Teams 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 Private Wealth Manager oversees client relationships, provides financial planning, coordinates investment processes, and ensures compliance with financial standards.

Assist the client team with scheduling meetings, updating Salesforce, delivering portfolio reports, onboarding clients, and financial planning support.