Job Description

Focus Financial Partners17 days ago
Toronto, Ontario
CA$200,000/annual
Senior Level
full_time

Top Benefits

Health insurance coverage
Life, accident, and sickness insurance
General insurance policies

About the role

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.



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.

About

Focus Financial Partners

Financial Services
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 objectives by helping them to better serve their clients and advisors.