Onboarding Specialist

Focus Partners Wealth(3 months ago)

Toronto, Ontario, CanadaOnsiteFull TimeJunior$60,000 - $65,000Client Service

About this role

An entry-level Onboarding Specialist role that involves helping new clients transition smoothly into the company by guiding them through setup, providing training, and managing onboarding projects. The position emphasizes client support, process management, and collaboration within a financial services environment.

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Required Skills

Client Support
Account Setup
Recordkeeping
Process Management
Communication
Training
Financial Services
Onboarding
Collaboration
Documentation

Qualifications

Bachelor's Degree in Business, Finance, or a related field

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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