Client Relationship Manager 

Ontario, Canada 

Position Summary

Cardinal Point Capital Management, ULC dba Cardinal Point ("Cardinal Point"), a subsidiary of Focus Financial Partners, LLC and an affiliate of Focus Partners Wealth, LLC, is a wealth management firm that delivers personalized advice through a collaborative alliance of client-centric advisors.

On behalf Cardinal Point, we are looking for a Client Relationship Manager. 

As a Client Relationship Manager, you will also contribute to the team’s preparation of comprehensive financial planning models. You will assist in managing the efforts of third-party professionals such as accountants, legal professionals, insurance providers, and banking associates. This position may also requires the candidate to provide additional office manager support.  The role requires acute attention to detail, excellent time management, exemplary verbal and written skills and a penchant for problem solving. Relationship building skills are essential, as there will be frequent contact with the firm’s customers and suppliers. The ability to work in an independent environment is a critical aspect. The candidate should aspire to achieve the Certified Financial Planner designation. Candidates should possess an undergraduate degree.  Proficiency with Quicken, Word, Excel, PowerPoint, WealthBox, Box, LastPass, Adobe, Teams are advantageous.

This role is based in Ontario. 

Primary responsibilities:

• Coordinating banking and cash flow activity;
• Corresponding with external investment administrators;
• Health insurance benefit submission and reconciliation;
• Overseeing home and personal use asset purchases;
• Aiding in the delivery of life, accident and sickness and general insurance policies;
• Interacting with club payroll personnel; and,
• Facilitating the preparation of income tax returns.
• Ensure customer satisfaction by meeting customer needs in courteous and timely manner.
• Written communication to clients and third-party professionals.
• Serve as liaison between the wealth management team, portfolio managers and customers to improve customer service and business productivity.
• Provide excellent customer service through phone, e-mail, text, etc. in timely and accurate manner.

Qualifications:

• Client satisfaction and client support skills
• Strong communication skills
• Analytical skills
• Experience in client service
• Excellent interpersonal skills
• Ability to handle challenging situations professionally
• Previous experience in a wealth management or financial services environment is a plus
• Bachelor's degree in Business Administration or related field

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This is an Exempt role. The annualized base pay for this role is CA$ 200,000 or $150,000.  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. 

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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

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.