Private Wealth Manager/Portfolio Manager

Cardinal Point Wealth Management, ULC; Toronto; On-site; CAD 150,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Job summary

Cardinal Point Wealth Management in Toronto seeks a career-oriented Private Wealth Manager/Portfolio Manager with a minimum of 5 years managing a book of business. The ideal candidate is fully licensed in Canada with US cross-border licensing and has experience in financial planning.

A CFP or CIM/CFA designation is preferred, and strong communication and organizational skills are essential. This is a full-time role with competitive base pay and benefits.

Qualifications

• 5+ years in wealth management or portfolio management with a book of business.
• Bachelor's degree required; CFP/ CFA/CIM preferred.
• Fully licensed in Canada with U.S./cross-border licensing experience.

Responsibilities

• Act as client liaison, team leader, and advocate, ensuring financial and tax planning strategies are executed per firm standards.
• Serve as primary advisor for cross-border wealth management including tax, investment, and financial planning components.
• Prepare and review tax projections and planning reports; monitor compliance and updates.
• Collaborate with external tax and legal professionals to ensure integrated cross-border wealth management.

Skills

Strong communication

Organized

Process acumen

Cross-border licensing experience

Education

Bachelor's degree

CFP designation

CIM or CFA designation

Tools

Canadian tax software

U.S. tax software

Job description

Job Description Summary

Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 5 years' experience managing a book of business, is a strong communicator, organized, and has strong process acumen. The ideal candidate is fully licensed in Canada, with US/cross-border licensing and experience. Financial planning experience, a plus. This is a great opportunity for a career-oriented wealth management professional to continue to build their career with our rapidly growing business.

Job Description Summary

Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 5 years' experience managing a book of business, is a strong communicator, organized, and has strong process acumen. The ideal candidate is fully licensed in Canada, with US/cross-border licensing and experience. Financial planning experience, a plus. This is a great opportunity for a career-oriented wealth management professional to continue to build their career with our rapidly growing business.

Job Description

Primary Responsibilities

• Act as the client’s primary liaison, team leader, and advocate, ensuring that financial and tax planning strategies are executed according to firm standards and individual recommendations, while continuously monitoring progress to help clients achieve their goals throughout all phases of the relationship.
• Serve as the primary advisor for all aspects of cross-border wealth management, including tax, investment, and financial planning with responsibility for integrating these components into comprehensive financial strategies for clients.
• Prepare and review tax projections and planning reports. Review prior year tax returns as part of the financial planning process to ensure past compliance work was done correctly.
• Research complex individual, corporate, and trust tax issues, and communicate actionable tax strategies and opportunities to support client needs for cross-border tax planning and compliance.
• Identify, effectively communicate and document tax issues and opportunities.
• Maintain high proficiency with Canadian and U.S. tax software
• Collaborate with external tax and legal professionals to ensure cross-border wealth management strategies comply with all relevant regulatory requirements and are fully integrated into each client’s comprehensive financial plan.
• Conduct regular reviews with clients to monitor changes in tax regulations, lifestyle objectives, and material life events, ensuring their plans remain compliant and aligned with fiduciary standards to deliver a seamless client experience.
• Partner closely with an assigned Client Relationship Specialist to address client operational needs as well as to provide mentorship and coaching to support their professional development and growth within Cardinal Point.
• Demonstrate a strong team orientation by actively collaborating with colleagues and contributing to a supportive, solutions-focused work environment to advance shared goals and ensure the highest standard of client service. Possible examples include: Peer reviews for modular financial and tax planning.
• Coach peers through the process surrounding U.S. and Canadian tax projections.
• Peer resource for ad-hoc cross-border tax questions.

Qualifications

• 4+ years of experience within wealth management, including experience with financial planning
• Bachelors degree required
• CFP designation; US CFP is preferred
• CIM or CFA designation is preferred
• Strong relationship management and communication skills

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000 - $180,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, and life insurance. Please note that the job title is subject to change based on the selected candidate’s experience and education.

Cardinal Point, Focus Partners Canada is a Canadian-U.S. wealth management company created to service the sophisticated needs of high-net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests, and values are all interconnected. We are dedicated to providing investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S., Canadians moving to the U.S., Americans moving to Canada, and Canadian and U.S. expats living abroad. Cardinal Point is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. For more about Cardinal Point, visit: cardinalpointwealth.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.