Jobs in Canada

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Added 28 mins ago
A
Processing Operation Analyst III
ATB
Calgary, AB
- Full-time
Reporting to an Operations Processing Manager, the Wealth Operations Processing Analyst III will be part of the team that oversees trade and fee management, as well as registered account…
Added 28 mins ago
S
Services Lead, Stores - Full Time
sephora.com
Kingston, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…You will be responsible for ensuring that all members of the team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company…
Added 42 mins ago
PS
Part Time Site Supervisor
Paladin Security Group Ltd
Toronto, ON
- $21.43 CAD / hour
- Part-time
Communicates any concerns/issues with Client Service Manager
Added 42 mins ago
TF
Program Manager
Toronto Foundation for Student Success
Toronto, ON
- $85,000 to $90,000 CAD / year
- Full-time
Must have a valid driver’s license and access to a reliable vehicle for work
Added 57 mins ago
A
District Manager, (HUNTER) Majors Accounts
ADP
Calgary, AB
- Other
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 57 mins ago
C
Senior Corporate Account Executive - Vancouver
ClassPass
Canada
- Full-time
…easy-to-use wellness solution. As part of the Corporate Sales team, you’ll help grow this channel by developing new business opportunities and guiding prospective clients through the full…
Added 57 mins ago
C
Associate, Client Relations - Bilingual
CIBC
Montreal, QC
- Full-time
The Institutional Client Experience Team is dedicated to delivering a high-quality service experience to institutional clients through responsive support, strong execution, and thoughtful…
Added 57 mins ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Contract
Join a well-established organization in the automotive services and equipment sector as a Credit Team Lead. This role involves supporting the Credit Manager, providing high-level credit…
Added 1 hour ago
A
Release Project Manager / Technical PM
Affinity
BC · British Columbia, Canada
- Contract
On behalf of our public sector client, Affinity is seeking a Release Project Manager / Technical PM. The successful candidate will oversee release coordination across LABC’s application…
Added 1 hour ago
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Bilingual Talent Acquisition Specialist
Executrade – Your Recruitment Specialists
AB · Edmonton, AB
- Full-time
Our client, based in Edmonton, is known for its integrity, strong service and long-term relationships. This is an exciting opportunity for a curious, people-oriented recruitment…
Added 1 hour ago
IH
Biomedical Engineering Technologist
Interior Health Authority
Vernon, BC
- Full-time
Interior Health is looking for a Biomedical Engineering Technologist to join our team in Vernon on a full time permanent basis.
Added 1 hour ago
DH
Director of Sales & Marketing
Delta Hotels and Resorts®
Sherbrooke, QC
- Full-time
Serves as the sales contact for the General Manager, property leadership team, Group Sales and Area Sales leaders.
Added 1 hour ago
TS
Social Services Manager I - NU
The Salvation Army in Canada
Saskatoon, SK
- $52,520 to $66,000 CAD / year
- Full-time
Develop and maintain partnerships with community agencies and service providers, coordinating housing referrals, networking, community development initiatives, and ongoing communication…
Added 1 hour ago
ND
Paid Media Strategist
NP Digital
Toronto, ON · Greater Toronto Area, Canada
- $80,000 to $90,000 CAD / year
- Full-time
Applicants must reside and be authorized to work in Canada
Added 1 hour ago
T
Customer Experience Associate
TD
Cambridge, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
IK
Service Advisor
Inland Kenworth
Langley (City), BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we’re ALL IN, we mean we’re all in on you and your…
Added 1 hour ago
RB
Branch Operations Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
The RBC Dominion Securities Management team located in downtown Edmonton is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership…
Added 1 hour ago
RB
Private Client Associate
Royal Bank of Canada
Mississauga, ON
- Full-time
…access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists. As part of a dynamic team, you…
Added 2 hours ago
AC
Spécialiste électromécanique
Amaris Consulting | Part of Mantu
Laval, QC
- Contract
Mode de travail : Hybride – 2 jours par semaine sur site · Work Mode: Hybrid – 2 days per week onsite
Added 2 hours ago
AC
Part-time Student Advisor, AC Online
Algonquin College of Applied Arts and Technology
Ottawa, ON
- Part-time
In providing high-quality client service, the incumbent builds relationships with online learners through focused digital outreach and communication supports. The incumbent utilizes…
Added 2 hours ago
K
Contract Logistics Inventory Manager
Kuehne+Nagel
Mississauga, ON
- $90,000 to $115,000 CAD / year
- Full-time
…Kuehne+Nagel, our Mississauga, ON site is looking for a new Inventory Manager to join our Contract Logistics…
Added 2 hours ago
CÉ
Directeur·trice, Ventes et Opérations des magasins-Director, Sales and Store Operations
Corbeil Électroménagers
Laval, QC
- Full-time
…réseau de magasins de Groupe Amiel/Corbeil, et supervise le service Construction et installations. Leader terrain et stratégique à la fois, cette personne traduit les objectifs d’affaires…
Added 2 hours ago
BV
Business Development Manager - Environmental Services
Bureau Veritas
Vancouver, BC
- Full-time
Do you believe in the power of teamwork and sharing ideas? Do you take pride in delivering exceptional quality and service with everything you do? Do you seek out ideas for improving the…
Added 2 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 2 hours ago
AF
Processing Operation Analyst III
ATB Financial
Calgary, AB
- Temporary
Reporting to an Operations Processing Manager, the Wealth Operations Processing Analyst III will be part of the team that oversees trade and fee management, as well as registered account…

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

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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
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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Work requirements

Jobs in Canada