Jobs in Canada

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Added 46 mins ago
L
Principal Engineer, Global Networks & Infrastructure
lululemon
Vancouver, BC
- Full-time
…implementation feasibility and operational implications, serve as advisor across the organization on complex technical challenges, and wear multiple hats including hands-on engineer,…
Added 1 hour ago
R|
Human Resources Advisor - Maternity leave replacement
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- Full-time
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Added 1 hour ago
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Beauty Advisor - Full Time
sephora.com
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- $17 to $20 CAD / hour
- Full-time
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Added 3 hours ago
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Beauty Advisor - Part Time
Sephora
BC · Delta, BC
- $19.85 to $24.8 CAD / hour
- Part-time
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Added 4 hours ago
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Private Banking Advisor
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- Full-time
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Client Experience and Services Manager, Stores
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Added 4 hours ago
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Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
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Remote, Canada
- Full-time
- Remote
…focused on agreed outcomes. You will also serve as a trusted advisor to customer leaders and mentor colleagues across the delivery…
Added 4 hours ago
FH
Supervisor, Dispensary/Parenteral Services
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- $65.94 to $82.4 CAD / hour
- Part-time
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IW
Senior Administrative Assistant - Winnipeg, MB
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ON · Ontario, Canada
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 5 hours ago
GC
Senior Manager, Financial Planning and Analysis – EA SPORTS, Catalyst Studios
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Pay is just one part of the overall compensation at EA. For Canada, we offer a package of benefits including vacation (3 weeks per year to start), 10 days per year of sick time, paid top-up…
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SE
Senior Design Firms Sales Representative
Schneider Electric
Richmond, BC
- $129,600 to $172,800 CAD / year
- Full-time
Participation and coverage levels for specific benefit programs are determined based on employment status (e.g., full-time, part-time, temporary, or fixed-term) and are subject to…
Added 6 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Canada
- Full-time
…focused on agreed outcomes. You will also serve as a trusted advisor to customer leaders and mentor colleagues across the delivery…
Added 6 hours ago
CU
Graduate Awards, Finance and Planning Officer
Carleton University
Ottawa, ON
- Other
The incumbent must possess the following qualifications: · In addition, the incumbent must have a dedication to the highest level of client service and high expectation for quality
Added 6 hours ago
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Mid-Market Implementation Specialist - Americas
Ashby
Canada
- Full-time
…implementation from the moment Sales hands it off through go-live; part project manager, part technical expert, and part trusted advisor to the…
Added 6 hours ago
LC
Business Relationship Manager - Sarnia
Libro Credit Union
Sarnia, ON
- Full-time
…comprehensive financial solutions. The BRM acts as a trusted advisor to local businesses and agricultural producers, addressing both their business and personal banking…
Added 6 hours ago
D
Omnichannel Sports Sales Advisor (Customer Service) (Part time-fixed contract)
Decathlon
Burnaby, BC
- $19.75 to $21.75 CAD / hour
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Time for yourself (holidays, personal days, and flexible hours).
Added 6 hours ago
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Omnichannel Sports Sales Advisor (Cycling, Inline & Ice Skates) (Part time)
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Added 7 hours ago
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Surrey, BC
- Full-time
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Added 7 hours ago
UO
Coordinator, OIPH Learning Health System
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- Full-time
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Added 7 hours ago
DG
Automotive Parts Advisor
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Added 7 hours ago
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Added 8 hours ago
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Client Success Manager
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- Full-time
Act as a trusted advisor, addressing concerns proactively and escalating risks when needed.
Added 8 hours ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
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Added 8 hours ago
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Specialist, Customer Supply Chain (NA)
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Rocky View No 44, AB · Rocky View County, AB
- Full-time
Develop and nurture positive relationships with both internal and external customers, acting as a trusted advisor and primary point of contact.

Private Wealth Manager/Portfolio Manager

Toronto, ON, Canada

The annualized base pay range for this role is expected to be between $150,000 - $180,000 base salary compensation range. · Full-time

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Job details

Pay: The annualized base pay range for this role is expected to be between $150,000 - $180,000 base salary compensation range.
Job type: Full-time
Apply by: Dec 11, 2026
Education: Bachelor’s degree
Experience: 4+ years of experience within wealth management, including experience with financial planning.
Posting language: English
Posted: Nov 11, 2026

Original 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 10 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, preferably with US/cross-border licensing and experience. This is a great opportunity for a career-oriented wealth management professional to continue to build their career with our rapidly growing business.

Primary Responsibilities

Job Description:

Primary Responsibilities

Act as the client’s primary liaison, team leader, and advocate, ensuring that financial and investment 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 assigned clients, assuring that all financial planning is completed, working to ensure all domestic and cross-border financial needs, including tax, investment, and financial planning are integrated components in a comprehensive financial life strategy for clients.
Complete annual (at minimum) client portfolio management reviews which includes the completion of Know Your Client (KYC) compliance documentation. When you are registered as a Portfolio Manager, you will be responsible for holding the meetings with the clients.
Engage with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements for individual clients.
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 company’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.
Oversee the ongoing relationship procedures which include annual or semiannual financial planning reviews for assigned clients and prepare review modules (annual or periodic plan reviews of individual pieces of the financial plan).
Coordinate 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 Company’s relationship standard.
Seek to coordinate and follow the Company’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.
Community outreach, including contributing to overall company communications such as blog posts or client-friendly investment writing for distribution.

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 careers@focuspartners.com

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 POLYGRAPH 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.

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More about this job

Responsibilities

Serve as the primary advisor and client advocate, coordinating financial, investment, and cross-border planning and ensuring recommendations are implemented and monitored. Conduct portfolio and financial plan reviews, maintain KYC documentation, coordinate with internal and external tax and investment professionals, and support client onboarding and company communications.

Requirements

The posting calls for at least 10 years of experience managing a book of business, while the qualifications section specifies at least four years of wealth management experience, including financial planning. A bachelor's degree is required; full Canadian licensing is expected, US or cross-border licensing and experience are preferred, and CFP, CIM, or CFA credentials are preferred.

Skills

Wealth Management
Portfolio Management
Financial Planning
Investment Management
Cross-Border Financial Planning
Tax Planning Coordination
Know Your Client Compliance
Asset Allocation
Investment Policy Statements
Client Communication
Process Management
Team Leadership
Client Onboarding
Community Outreach
Investment Writing

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Annual Cash Bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Private Wealth Management
Portfolio Management
Financial Planning
Investment Management
Cross-Border Planning
Tax Planning
Estate Planning
High-Net-Worth Families
Fiduciary Standard
Book Of Business
Canadian Licensing
US Licensing
Know Your Client
KYC Compliance
Portfolio Reviews
Asset Allocation
Investment Policy Statements
Client Onboarding
CFP
CIM
CFA
Financial Services

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Jobs in Canada