Onboarding Specialist
5 hours ago
We’re looking for an organized, detail-oriented Onboarding Specialist to join our Client Service team. This is an entry-level role and a great opportunity for someone who enjoys working with clients, managing moving parts, and being part of a collaborative environment. You’ll be one of the first points of contact for new clients and play a key role in making sure their transition into our firm is smooth, efficient, and positive. This role is based in Toronto, Ontario, Canada. Primary Responsibilities Welcome new clients and guide them through the onboarding experience. Assist clients in setting up accounts and provide training on our account management and recordkeeping systems. Prepare, track, and process investment account paperwork for account openings, transfers, updates, and related activities across multiple custodians in both Canada and the U.S. Manage and prioritize a high volume of onboarding projects and tasks with clear timelines. Collaborate closely with onboarding and client relationship teams to ensure coordinated and timely deliverables. Support special projects to maintain strong compliance standards and proper documentation of client relationships. Identify opportunities to improve workflows and enhance the client experience; help document and update standard operating procedures. Qualifications Bachelor's Degree in Business, Finance, or a related field Strong attention to detail and comfort working with structured processes. Clear communication skills and a client-first mindset. Ability to manage multiple tasks and deadlines simultaneously. A collaborative attitude and willingness to learn. Experience with financial services or client support is helpful but not required. About Cardinal Point 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. Compensation The annualized base pay range for this role is expected to be between $60,000-65,000 CAD. 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. #J-18808-Ljbffr
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Onboarding Specialist
3 weeks ago
Toronto, Canada Granite Solutions Groupe, Inc. Full timeGranite (Canada) Solutions Financial Services Consulting ULC is a leading consulting firm specializing in financial services. We provide top-tier talent solutions to major banks, wealth management firms, and financial institutions. As we expand our operations in Canada, we are seeking an experienced, detail‑oriented Onboarding Specialist with a deep...
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Onboarding Specialist
3 weeks ago
Toronto, Canada Granite Solutions Groupe, Inc. Full timeGranite (Canada) Solutions Financial Services Consulting ULC is a leading consulting firm specializing in financial services. We provide top-tier talent solutions to major banks, wealth management firms, and financial institutions. As we expand our operations in Canada, we are seeking an experienced, detail‑oriented Onboarding Specialist with a deep...
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Onboarding Specialist
6 hours ago
Toronto, Canada Quantum Management Services Ltd. Full timeJoin to apply for the Onboarding Specialist role at Quantum Management Services Ltd. Quantum Management Services Ltd. provided pay range This range is provided by Quantum Management Services Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$21.00/hr - CA$21.00/hr Position:...
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Onboarding Specialist
2 weeks ago
Toronto, Canada CMC Markets Full timeWe have a new opportunity for an Onboarding Specialist to join our Premium Client Management team. This role will be based in our Toronto office! **This is a permanent position.** Are you an engaged and enthusiastic individual looking for: - Your next challenge? to work for a Global firm with an award-winning trading platform? - A company which focuses on...
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Onboarding Specialist
5 hours ago
Toronto, Canada MarkiTech Full time**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 addressing...
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Onboarding Specialist
7 days ago
Toronto, Canada Rentsync Full timeRentsync is a leading provider of marketing solutions for the multifamily rental industry in Canada. Our projects team is committed to leading the creation of high quality websites, print collateral, and digital marketing ad creative to aid our clients in their apartment marketing initiatives. Rentsync’s Onboarding Specialist is responsible for ensuring a...
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Onboarding Specialist
2 hours ago
Toronto, Canada Fidelity Investments Full timeDescription Please Note:Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...
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Onboarding Specialist
5 hours ago
Toronto, Canada GlossGenius Full timeGlossGenius is building an ecosystem enabling entrepreneurs to succeed. We empower small business owners to focus on being creators, not admins, by offering a range of business management tools including booking and scheduling, marketing, analytics, payment processing and much more. Over 100,000 small business owners have chosen to rely on GlossGenius every...
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Customer Onboarding Specialist
5 hours ago
Toronto, Canada Marketcircle Full timeOverview We are looking for a Customer Onboarding Specialist to guide new customers from signup through early adoption for long-term success. This role is responsible for ensuring customers experience momentum, clarity, and understand value as they get started with Daylite. You’ll work closely with customers to translate their goals into real workflows,...
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Customer Onboarding Specialist
5 hours ago
Toronto, Canada Daylite Full timeOverview We are looking for a Customer Onboarding Specialist to guide new customers from signup through early adoption for long-term success. This role is responsible for ensuring customers experience momentum, clarity, and understand value as they get started with Daylite. You’ll work closely with customers to translate their goals into real workflows,...
