Onboarding Specialist

Company Description Cardinal Capital Management, Inc. is a leading independent Canadian investment counsel firm founded in 1992 and headquartered in Winnipeg, Manitoba. The firm provides conservative portfolio management services to high-net-worth individuals and institutions across North America, including pension funds, trusts, charities, and foundations. With over $4.8 billion in assets under care, Cardinal manages equity, balanced, and fixed-income accounts using Canadian, U.S., and international securities. The company emphasizes disciplined research, a long-term perspective, and a strong track record of performance. Cardinal is built on long-standing client relationships and is committed to community engagement through the Cardinal Foundation.

Role Description This is a full-time, on-site Onboarding Specialist role based in Winnipeg, MB. The Onboarding Specialist will guide new clients through the end-to-end onboarding process, ensuring account documentation, regulatory requirements, and internal workflows are completed accurately and on schedule. Responsibilities include gathering and validating client information, coordinating with portfolio managers, operations, and compliance, and setting up accounts in internal systems. The role involves preparing onboarding materials, walking clients through service offerings and processes, and providing clear explanations of timelines and next steps. The Onboarding Specialist will also monitor onboarding progress, troubleshoot issues, maintain detailed records, and participate in process improvements to enhance the client experience.

Qualifications

• Strong client-facing abilities, including Interpersonal Skills and Communication, to build trust and deliver a positive onboarding experience.
• Experience with Customer Onboarding and Client Onboarding processes, ideally in financial services, wealth management, or a related regulated environment.
• Solid Analytical Skills to review documentation, interpret client information, and ensure accuracy and compliance in account setup.
• Detail-oriented, organized, and able to manage multiple onboarding workflows and deadlines simultaneously.
• Familiarity with investment or banking products, account documentation, and regulatory requirements (e.g., KYC, AML) is an asset.
• Proficiency with CRM and portfolio or account management systems, as well as standard office software (e.g., Excel, Word, Outlook).
• Post-secondary education in business, finance, or a related field, or equivalent combination of education and experience.
• Ability to work collaboratively in an on-site team environment and maintain a high level of professionalism and client confidentiality.