Onboarding Specialist

Cardinal Point Wealth Management, ULC; Toronto; On-site; CAD 76,000 - 90,000; Full time

Job summary

Cardinal Point Wealth Management, ULC, is seeking an organized Onboarding Specialist in Toronto, Ontario. This entry-level role focuses on delivering a smooth onboarding experience for new clients and acting as a first point of contact. You will guide clients through account setup, training on management systems, and help prepare cross-border paperwork with Canadian and U.S.

custodians. The role emphasizes attention to detail and teamwork in a collaborative environment.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Strong attention to detail and ability to follow structured processes.
• Excellent communication and a client-first mindset.
• Ability to manage multiple tasks and deadlines.
• Collaborative attitude and willingness to learn.
• Experience in financial services or client support is a plus.

Responsibilities

• Welcome new clients and guide them through onboarding.
• Assist clients in setting up accounts and training on our systems.
• Prepare, track, and process investment account paperwork across Canada and the U.S.
• Manage high-volume onboarding projects with clear timelines.
• Collaborate with onboarding and client relationship teams for timely deliverables.
• Support projects to maintain compliance and proper documentation.

Skills

Attention to detail

Clear communication

Multitasking

Team collaboration

Client service mindset

Education

Bachelor's Degree in Business, Finance, or related field

Job description

Job Description Summary

Cardinal Point is 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.

Job Description Summary

Cardinal Point is 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.

Job Description

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.

This position is an exempt position. The annualized base pay range for this role is expected to be between $55,000-$65,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Cardinal Point, Focus Partners Canada is a Canadian‑U.S. wealth management company created to service the sophisticated needs of high‑net‑worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests, and values are all interconnected. We are dedicated to providing investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S., Canadians moving to the U.S., Americans moving to Canada, and Canadian and U.S. expats living abroad. Cardinal Point is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. For more about Cardinal Point, visit: cardinalpointwealth.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client‑first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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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.