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About the Role

Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager & Portfolio Manager to join their growing team. This role offers a significant opportunity for a wealth management professional to advance their career within a rapidly expanding business.

Responsibilities

Provide leadership and cooperation in developing a team serving a diverse group of high-net-worth clients.
Apply expertise in investment management and international estate and trust planning while collaborating with leadership and advisors to address clients’ cross-border financial needs.
Serve as a primary client liaison, team leader, and advocate, ensuring financial, investment, and planning strategies are executed according to firm standards and client recommendations.
Continuously monitor progress toward clients’ goals throughout the relationship.
Serve as a primary advisor and resource for clients on cross-border wealth management and family office matters.
Integrate investment management, tax planning, estate and trust planning, and financial planning into comprehensive financial strategies tailored to each client.
Provide expertise as an international trust and estate practitioner for the service team and as a representative of Cardinal Point.
Research complex individual, corporate, and trust and estate issues, and communicate actionable strategies and opportunities to support client needs for cross-border tax planning and plan implementation.
Orchestrate financial planning and strategy implementation with the client and with internal and external professionals as needed.
Identify, effectively communicate and document regulatory or legal issues and opportunities.
Collaborate with internal and external professionals to ensure cross-border wealth management strategies are developed appropriately to meet client financial needs, are fully integrated into each client’s comprehensive financial plan, and comply with all relevant regulatory requirements.
Coordinate and implement financial planning procedures, including annual or semiannual reviews for assigned clients and their financial plans.
Coordinate with team professionals to provide peer reviews for financial planning reports.
Coordinate with Client Relationship Specialists and Onboarding Specialists on the onboarding of client accounts and in the administration of clients' investment paperwork.
Work with Cardinal Point investment professionals and team members to build a solid understanding of the Cardinal Point investment offering.
Engage with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements for individual clients.
Develop appropriate investment strategies for clients and provide ongoing management and rebalancing of diversified portfolios.
Conduct regular client review meetings and participate in broader wealth management discussions to communicate how the firm's investment strategies and investment outlook serve to meet clients’ objectives.
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.

Requirements

At least 5 years' experience managing a book of business.
Strong communicator.
Organized.
Strong process acumen.
Fully licensed in Canada.
US/cross-border licensing and experience preferred.

Skills

Investment management
International estate and trust planning
Cross-border wealth management
Family office matters
Tax planning
Financial planning
International trust and estate practitioner
Regulatory or legal issue identification and communication
Client relationship management
Investment strategy development
Portfolio management
Interpersonal skills
Process management
Attention to detail
Analytical skills (IQ)
Emotional intelligence (EQ)
Positive intelligence (PQ)

Location

Toronto, Ontario, Canada

Work Type

Full-time
Hybrid

Experience Level

At least 5 years' experience

Education Level

Bachelors degree required
CFP designation required
US CFP preferred
CIM or CFA designation preferred

Salary/Compensations

$200,000 - $220,000 CAD base salary

Benefits

Medical
Dental
Vision
Life insurance
401(k)
Annual cash bonus

About the Company

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.
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.

Equal Opportunity

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 careers@focuspartners.com.