Job Description

Join to apply for the Client Relationship Specialist role at Cardinal Point Wealth Management, ULC .

1 day ago Be among the first 25 applicants

Join to apply for the Client Relationship Specialist role at Cardinal Point Wealth Management, ULC .

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Cardinal Point Wealth Management, ULC.

Talent Acquisition Manager at Focus Financial Partners

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 professiona...

Apply for this Position

Ready to join Cardinal Point Wealth Management, ULC? Click the button below to submit your application.

Submit Application