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.

Provide on-site client service and support for cross-border US/Canada wealth management clients. Manage account paperwork, cashiering and money transfers, onboard new clients, support financial and tax planning administration, liaise with custodians, respond to client inquiries, coordinate meetings and CRM tasks, and assist advisors with financial planning documentation and tax filing support.

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