Onboarding Specialist

Cardinal Capital Management; Winnipeg; On-site; CAD 55,000 - 75,000; Full time

Job summary

Cardinal Capital Management in Winnipeg, MB is seeking an Onboarding Specialist to guide new clients through end-to-end onboarding, ensuring documentation, regulatory requirements, and internal workflows are completed accurately and on schedule.

You will gather client information, coordinate with portfolio managers, operations, and compliance, set up accounts in internal systems, prepare onboarding materials, explain timelines, monitor progress, and contribute to process improvements to enhance

Qualifications

• Experience with customer onboarding in financial services or wealth management is preferred.
• Strong analytical skills to review documentation and ensure accuracy and compliance.
• Detail-oriented and organized with ability to manage multiple onboarding workflows and deadlines.
• Familiarity with regulatory requirements such as KYC/AML is an asset.
• Proficiency with CRM and standard office software (Excel/Word/Outlook).

Responsibilities

• Guide new clients through end-to-end onboarding, ensuring all documentation and regulatory requirements are met.
• Coordinate with portfolio managers, operations and compliance to complete onboarding steps on schedule.
• Set up client accounts in internal systems and maintain detailed onboarding records.
• Prepare onboarding materials and walk clients through services and timelines.
• Monitor onboarding progress and contribute to process improvements to enhance the client experience.

Skills

Client-facing

Interpersonal skills

Communication

Education

Business/Finance education or equivalent

Tools

CRM systems

Portfolio/account management software

Excel

Word

Outlook

Job description

Company Description

Cardinal Capital Management, Inc. is a leading independent Canadian investment counsel firm founded in 1992 and headquartered in Winnipeg, Manitoba. The firm provides conservative portfolio management services to high-net-worth individuals and institutions across North America, including pension funds, trusts, charities, and foundations. With over $4.8 billion in assets under care, Cardinal manages equity, balanced, and fixed-income accounts using Canadian, U.S., and international securities. The company emphasizes disciplined research, a long-term perspective, and a strong track record of performance. Cardinal is built on long-standing client relationships and is committed to community engagement through the Cardinal Foundation.

Role Description

This is a full-time, on-site Onboarding Specialist role based in Winnipeg, MB. The Onboarding Specialist will guide new clients through the end-to-end onboarding process, ensuring account documentation, regulatory requirements, and internal workflows are completed accurately and on schedule. Responsibilities include gathering and validating client information, coordinating with portfolio managers, operations, and compliance, and setting up accounts in internal systems. The role involves preparing onboarding materials, walking clients through service offerings and processes, and providing clear explanations of timelines and next steps. The Onboarding Specialist will also monitor onboarding progress, troubleshoot issues, maintain detailed records, and participate in process improvements to enhance the client experience.

Qualifications

• Strong client-facing abilities, including Interpersonal Skills and Communication, to build trust and deliver a positive onboarding experience.
• Experience with Customer Onboarding and Client Onboarding processes, ideally in financial services, wealth management, or a related regulated environment.
• Solid Analytical Skills to review documentation, interpret client information, and ensure accuracy and compliance in account setup.
• Detail-oriented, organized, and able to manage multiple onboarding workflows and deadlines simultaneously.
• Familiarity with investment or banking products, account documentation, and regulatory requirements (e.g., KYC, AML) is an asset.
• Proficiency with CRM and portfolio or account management systems, as well as standard office software (e.g., Excel, Word, Outlook).
• Post-secondary education in business, finance, or a related field, or equivalent combination of education and experience.
• Ability to work collaboratively in an on-site team environment and maintain a high level of professionalism and client confidentiality.