Job Description Summary:Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to managing 200-300 households across Canada and the United States. This is a full-time role for the ideal candidate located in Toronto, who has at least 5 years’ experience managing a book of business, is a good communicator, organized, and has robust process acumen. The ideal candidate is fully licensed in Canada, and US/cross-border licensing and experience, with some financial planning experience, a plus. This is a great opportunity for a career-oriented leader to build and lead a client team at Cardinal Point.Job Description:Primary Responsibilities Client relationship management responsibilities for 200-300 households, leading a team consisting of an associate private wealth manager and a client relationship specialist, to provide investment management and financial planning services in accordance with the clients’ contracts and expectations set for the client relationships, on behalf of the clients and the Company.Work alongside a team of financial planners, trust/estate specialists, life insurance specialists, and cross-border specialists.Complete annual (at minimum) client portfolio management reviews which include the completion of Know your Client (KYC), AML/ATF, and FATCA compliance documentation.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.Coordination of the tax and investment processes with the clients’ tax professionals and outside investment professionals.Coordinate and oversee financial planning within the company’s financial planning standards and expectations for client service. Qualifications Minimum 5 years’ experience managing a book of businessCFA or CIM required, Series 66 or equivalent is a plusBachelor’s degree required 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 Canadais a Canadian-U. S. wealth management company created to service the sophisticated needs ofhigh-net-worth families. Our financial advisorsoperateunder the fiduciary standard and understand that your wealth, family, interests,and values are all interconnected. Weare dedicated to providinginvestment 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 firmcomprisedof wealth management, family office, and business management services. For more about Cardinal Point, visit: Yz J1 Om Zv Y3 Vzc GFyd G5lcn M6 Yzpv Oj I3 NWU5 OTlm Y2 Iw ZGUx M2 Yw MWUz ZDc0 ZTU1 Nz Nj OTc2 Ojc6 OWYx Njox YTMy Mj Zi M2 Ex OWUy YWQ0 OTNk Nz Y5 ZGFm OGUy Zj Bk YWE4 ODYw NDI5 Zj I5 ZDI5 NDJk NTEx ZTFh ZGQ0 M2 Yw Mzcy Omg6 VDp G or follow the company on View=all. Yz J1 Om Zv Y3 Vzc GFyd G5lcn M6 Yzpv Oj I3 NWU5 OTlm Y2 Iw ZGUx M2 Yw MWUz ZDc0 ZTU1 Nz Nj OTc2 Ojc6 Nz Yz Nzo0 NDg3 Mz U3 NGE3 MDE4 OGQ5 MGIz MTM0 NDQy NDVh Mj Vi MDA5 MTkw Ym Qx Zjhi NTli NWIy ZTA5 NTZh MWE1 Zm My OTBh Omg6 VDp G.EEO StatementFocus 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@_ The following language is for US based roles only _For California ApplicantsInformation on your California privacy rights can be found here Yz J1 Om Zv Y3 Vzc GFyd G5lcn M6 Yzpv Om Fk Mz Bi Mjc2 Njk1 Nz Ez Mz Fm Zj Bj Nz Bk MTIw ZTY4 Nz E1 Ojc6 Mz Jl YTo4 Yzc1 ZThh Njhk N2 Fi MTJk OTRj Mm I0 MWUz OTQz M2 Y2 ZWY0 Nm Iy NThh Y2 Y5 Nm I2 NWNk M2 Vi ZGU2 ODc1 NDFh NTRh Omg6 VDp GFor Indiana ApplicantsIt 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 ApplicantsI 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. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.For Massachusetts ApplicantsIt 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 ApplicantsIf hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.For Rhode Island ApplicantsFocus 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.#J-18808-Ljbffr

📌 Senior Private Wealth Manager/Portfolio Manager - Team Lead (Toronto)
🏢 Focus Financial Partners
📍 Toronto