Position Summary
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.
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.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
