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Added 1 hour ago
BC
Financial Analyst
BBA Consultants
Montreal, QC
- Full-time
Join BBA’s growing Strategic Advisory team and help clients make informed investment, transaction and strategy decisions across mining, power and renewable energy. You’ll combine rigorous…
Added 1 hour ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Montreal, QC · Pointe-Claire, QC
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 1 hour ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Brossard, QC · Montreal, QC · Saint-Jean-sur-Richelieu, QC
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 1 hour ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Blainville, QC · Laval, QC · Rouyn-Noranda, QC
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 1 hour ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
…solutions in their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this relationship is based on the…
Added 1 hour ago
Team Coordinator Customer Service (Living Benefits)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Montreal, QC · Regina, SK
…in delivering an exceptional advisor and client experience? Insurance Operations is pleased to announce an exciting opportunity for the role of a Team Coordinator to support our Living…
Added 1 hour ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
The Team Manager will serve as the operational subject matter expert for the insurance business and work closely with Insurance Specialists, Wealth Advisors, Compliance, Legal, Technology,…
Added 1 hour ago
AW
Banking Administrator - OP-26-977
Aviso Wealth
Remote, Canada
- $46,000 to $55,000 CAD / year
- Full-time
- Remote
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 1 hour ago
AW
Banking Administrator - OP-26-977
Aviso Wealth
Remote, Canada
- $46,000 to $55,000 CAD / year
- Full-time
- Remote
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 1 hour ago
A
Banking Administrator - OP-26-977
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 1 hour ago
A
Banking Administrator - OP-26-977
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 2 hours ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Blainville, QC · Laval, QC · Rouyn-Noranda, QC
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 hours ago
B
Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 2 hours ago
CF
Investment Operations Associate
CI Financial
Burlington, ON
- Full-time
…solutions in their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this relationship is based on the…
Added 3 hours ago
AW
Senior Manager, Investment Fund Operations
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 3 hours ago
AW
Senior Manager, Investment Fund Operations
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 4 hours ago
A
Senior Manager, Investment Fund Operations
Aviso
Vancouver, BC
- $115,000 to $135,000 CAD / year
- Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 4 hours ago
A
Senior Manager, Investment Fund Operations
Aviso
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 6 hours ago
NB
Analyst
National Bank of Canada
Montreal, QC
- Full-time
· Analyze information received on market events and write memos for investment advisors.
Added 6 hours ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 7 hours ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 16 hours ago
IW
Manager, Mortgage Operations
IG Wealth Management
ON · Ontario, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 16 hours ago
IW
Manager, Mortgage Operations
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 18 hours ago
C
Estate Planning Assistant, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely…

Closed listing

Cardinal Point Wealth Management, ULC

Private Wealth Manager

Toronto, ON, Canada

The annualized base pay for this role is CA$ 200,000 . · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: The annualized base pay for this role is CA$ 200,000 .
Job type: Full-time
Closing date: Mar 25, 2027
Experience: 5+ years experience in tax and financial planning, managing client relationships the US and Canada.
Posting language: English
Posted: Sep 26, 2026

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Original job description

Archived listing. The details below describe a past opening.

We have a very unique Cross Border Tax & Financial Planning opportunity with a $7.5B wealth management firm that deals exclusively with Canada and US high net-worth cross border clients $5M+. We are looking for a cross-border wealth manager with a tax focus at the Manager or Sr Manager level with strong client skills who we can cross-train and certify in holistic financial planning. We have a down-to-earth multi-disciplinary team with finance, tax and investment professionals in-house. No billable hours, just client focused cross-border tax and financial planning services along with a robust client relationship management skillset.

Position Summary

Cardinal Point Capital Management, ULC dba Cardinal Point ("Cardinal Point"), a subsidiary of Focus Financial Partners, LLC and an affiliate of Focus Partners Wealth, LLC, is a wealth management firm that delivers personalized advice through a collaborative alliance of client-centric advisors.

On behalf Cardinal Point, we are looking for a Private Wealth Manager to support Cardinal Point's team in Toronto, Ontario. This is an excellent opportunity for a candidate who is interested in progressing in cross-border tax planning and tax plan implementation, for individuals, trusts, estates, and business structures.

Primary responsibilities:

Client relationship management responsibility for assigned clients to meet or exceed the clients' expectations in accordance with each client's contract and all promises, and expectations set for the relationship, on behalf of both the clients and Cardinal Point.
Coordinate the initial client relationship procedures, plan writing and development, all client meetings, and correspondence in all phases of the relationship.
Serve as the clients' liaison, team leader, and advocate within the organization and with outside providers to ensure that the clients' financial plans are implemented in accordance with the firm’s client relationship standards, each plan's recommendations and remain on track throughout all relationship phases with an emphasis on helping achieve the clients' goals and objectives.
Coordinate the ongoing relationship procedures which include annual or semi-annual reviews for assigned clients and preparing review modules (annual or periodic plan reviews of individual pieces of the financial plan).
Coordination of the tax and investment processes with the clients’ tax professionals, both internal and external, and the investment professionals, both internal and external, in accordance with the client contract and the firm’s relationship standard.
Seek to coordinate and follow the firm’s financial planning standards and expectations for the clients when providing financial planning advice.
Coordination with a Client Relationship Specialist on the onboarding of clients and in the administration of the clients’ investment paperwork.
Peer reviews for financial plans, particularly with tax planning.

Qualifications:

Bachelor’s Degree;
CPA, CA, or LLM required, CFP in Canada and/or the US.
5+ years experience in tax and financial planning, managing client relationships the US and Canada.
An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, insurance, and personal and philanthropic wealth transfer strategies;
Great interpersonal and process management skills; and
Analytical expertise, notable attention to detail, and self-initiated follow-through.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future - whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This is an Exempt role. The annualized base pay for this role is CA$ 200,000 . Actual base pay could 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 for employees.

About employer

More about this job

Responsibilities

Manage assigned client relationships and coordinate financial plan development, client meetings, reviews, and implementation. Liaise with clients, internal and external tax and investment professionals, and other providers to keep plans aligned with client goals and firm standards.

Requirements

A bachelor’s degree and a CPA, CA, or LLM are required; CFP certification in Canada and/or the United States is also noted. Candidates need at least five years of experience in tax and financial planning and managing client relationships across the United States and Canada, along with knowledge of tax, investment, insurance, employee benefits, and wealth transfer matters.

Skills

Cross-Border Tax Planning
Financial Planning
Tax Plan Implementation
Client Onboarding
Plan Writing
Tax Coordination
Investment Coordination
Income Tax
Gift Tax
Estate Tax
Wealth Transfer Strategies
Insurance Planning
Employee Benefits
Analytical Expertise
Process Management

Visa sponsorship

Not detected in the job text

Keywords

Cross-Border Tax Planning
Financial Planning
Tax Plan Implementation
Private Wealth Management
High-Net-Worth Clients
Canada
United States
CPA
CA
LLM
CFP
Income Tax
Gift Tax
Estate Tax
Trusts
Estates
Business Structures
Investment Management
Employee Benefits
Insurance
Philanthropic Wealth Transfer
Client Onboarding
Financial Plan Reviews
Tax Coordination
Investment Coordination
Peer Reviews
Client Advocacy

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