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Added 6 mins ago
Senior Manager, Portfolio Governance and Controls
Royal Bank of Canada
Toronto, ON
Full-time
We are seeking a dynamic Senior Manager to join our Project and Portfolio Governance team. This role is critical in ensuring robust oversight, risk management, and regulatory compliance…
Added 2 hours ago
Manager, Portfolio Reporting and Analysis
RBC
Toronto, ON
Full-time
We are seeking an analytical and detail-oriented Manager to join our COO Group in a newly created Reporting and Analysis role.
Added 2 hours ago
Senior Manager, Portfolio Governance and Controls
RBC
Toronto, ON
Full-time
We are seeking a dynamic Senior Manager to join our Project and Portfolio Governance team. This role is critical in ensuring robust oversight, risk management, and regulatory compliance…
Added 3 hours ago
Sales Manager
TCL Solar
Canada
Full-time
Establish and sustain long-term strategic partnerships with Canadian clients; align with local corporate decision-making and compliance norms; continuously identify incremental business…
Added 3 hours ago
Senior Manager, Project Controls
Worley
Edmonton, AB · Calgary, AB
Full-time
We’re seeking a Director, Project Controls to support the project control personnel of a portfolio of projects utilizing the Worley Project Control Systems and processes in all phases of…
Added 3 hours ago
Project Manager/Leader - Senior - RQ00785
S M Software Solutions Inc
Toronto, ON
Full-time
We are looking for an experienced Senior Project Manager/Leader to support the Agency’s Customer Experience (CX) Team and the Patients Before Paperwork (Pb4P) portfolio. The successful…
Added 3 hours ago
Project Manager/Leader - Senior - RQ00766
S M Software Solutions Inc
Toronto, ON
Full-time
Minimum 5–8 years’ experience with and knowledge of Project Management concepts, including:
Added 3 hours ago
Project Manager/Leader - Senior - RQ11559
S M Software Solutions Inc
Toronto, ON
Internship
We are looking for a highly experienced Senior Project Manager/Leader to manage large-scale, complex, high-profile, and high-risk projects for OPS Gov Tech ON initiatives. The ideal…
Added 4 hours ago
Project Manager/Leader - Senior - RQ11582
S M Software Solutions Inc
Toronto, ON
Internship
We are seeking an experienced Senior Project Manager/Leader with strong expertise in large-scale, complex, high-profile and high-risk I&IT projects, organizational development, strategy…
Added 4 hours ago
Senior Land Development Project Manager
WalterFedy
Kitchener, ON
Full-time
The Senior Land Development Project Manager plays a critical role in advancing client relationships, mentoring and developing staff, contributing to business growth, and ensuring projects…
Added 4 hours ago
Conference Project Manager
MCI Canada
Toronto, ON
Full-time
The Conference Project Manager is the operational lead for a portfolio of complex national and international conferences, congresses, and meetings, delivered in person, virtually, or…
Added 5 hours ago
Finance Project Manager
KYYBA Inc
Montreal, QC
Contract
The Finance and Tax (F&T) Transformation and Continuous Project Manager will manage a portfolio of Finance and Tax process/tool optimization projects under the supervision of the local team…
Added 5 hours ago
Sr. Client Success Services Program Manager
Open Text Corporation
Waterloo, ON
In this role, you will be Client-obsessed and support Clients directly as required to ensure program success and are accountable to continue to iterate and innovate the services based on…
Added 5 hours ago
Sr. Client Success Services Program Manager
Open Text Corporation
Waterloo, ON
In this role, you will be Client-obsessed and support Clients directly as required to ensure program success and are accountable to continue to iterate and innovate the services based on…
Added 5 hours ago
Sr. Client Success Services Program Manager
OpenText
Waterloo, ON
Full-time
In this role, you will be Client-obsessed and support Clients directly as required to ensure program success and are accountable to continue to iterate and innovate the services based on…
Added 5 hours ago
Senior Client Services Manager
Fintel Connect
Vancouver, BC
Full-time
We are hiring a Senior Client Services Manager to lead a group of Client Services Managers and Account Managers, and to hold our most significant client relationships directly.
Added 5 hours ago
Auditing & Accounting Advisor
eTeam
Montreal, QC
$70 to $76 CAD / hour
Contract
This role goes beyond traditional accounting and reporting. You will help shape critical business decisions by providing independent accounting advice, governance oversight and financial…
Added 5 hours ago
Gestionnaire principal(e) de propriété / Senior Property Manager
JLL
Montreal, QC · CAN-CLIENT Montreal-Place Montreal Trust
Full-time
The Senior Property Manager will provide strategic and operational oversight for a portfolio of major assets in
Added 6 hours ago
Senior Manager, Product Marketing
Benevity
Remote, Canada
Full-time · Remote
As a seasoned product marketer and leader, you possess a knack for being able to identify business and market needs, conduct research and build strategic plans, craft compelling messaging…
Added 6 hours ago
Delivery Manager
Croesus
Laval, QC
Full-time
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming…
Added 6 hours ago
Project Controller
Simpcw Resources Group
Kamloops 1, BC
Full-time
Simpcw Resources Group has an immediate opportunity for a detail-oriented and analytical Project Controller to join our growing team. Reporting to the Project Manager, the Project…
Added 6 hours ago
Manager, Power, Utilities & Renewables
Leo Berwick AI
Toronto, ON · Greater Toronto Area, Canada
Full-time
Leo Berwick AI (“LB AI”) is a high-growth technology and AI advisory firm that works with PE firms and their portfolio companies across the deal lifecycle, from technology M&A services to…
Added 6 hours ago
Business Banking Associate, National Real Estate Group
TD
Surrey, BC · Vancouver, BC
Full-time
The Associate supports the underwriting, portfolio management, and execution of commercial real estate financing transactions within the National Real Estate Group. Working closely with…
Added 6 hours ago
Pricing Product Manager
BMO
Toronto, ON · YNG
Full-time
This role sits within the Commercial Banking Strategy team and combines commercial loan pricing, profitability analytics, and product management. The successful candidate will act as a key…
Added 7 hours ago
Senior Art Director
Critical Mass
Toronto, ON
Full-time
…a feeling no one had words for, the storyboard that makes a client lean forward, the prototype that feels inevitable. As a Senior Art Director at Critical Mass, you develop the concept and…

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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