Client Relationship Specialist

2 weeks ago

Toronto, Ontario, Canada Cardinal Point, Focus Partners Canada Full time

Position Summary

At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding day-to-day service. This is an excellent opportunity for a detail-oriented, client-focused professional who thrives in a dynamic, independent work environment and enjoys being at the center of operational excellence in a growing wealth management firm.

This role is located in Toronto, Ontario, Canada. 

Primary Responsibilities

Build strong client relationships and provide responsive, courteous support via phone, email, text, and client portals.Manage account documentation, onboarding tasks, and related data gathering for multiple U.S. and Canadian custodians.Handle cashiering and transactional requests including transfers, wires, EFTs, and checks.Answer inquiries from clients and internal team members in a timely and professional manner.Train clients on how to use portals, systems, and other digital tools.Maintain and adhere to client-related compliance policies and procedures that support investment strategies.Coordinate the collection of tax-related documents to support client filings.Serve as the primary liaison with custodians to resolve account and transactional issues.Identify and propose process improvements to enhance efficiency with custodial partners.Participate in strategic projects and committees that support firm-wide initiatives and operational growth.

Qualifications 

Bachelors degree.Acute attention to detail and strong organizational/time management skills.Excellent written and verbal communication skills.Relationship-building skills and comfort partnering with clients, custodians, and internal teams.A solutions-oriented mindset and the ability to work independently.Proficiency with Salesforce, Microsoft Word and Excel; familiarity with NetRep, Dataphile, and NetX360 is advantageous.Completion of the Canadian Securities Course (CSC) is considered an asset.An interest or background in athletics—especially hockey (preferred).A collaborative and humble approach that aligns with our culture of integrity and diligence.

The annualized base pay range for this role is expected to be between $60,000-$70,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-SF1

Cardinal Point, Focus Partners Canada is a cross-border wealth management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. With a fiduciary-first approach, we deliver personalized investment, tax, estate, and financial planning solutions that span currencies, jurisdictions and generations.

  • Client Relationship Specialist

    2 weeks ago

    Toronto, Ontario, Canada Focus Financial Partners Full time

    Position Summary At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding...

  • Client Relationship Specialist

    2 weeks ago

    Toronto, Ontario, Canada Focus Financial Partners Full time $60,000 - $70,000

    Position SummaryAt Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding...

  • Client Relationship Specialist

    6 days ago

    Toronto, Ontario, Canada Cardinal Point Athlete Advisors | Focus Partners Canada Full time

    As an employee of Cardinal Point Capital Management ULC, this position is centered on ensuringcustomer satisfaction, providing customer support, effective communication, utilizing analyticalskills, and delivering exceptional client service on a daily basis.Primary functions involve processing tasks with the firm's custodial providers in Canada and the U.S....

  • Client Relations Specialist

    2 weeks ago

    Toronto, Ontario, Canada Cassels Brock & Blackwell LLP Full time

    About UsCassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada's most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary.Our...

  • Client Relations Specialist

    6 days ago

    Toronto, Ontario, Canada Cassels Brock & Blackwell LLP Full time

    About Us:Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada's most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary.Our...

  • Client Support Specialist

    1 week ago

    Toronto, Ontario, Canada TRADER Corporation Full time

    We are TRADER, a Canadian leader in digital automotive solutions. Our flagship brands — , AutoSync, Dealertrack Canada and CMS — help Canadians buy, sell, and finance vehicles with confidence.As part of AutoScout24 group, Europe's largest online car marketplace, we're shaping the future of automotive retail in Canada and beyond.Learn more at This role...

  • Client Support Specialist

    1 week ago

    Toronto, Ontario, Canada AutoTrader Full time

    We are TRADER, a Canadian leader in digital automotive solutions. Our flagship brands —,AutoSync,Dealertrack Canada and CMS— help Canadians buy, sell, and finance vehicles with confidence.As part ofAutoScout24 group, Europe's largest online car marketplace, we're shaping the future of automotive retail in Canada and beyond.Learn more at This role will be...

  • Client Support Specialist

    1 day ago

    Toronto, Ontario, Canada AutoTrader Full time

    We are TRADER, a Canadian leader in digital automotive solutions. Our flagship brands — , AutoSync, Dealertrack Canada and CMS — help Canadians buy, sell, and finance vehicles with confidence. As part of AutoScout24 group, Europe's largest online car marketplace, we're shaping the future of automotive retail in Canada and beyond. Learn more...

  • Luxury Client Relationship Manager

    2 weeks ago

    Toronto, Ontario, Canada Nuovo Photography Full time

    We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Toronto photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized...

  • Senior Client Relationship Manager

    2 weeks ago

    Toronto, Ontario, Canada SRA Group Full time

    SRA Group is seeking aSenior Client Relationship Managerwith a strong background inIT and/or consulting sales, specifically within thebanking and financial servicessector. This individual will play a strategic role in expanding our footprint through the delivery of specialized talent and consulting solutions — including staff augmentation, project-based...