Jobs at Cardinal Point Wealth Management, ULC

The Client Relationship Specialist supports financial managers by handling administrative tasks, ensuring client satisfaction, onboarding new clients, managing cash, and performing regulatory compliance checks. They assist with documentation and ongoing client transactions while recommending process improvements.

The Receptionist will handle front-desk responsibilities such as greeting visitors, answering calls, scheduling meetings, managing mail, and maintaining office supplies. Requires strong interpersonal skills and proficiency in Microsoft Office.