Wealth Client Relationship Manager

Focus Partners Wealth; Montreal (administrative region); Hybrid; CAD 65,000 - 75,000; Full time

Job summary

Cardinal Point Wealth Management, ULC is seeking a Client Relationship Specialist in Montreal, Quebec, Canada. This full-time, on-site role focuses on delivering high-quality client service, assisting portfolio managers, and handling administrative tasks related to client accounts and communications with custodians.

Responsibilities include onboarding new clients, processing transfers and settlements, preparing documentation for tax reporting, and ensuring regulatory compliance.

Responsibilities

• Assist PMs with administrative issues, reviewing transfer-ins and servicing clients
• Draft and execute Letters of Direction (LODs) for client transactions
• Follow up on estates, including account documentation and rollovers
• Onboard new clients by preparing and organizing account opening documentation
• Process RRSP to RRIF conversions per regulatory requirements
• Handle client requests such as EFTs, cheques, wires and bank transfers

Job description

Cardinal Point Wealth Management, ULC is seeking a Client Relationship Specialist in Montreal, Quebec, Canada. This full-time, on-site role focuses on delivering high-quality client service, assisting portfolio managers, and handling administrative tasks related to client accounts and communications with custodians.

Responsibilities include onboarding new clients, processing transfers and settlements, preparing documentation for tax reporting, and ensuring regulatory compliance.