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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 great opportunity for a wealth management professional to build their career with a rapidly growing business.
Responsibilities
- Act as the client’s primary liaison, team leader, and advocate, ensuring financial and tax planning strategies are executed according to firm standards and individual recommendations.
- Serve as the primary advisor for all aspects of cross-border wealth management, including tax, investment, and financial planning.
- Prepare and review tax projections and planning reports, and review prior year tax returns for compliance.
- Research complex individual, corporate, and trust tax issues, and communicate actionable tax strategies.
- 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 regulatory requirements.
- Conduct regular reviews with clients to monitor changes in tax regulations, lifestyle objectives, and material life events.
- Partner closely with an assigned Client Relationship Specialist to address client operational needs and provide mentorship.
- Demonstrate a strong team orientation by actively collaborating with colleagues and contributing to a supportive, solutions-focused work environment.
Requirements
- 4+ years of experience within wealth management, including experience with financial planning
- Bachelors degree required
- Strong relationship management and communication skills
Skills
- Financial planning
- Cross-border wealth management
- Tax planning
- Investment planning
- Tax projections
- Canadian tax software
- U.S. tax software
- Relationship management
- Communication skills
Location
- Toronto
Work Type
- Full-time
Experience Level
- 5+ years' experience managing a book of business
- 4+ years of experience within wealth management
Education Level
- Bachelors degree required
- CFP designation; US CFP is preferred
- CIM or CFA designation is preferred
Salary/Compensations
- $150,000 - $180,000 base salary compensation range
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 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.