Cross-Border Private Wealth Manager
Cardinal Point Wealth Management, ULC
Cardinal Point Wealth Management in Toronto seeks a career-oriented Private Wealth Manager/Portfolio Manager with a minimum of 5 years managing a book of business. The ideal candidate is fully licensed in Canada with US cross-border licensing and has experience in financial planning.
A CFP or CIM/CFA designation is preferred, and strong communication and organizational skills are essential. This is a full-time role with competitive base pay and benefits.
#J-18808-Ljbffr- ...Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team in Toronto. Ideal candidate has 5+ years... ...management experience, is fully licensed in Canada with US cross-border licensing, and possesses strong communication...Private
$73k - $90k per year
...your tomorrow. We are looking for a Senior Accountant – Cross Border Tax to join our team —a role where your expertise will drive... ...clients, other advisors and tax authorities Coordinate and manage client accounts Assist managers and partners with tax initiatives...SuggestedPermanent employmentFull timeCasual workSeasonal workLocal areaMonday to fridayFlexible hours- ...Applicable Specialism Entrepreneurial & Private Business (EPB) - Private Clients Management Level Senior Manager Job... ...the team focus on key issues like wealth management, compliance, cash flow management... ...apart Navigate the complexities of cross-border and/or diverse teams and...PrivateInternship
$70 - $90 per hour
...Angelo , Larry Summers , and Jack Dorsey . Position: Wealth Management and Asset Management Specialist Type: Contract... ...~3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office. ~ Background in financial...PrivateFull timeContract workSummer workWork at officeRemote work$65k - $95k per year
...Make an impact on our Cross Border Individual Tax team as a Senior Accountant. This diverse... ...Responsibilities Responsible for managing U.S. and combined U.S.-Canadian individual... ...interactions, reports, technical work, management presentations and high-quality deliverables...SuggestedFull timeRemote workFlexible hours$200k - $220k per year
## Manager, Tax (Cross-Border)Apply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR100477**Job Description Summary:**Cardinal Point... ...exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families, and...Full timeRemote work- Advance your career in tax management with Cardinal Point as a Cross-Border Tax Manager, partially remote based in Toronto, Canada. Leverage your expertise to... ...platform to harness your cross-border expertise in wealth management. Key Responsibilities: • Act as primary advisor...Full timeRemote work
- Elevate your career with Cardinal Point as a Cross-Border Tax Manager in Toronto. This hybrid role focuses on delivering expert tax and wealth planning for high-net-worth individuals and families. As a proactive Tax Manager, you will leverage your experience to shape comprehensive...
- Elevate your career as a Tax Manager at Cardinal Point, specializing in cross-border tax and wealth planning. Leverage your expertise to serve high-net-worth clients across Canada and the U.S. Cardinal Point is seeking a motivated Tax Manager with a strong technical knowledge...
$150k - $180k per year
## Private Wealth Manager/Portfolio ManagerApply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR100475**Job Description Summary:*... ...acumen. The ideal candidate is fully licensed in Canada, with US/cross-border licensing and experience. Financial planning...PrivateFull timeRemote work$150k - $180k per year
...Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue... ...ideal candidate is fully licensed in Canada, with US/cross-border licensing and experience. Financial planning experience...PrivateFull timeInternshipWork at officeLocal area- Elevate your career at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto, Canada. This full-time, partially remote role is... ...skills are essential, along with Canadian licensing and cross-border expertise. Your role will involve developing comprehensive...PrivateFull timeRemote work
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...they are. Find our story here: About Meridian The Opportunity: Meridian is on an ambitious growth journey, with Wealth Management as a critical strategic engine. We are seeking a VP, Wealth to lead the continued evolution and expansion of our Wealth business...Full timeWork at officeRemote workShift work$83k - $98k per year
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