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Added 22 mins ago
Territory Manager
Brandt Group of Companies
Fort McMurray, AB
Full-time
Brandt Tractor Ltd is currently seeking a Territory Manager for our Fort McMurray Construction and Forestry location.
Added 22 mins ago
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
Full-time
Compliment prospecting and selling efforts through field work such as building walks, lobby events, property management relationships, and customer face to face meetings
Added 22 mins ago
Enterprise Applications Specialist
Shannex Incorporated
Halifax, NS
Full-time
…and tickets to some of your favorite sports and entertainment…
Added 22 mins ago
Territory Manager - Construction & Survey (Northern Ontario)
Brandt Group of Companies
Sudbury, ON · Lively, ON
Full-time
Brandt Tractor Ltd is currently seeking a Territory Manager - Construction and Survey for Northern Ontario territory.
Added 22 mins ago
Client Advisor- EN
RBC
Valleyfield, PE
Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
Added 22 mins ago
Client Advisor- EN
RBC
Longueuil, QC
Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
Added 22 mins ago
Client Advisor- EN
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Added 23 mins ago
Housing Case Worker (Part time)
The Salvation Army Canada and Bermuda Territory
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…behaviour, attitude, and concerns regarding all activities, events, and…
Added 38 mins ago
Territory Manager - Truck & Trailer
Brandt Group of Companies
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Full-time
Brandt Tractor Ltd. is currently seeking a Territory Manager - Transportation for our Surrey Truck & Trailer location.
Added 38 mins ago
Sales Manager
Brandt Group of Companies
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Full-time
The Sales Manager is responsible for leading equipment sales strategy, team development and territory performance. This position is responsible for driving revenue growth and profitability…
Added 38 mins ago
Territory Manager - Heavy Equipment - Construction & Forestry (Val d'Or)
Brandt Group of Companies
Val-d'Or, QC
Full-time
Brandt Tractor Ltd is currently seeking a Territory Manager for our Val d'Or Construction and Forestry location.
Added 38 mins ago
Territory Manager - Shortline
Brandt Group of Companies
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Full-time
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Added 38 mins ago
Territory Manager - Agriculture
Brandt Group of Companies
Coronation, AB
Full-time
Brandt Tractor Ltd is currently seeking a Territory Manager for our Coronation Agriculture location.
Added 38 mins ago
Account Manager
Fersa
Toronto, ON · Greater Toronto Area, Canada
Full-time
Fersa is seeking a highly motivated and results-driven Account Manager - Canada to lead the growth and development of our Canadian market. This role will be responsible for managing…
Added 38 mins ago
Office + Sales Coordinator
Alera Skin Care Products Inc.
Vancouver, BC
Full-time
Escalate complaints, pricing disputes and any product quality concerns to the Senior Operations & HR Manager immediately
Added 38 mins ago
Manager, Finance, Performance & Analytics
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Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 38 mins ago
Strategic Sourcing Specialist
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Full-time
Reporting to the Category Manager or Strategic Sourcing Manager, the Strategic Sourcing Specialist is responsible for procuring materials, equipment, supplies and services of a specialized…
Added 38 mins ago
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Added 38 mins ago
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Cultivate a relationship with the community via personal involvement, PR events and advertising opportunities.
Added 52 mins ago
Member of Technical Staff 5
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$171,000 to $257,000 CAD / year
Full-time
Mentor junior team members and participate in technical knowledge-sharing events, such as tech talks, boot camps, and community events.
Added 52 mins ago
Heavy Duty Equipment Sales Representative
Brandt Group of Companies
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Full-time
Actively participate in and promote Brandt during industry events as required.
Added 52 mins ago
Talent Acquisition Specialist
Brandt Group of Companies
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Full-time
…headhunting, candidate engagement, market intelligence, and hiring manager partnership. The Talent Acquisition Specialist is expected to actively seek talent in the market, build…
Added 52 mins ago
Territory Manager - Compact Construction Equipment
Brandt Group of Companies
Mont-Joli, QC
Full-time
Brandt is currently seeking a Territory Manager - Compact Construction Equipment for our Mont-Joli location.
Added 52 mins ago
Ingénieur(e) mondial(e), Automatisation et informatique industrielle / Global Engineer, Automation & Industrial IT
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Montreal, QC
Full-time
Added 53 mins ago
Banquets - Coordinator
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Richmond, BC
We are looking for a talented Event Coordinator to facilitate the coordination of our Events with our Events Team at Chop Steakhouse and Bar.

Oakbridge Search Partners

Principal

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 21, 2026
Experience: CPA or CFA designation with 10+ years of post-accreditation experience.
Posting language: English
Posted: Sep 21, 2026

Apply About employer

Applications open in a new tab.

Original job description

We have been retained by our client, a Canadian Multi-Family Office serving ultra-high-net-worth families.

The Principal will serve as a leader on a specialized team acting as the trusted advisor for ultra-high-net-worth clients. This individual will work directly with clients, providing expert guidance on complex financial matters, with a primary focus on holistic wealth planning, tax strategy, and special projects. In addition to directly advising clients, the Principal will assist with the firm's growth efforts through prospecting new clients, cultivating a network of trusted advisors, and participating in events as an ambassador of the firm.

Core Responsibilities

Serving as a relationship manager for ultra-high-net-worth clients, often taking ownership of the client relationship.

Leading complex planning initiatives, with a primary emphasis on financial planning, tax strategy, estates, and investments, ensuring proactive and holistic management of client needs.

Exercising sound judgment and maintaining strict discretion when handling sensitive information and client-related matters.

Contributing to the firm's growth initiatives by actively participating in business development and prospecting efforts to support new client acquisition.

Overseeing and cultivating relationships with external advisors, including tax professionals,

investment advisors, legal counsel, bankers, and insurance providers.

Developing and implementing tailored wealth strategies aligned with each client's goals, with a focus on long-term planning and wealth preservation.

Managing ongoing financial reporting requirements, delivering customized reports and insights

that reflect the unique requirements of each client.

Coordinating accounting and tax compliance processes, working closely with accountants and

lawyers to ensure accuracy and timeliness.

Fostering a collaborative team environment by actively supporting colleagues, sharing knowledge, and contributing to collective problem solving.

Leading and mentoring junior team members (Associates and Analysts), providing continuous

feedback, professional development support, and guidance to enhance performance and growth.

Relevant Background and Experience

CPA or CFA designation with 10+ years of post-accreditation experience. CPA candidates must

also hold a CFA or CIM and be eligible for registration as an Advising Representative with the

applicable provincial securities commission. CFA candidates must additionally hold an advanced

planning designation (e.g., CFP or TEP) or demonstrate advanced financial planning expertise.

Proven ability to lead complex planning engagements, work collaboratively with external

professionals, and guide clients toward well-informed decisions.

Proven knowledge in the areas of financial planning (particularly tax planning) and investment

strategy.

Skilled in managing a wide range of special projects with a pragmatic, solutions-driven approach.

A hands-on approach, willing to tackle projects of all sizes and contribute meaningfully at every level.

Strong project management skills, organization, and attention to detail.

Exceptional client relationship management skills, with high emotional intelligence (EQ) and the ability to build trust.

Demonstrated ability to identify, pursue, and leverage key relationships, converting targeted

outreach into new client relationships and contributing to business growth.

Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly and confidently.

Advanced analytical and problem-solving abilities, with a proactive approach to identifying and

resolving client issues.

Self-starter with a high level of initiative, capable of working independently while contributing to team success (including mentorship of junior staff).

Commitment to continuous learning, with a desire to develop specialized expertise and build a

long-term career in the family office space.

Formal Education Requirements

CPA + CFA or CIM, or CFA + advanced planning designation (CFP, TEP, etc.) or demonstrated

expertise, is required. Professional designations must be in good standing.

Must currently be licensed or eligible to be licensed as an Advising Representative with the

respective provincial securities commission.

Apply About employer

More about this job

Responsibilities

The Principal serves as a trusted advisor for ultra-high-net-worth clients, managing complex financial planning, tax strategies, and investment needs. Additionally, the role involves driving firm growth through business development, prospecting, and mentoring junior team members.

Requirements

Candidates must hold a CPA designation combined with a CFA or CIM, or a CFA with an advanced planning designation like CFP or TEP. A minimum of 10 years of post-accreditation experience and eligibility for registration as an Advising Representative are required.

Skills

Wealth planning
Tax strategy
Financial planning
Investment strategy
Relationship management
Business development
Project management
Client acquisition
Estate planning
Financial reporting
Mentorship
Analytical skills
Problem solving
Communication skills
Emotional intelligence
Strategic planning

Visa sponsorship

Not detected in the job text

Keywords

Multi-Family Office
Ultra-high-net-worth
CPA
CFA
CIM
CFP
TEP
Wealth preservation
Tax compliance
Advising Representative
Financial reporting
Estate planning
Business development
Relationship management
Investment management
Financial services
Consulting
Strategic planning
Project management
Client acquisition
Mentorship
Analytical skills
Emotional intelligence
Portfolio management
Wealth management

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