Focus Financial Partners Jobs in Canada

A cross-border wealth management firm in Toronto is seeking a Client Relationship Specialist to support affluent individuals with onboarding and service. The role involves building strong client relationships through effective communication and managing documentation for custodia ...

+NorthCoast Asset Management is looking for a Senior Wealth Advisor to join our Denver office and inherit a book of high net worth clientele. No requirement to source new clientele from external channels as the Firm has several well-developed lead sources. · ...

Supports clients by ensuring smooth onboarding and accurate account administration. · ...

We are seeking a Client Service Specialist to join our team The ideal candidate will demonstrate exceptional service skills strive to exceed client expectations deliver solutions-oriented service to advisory teams and clients. · ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families, and busines ...

At Cardinal Point Capital Management ULC we pride ourselves on delivering exceptional client experiences across the U.S. and Canada As a Client Relationship Specialist you will play a vital role in supporting our clients team members and custodial partners by ensuring smooth onbo ...

We're looking for an organized, detail-oriented Onboarding Specialist to join our Client Service team. This is an entry-level role and a great opportunity for someone who enjoys working with clients, managing moving parts, and being part of a collaborative environment. You'll be ...

Cardinal Point Capital Management ULC is a cross-border wealth‑management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. As a Client Relationship Specialist based in Toronto, Ontario, you will support ...

At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. · As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smoo ...