Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to manage a portfolio of households across Canada and the United States. This is a full-time role for the ideal candidate located in either Toronto, Ontario or Calgary, Alberta, who has at least 5 years' experience managing a book of business, is a positive communicator, is organized and has a strong process acumen. The ideal candidate is fully licensed in Canada, and US/cross-border licensing and experience, with some financial planning experience, is a plus.

Client relationship management responsibility for assigned clients to meet or exceed the clients' expectations in accordance with each client's contract and all promises and expectations set for the relationship, on behalf of both the clients and the Company. Engaging with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements for individual clients. Asset allocation modeling and developing transition plans to migrate existing legacy holdings of new clients to model allocations.

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 semi-financial planning annual reviews for assigned clients and prepare review modules (annual or periodic plan reviews of individual pieces of the financial plan). Coordination of 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.

Over 5 years relevant experience required. Bachelor's Degree required. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, and life insurance.

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. expats living abroad.

Cardinal

Point is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. 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.

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. 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.

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 POLYGRAP OR SIMILAR TEST.

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. 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. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting.

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms-spanning the U.That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers. #

📌 Private Wealth Manager/Portfolio Manager (Toronto)
🏢 Focus Partners Wealth
📍 Toronto