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Added 2 mins ago
MP
Project Manager - High-rise - Pickering
Michael Page
Toronto, ON · Greater Toronto Area, Canada
- $150,000 to $170,000 CAD / year
- Full-time
Our client is looking for their newest Project Manager to lead the new build construction of a major High-rise residential project in Pickering that is due to break ground in the New year.
Added 2 mins ago
S
Legal Counsel
Stay22
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Hiring Manager call with our Head of Legal & Compliance (60 minutes)
Added 2 mins ago
BL
Legal Assistant - Labour & Employment
BC Legal Management Association
Vancouver, BC
- Other
Complete file opening, which includes obtaining and researching information in connection with the New Business Intake processes (NBI) and Know Your Client (KYC) requirements.
Added 2 mins ago
VC
Vans: Assistant Gérant - Premium Outlets Montreal
VF Corporation
Mirabel, QC
- $23.6 to $31.2 CAD / hour
- Full-time
…d’ambassadeur(-drice)s de marque afin d’offrir une expérience client exceptionnelle, cohérente et alignée sur nos valeurs. Vous travaillez en étroite collaboration avec le/la gérant(e) de…
Added 2 mins ago
V
Vans: Assistant Gérant - Premium Outlets Montreal
Vans
Mirabel, QC
- $23.6 to $31.2 CAD / hour
- Full-time
…d’ambassadeur(-drice)s de marque afin d’offrir une expérience client exceptionnelle, cohérente et alignée sur nos valeurs. Vous travaillez en étroite collaboration avec le/la gérant(e) de…
Added 2 mins ago
Legal Counsel
Stay22
Montreal, QC
Hiring Manager call with our Head of Legal & Compliance (60 minutes)
Added 2 mins ago
MM
Senior Investment Consultant I
Marsh McLennan
Toronto, ON
- Full-time
This role will be based in Toronto and offers a hybrid work arrangement, requiring a minimum of three days per week in the office · All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 2 mins ago
JC
Sr. Project Manager
JANA Corporation
Aurora, ON · Greater Toronto (Aurora), Ontario
- Full-time
…of being completed at any given time, and a Senior Project Manager must be able to manage multiple aspects of the process simultaneously. Senior Project Managers work cross-functionally and…
Added 17 mins ago
RC
Site installation Manager (Stoney Creek, Ontario)
REEL COH Inc.
Stoney Creek, NB
- Full-time
Reporting to the Construction Executive Director, the Installation Manager is responsible for the successful execution of the installation phase of the projects entrusted to them; they…
Added 17 mins ago
TS
Street Outreach Worker
The Salvation Army Canada and Bermuda Territory
Ottawa, ON
- Part-time
· Provide Interim case management of those on the prioritization list that score moderate and high acuity until matched with a Housing Based Case Manager
Added 17 mins ago
TS
Street Outreach Worker
The Salvation Army Canada and Bermuda Territory
Ottawa, ON
- Part-time
· Provide Interim case management of those on the prioritization list that score moderate and high acuity until matched with a Housing Based Case Manager
Added 17 mins ago
B
Experts, service-conseil | Client Success Experts
Bloom
Montreal, QC
- Full-time
(Account Manager, Senior Account Manager, Account Supervisor, Client Success Specialist, Customer Success Manager, Account Director, Senior Project Manager, Product Lead, etc.)
Added 17 mins ago
FF
Private Wealth Manager/Portfolio Manager
Focus Financial Partners
Toronto, ON
- Full-time
The ideal candidate is fully licensed in Canada, preferably with US/cross-border licensing and experience
Added 17 mins ago
CM
Administrative and Youth Facilitator (Youth Wellness Hubs Ontario, Wellington-Guelph)
Canadian Mental Health Association
Guelph, ON · Fergus, ON
- Full-time
…Wellness Hub Ontario by championing the use of YWHO’s electronic client information system and screening tools. The Administrative and Youth Facilitator will provide services reflective of…
Added 17 mins ago
AG
Senior Financial Analyst
Adelphi Group
Toronto, ON
- Full-time
…unless additional in-office days are directed by their agency or…
Added 32 mins ago
PM
Quality Compliance Manager
Prollenium Medical Technologies Inc.
Richmond Hill, ON
- $75,000 to $85,000 CAD / year
- Full-time
…fillers and cosmetic products. We are proud to address all of our client's needs through streamlined innovation. Prollenium is able to ensure a continual flow of creation, unique ideas, and…
Added 32 mins ago
JK
Immigration case manager
Jane Katkova & Associates, Canadian Immigration Law Consulting
Toronto, ON · North York, ON
- Full-time
Maintaining confidentiality of sensitive client information
Added 32 mins ago
CI
Account Manager
Cowan Insurance Group
Brantford, ON
- Full-time
This position reports to the Manager, Personal Insurance. As an Account Manager, you provide exceptional service to our Personal Insurance customers and insurance markets by servicing and…
Added 32 mins ago
EW
Gestionnaire de projet sénior / Senior Project Manager
Evolving Web
Montreal, QC
- Full-time
Représenter les intérêts et les besoins du client au sein d'Evolving Web
Added 32 mins ago
gestionnaire du soutien à la clientèle/ Manager, Customer Support
OneSpan
Montreal, QC
Il s’agit d’un poste hybride nécessitant une présence au bureau de 2 à 3 jours par semaine
Added 32 mins ago
Site Safety Manager - Industrial & Nuclear Projects
Kiewit
ON · Darlington, ON
The Site Safety Manager will work closely with project leadership, field operations, clients and subcontractors to establish a strong safety culture and ensure work is planned and executed…
Added 32 mins ago
Territory Manager
Nors
Quebec, QC · Laval, Quebec, QC
Overtime/ day and night shift
Added 32 mins ago
First Officer PC-24, Dorval, CANADA
Starlink Aviation
Dorval, QC
Starlink Aviation is looking for a First Officer for a private operation (CAR 704), used by an owner client, based in Montreal Dorval (CYUL).
Added 32 mins ago
Manager- Finance Optimization- Financial Accounting and Advisory Services- Assurance 1
EY
Toronto, ON
As a FAAS Manager, you will be a professional member of our team, responsible for both guiding our staff and senior consultants – and building our culture - while also developing long-term…
Added 47 mins ago
MF
Plan Manager
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
The Plan Manager and Data Integrity team is seeking a knowledgeable, driven, and inquisitive self-starter to join us as a Plan Manager. Reporting to the Senior Manager of Operations, you…

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

Apply on ffpar.wd108.myworkdayjobs.com About employer

Applications open in a new tab.

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
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.

Apply on ffpar.wd108.myworkdayjobs.com About employer

More about this job

Responsibilities

The Private Wealth Manager acts as the primary liaison and advocate for high-net-worth clients, overseeing integrated financial, tax, and investment planning strategies. They are responsible for conducting portfolio reviews, ensuring compliance with KYC documentation, and coordinating with internal and external tax and investment professionals.

Requirements

Candidates must have at least 10 years of experience in wealth management and hold a bachelor's degree. Professional designations such as CFP, CIM, or CFA are preferred, along with strong communication and relationship management skills.

Skills

Wealth management
Portfolio management
Financial planning
Cross-border financial planning
Tax planning
Estate planning
Investment strategy
Compliance
KYC
Communication
Team leadership
Asset allocation
Investment policy statements

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Annual cash bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Portfolio Management
Financial Planning
High-Net-Worth
Cross-Border
Tax Planning
Estate Planning
Investment Management
CFP
CIM
CFA
KYC
Compliance
Asset Allocation
Investment Policy Statement
Fiduciary
Expat Services

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Jobs in Canada