Private Wealth Manager/Portfolio Manager

LE0090 Cardinal Point Capital Management ULC; Toronto; On-site; CAD 150,000 - 180,000; Full time

Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

Life insurance

Job summary

Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team in Toronto. Ideal candidate has 5+ years of wealth management experience, is fully licensed in Canada with US cross-border licensing, and possesses strong communication and organizational skills.

The role involves leading client relationships, cross-border tax planning, and collaboration with specialists to deliver comprehensive financial plans.

Qualifications

• 4+ years of experience within wealth management, including experience with financial planning.
• CFP designation required; US CFP preferred; CIM or CFA designation preferred.

Responsibilities

• Act as the client’s liaison, team leader, and advocate, ensuring financial and tax planning strategies follow firm standards.
• Serve as the primary advisor for cross-border wealth management, including tax, investment, and financial planning.
• Prepare and review tax projections and planning reports.
• Review prior year tax returns as part of the financial planning process.
• research complex individual, corporate, and trust tax issues, and communicate actionable tax strategies and opportunities to support cross-border tax planning and compliance.
• Maintain proficiency with Canadian and U.S. tax software.
• Collaborate with external tax and legal professionals to ensure cross-border wealth management strategies comply with regulatory requirements.
• Conduct regular reviews with clients to monitor changes in tax regulations and lifestyle objectives.

Skills

Wealth management

Communication skills

Cross-border knowledge

Financial planning

Education

CFP designation

US CFP preferred

CIM designation

CFA designation

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

• 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

Salary and Benefits

• 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.
• This position is an exempt position.

Company Information

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

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] The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. 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. People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. We’d love to stay connected. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team. Don't see the opportunity for you? Join the prospect pool to stay connected and hear about future opportunities that may be a fit. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.