weeks ago


    Toronto, Canada Stefanini, Inc Full time

    **Stefanini Group** is hiring for an **QA Specialist **in **Gladstone, ON!** **_ **_ No C2C_** Under the direction of the Quality Supervisor, this role will be responsible for performing scheduled and unscheduled quality audits, inspection and testing of products, as well as audits to the building and equipment infrastructure for the purpose of achieving...

  • Quality Specialist

    7 months ago


    Toronto, Canada Stefanini, Inc Full time

    **Stefanini Group is hiring!** Stefanini is looking for** Quality Specialist** in Toronto, ON CAD (Onsite)** For quick Apply, please reach out to** Krisha Lago** HM is looking for the following: On-the-line/shop floor activities. Hold and release/control of non-conforming product. - Regular line checks, metal detection checks and ATP swabbing. -...

  • Quality Specialist

    8 months ago


    Toronto, Canada Stefanini, Inc Full time

    **Stefanini Group is hiring!** Stefanini is looking for** Quality Specialist** in Toronto, ON CAD (Onsite)** For quick Apply, please reach out to** Krisha Lago** HM is looking for the following: On-the-line/shop floor activities. Hold and release/control of non-conforming product. - Regular line checks, metal detection checks and ATP swabbing. -...


  • Toronto, Ontario, Canada Altis Technology Full time

    At Altis Technology, we're seeking a highly skilled Quality Assurance Specialist to join our team in driving operational excellence. As a pivotal member of our quality management team, you'll play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency.Key Responsibilities:We're looking for...


  • Toronto, Canada Altis Technology Full time

    As a Quality Operations & Insights Specialist, you will play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency. This role involves collaboration across teams to ensure customer service excellence and effective knowledge management.Key Responsibilities:Streamline operations within...


  • Toronto, Canada Altis Technology Full time

    As a Quality Operations & Insights Specialist , you will play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency. This role involves collaboration across teams to ensure customer service excellence and effective knowledge management. Key Responsibilities: Streamline operations...


  • Toronto, Canada Altis Technology Full time

    As a Quality Operations & Insights Specialist, you will play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency. This role involves collaboration across teams to ensure customer service excellence and effective knowledge management.Key Responsibilities:Streamline operations within...


  • Toronto, Canada Altis Technology Full time

    As a Quality Operations & Insights Specialist , you will play a key role in optimizing processes, improving quality management, and leveraging insights to enhance operational efficiency. This role involves collaboration across teams to ensure customer service excellence and effective knowledge management. Key Responsibilities: Streamline operations within...


  • Toronto, Canada Flexiti Financial Full time

    Flexiti is one of Canada’s fastest growing fintech lenders. We aim to make our customers’ lives more affordable and help our retail partners grow their sales by offering flexible financing options. Through our award-winning omni-channel platform, customers can be approved instantly to shop with their FlexitiCard®, which they can use online or in-store...

  • Quality Specialist

    2 weeks ago


    Toronto, Canada Excelgens Full time

    Description: Not remote-will be working at site. HM is looking for the following: On-the-line/shop floor activities. Hold and release/control of non-conforming product. - Regular line checks, metal detection checks and ATP swabbing. - Monitoring Allergens and responsible for microanalysis and allergen testing on the necessary products and raw materials. -...

  • Quality Specialist

    2 weeks ago


    Toronto, Canada Excelgens Full time

    HM is looking for the following: On-the-line/shop floor activities. Hold and release/control of non-conforming product. - Regular line checks, metal detection checks and ATP swabbing. - Monitoring Allergens and responsible for microanalysis and allergen testing on the necessary products and raw materials. - While ensuring that all products conform to...