Job Specifications
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.
About Focus Financial Partners
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.
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 careers@focuspartners.com.
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About the Company
Focus is an interdependent network of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus network includes wholly owned firms operated under the Focus Partners brand that reflect the company's key business lines. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectiv...
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