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© All Rights Reserved. ApplyBlast.com
Focus Partners Wealth
Cardinal Point is seeking an organized and detail-oriented Onboarding Specialist to join its Client Service team in Toronto. This entry-level role serves as a primary point of contact for new clients, guiding them through a smooth and efficient transition into the firm. The position involves managing account setups, processing investment paperwork, and collaborating with internal teams to ensure timely deliverables.
Headquarters
Clayton, Missouri, United States
Company Size
201-500 employees
Founded
1986
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Focus Partners Wealth.
7% above the average for this role
Focus Partners Wealth Acquires $239M David Wealth Management
Jun 30, 2025
