Step into a leadership role as a Principal at a prestigious Canadian Multi-Family Office, focusing on wealth preservation for ultra-high-net-worth families. Utilize your expertise in financial planning and tax strategy to guide clients effectively.
As a Principal, you will serve as a relationship manager and trusted advisor, overseeing complex planning initiatives and contributing to the firm's growth. You will also engage in mentoring junior team members while building robust connections with external advisors. Your strategic mindset will ensure that clients receive the highest standard of financial advice.
Key Responsibilities:
• Manage client relationships with ultra-high-net-worth families
• Lead initiatives focused on financial and tax planning




• Collaborate with external consultants and value-added advisors
• Mentor and develop junior team members
• Create and implement tailored wealth strategies for clients
Requirements:
• CPA + CFA or CIM; 10+ years of experience required
• Proven leadership in complex financial engagements
• Strong communication and relationship-building skills
• Effective project management abilities
• Commitment to continuous professional development
Shape the future of wealth management by providing strategic advice and services that empower ultra-high-net-worth clients.
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📌 Wealth Management Principal in Canada (Toronto)
🏢 Oakbridge Search Partners
📍 Toronto