Cross-Border Private Wealth Manager
$18.81k per yearCardinal 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- ...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
$200k - $220k per year
## Manager, Tax (Cross-Border)Apply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR **Job Description Summary:**Cardinal Point is seeking... ...opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families, and...SuggestedFull timeRemote work$150k - $180k per year
## Private Wealth Manager/Portfolio ManagerApply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR **Job Description Summary:**Cardinal... .... 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...PrivateFull timeWork at officeLocal area- ...ResQ is seeking a Senior Finance Manager to own the accounting function for its Canadian parent and U.S. subsidiaries. This high-autonomy... ...&L and margin analysis across service lines. Applicants should bring CPA credentials and strong cross-border experience. #J-18808-LjbffrSuggested
$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...Permanent employmentFull timeCasual workSeasonal workLocal areaMonday to fridayFlexible hours$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- A leading professional services firm in Toronto is seeking an experienced Tax Manager for their Private Client Services practice. The ideal candidate will advise business owner clients on tax opportunities, manage engagement teams, and drive growth initiatives. Required qualifications...Private practice
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$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...Full timeRemote workFlexible hours- ...is seeking an Associate Director, Deposits to support and grow the Private Wealth Deposits business across Private Banking and BMO Nesbitt Burns. You will combine pricing strategy, relationship management, and strategic project leadership to drive growth, enhance client and...Private
- ...ways to help our clients. As a privately owned company, we boldly... ...for performance and compliance management to ensure smooth operations.... ...Collaboration Collaborate with wealth advisor to support business development... ...ability to collaborate with cross-functional teams Ability to...Long term contractFull timeWork at officeRemote work
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$120k - $215k per year
Date limite pour présenter sa candidature : 10/30/2026 Adresse : 100 King Street West Groupe de famille d'emploi : Marketing Offrir des conseils et du soutien relativement aux objectifs de marketing d’un secteur d’activité ou d’un groupe d’exploitation...PrivatePart time- ...Director to drive the development and articulation of the RBC Wealth Management segment strategy. You will work with WM BU Heads to shape and... ...synthesize findings, and draft presentations, partnering with cross-functional teams to ensure growth strategies are well developed...
- ...Nationale du Canada in Toronto seeks a Regional Vice-President, Private Banking to lead Ontario PB1859, shaping growth and client... ...specialists and collaborate across lines to deliver tailored wealth management solutions. The role emphasizes strategic leadership, talent...Private
- ...operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment... ...experience within wealth management, investment advisory, private banking, brokerage, or financial services. ~5+ years of leadership...PrivatePermanent employment
$83k - $133k per year
...there’s nowhere like RSM. RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our... ...worth families strengthen their wealth and minimize taxes. We serve single... ...specialty tax areas as well as cross line of business to build client...PrivateInternshipPrivate practice- ...E.G. Gray transportation ltd is seeking an AZ T/T driver with a FAST CARD to join our US cross-border team. Work from multiple Canadian yards including Oshawa and Etobicoke, servicing US routes with steady LTL and TL freight. Established over 30 years, we offer bi-weekly...
- ...Select how often (in days) to receive an alert: Title: Senior Manager, Wealth Credit Structuring Requisition ID: Join a purpose... ...management and resolution of problem loan accounts domiciled to Private Banking. The role acts as a key escalation point for...Private
- ...Scotiabank is seeking a Managing Director, Strategy & Transformation to shape enterprise... ...critical transformation initiatives across Wealth Management. The role partners with EVP-level... ...requires a track record of guiding complex, cross-functional programs with strong governance...
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- ...Electric Mind | Ignite your Career Consultant Strategy & Business Architecture – Wealth Management Practice About the role We're hiring a Consultant / Senior Consultant who knows how Canadian wealth management actually works, from industry economics down to the...Permanent employmentFull time
- ...Bechtel is seeking an Delivery Manager - Integration to support the integrated delivery of a major project in Toronto, Ontario. The role focuses on coordinating cross-work-package activities, aligning sequencing, and ensuring milestones are met across contracts. You will...
$153.6k per year
...full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing,... ...foundation of how we review and optimize estate plans for our Wealth Management clients — an area that many HNW clients fail to properly address...Long term contract- ...Scotiabank is seeking a Senior Manager in Business Risk Management, Regulatory to contribute to Global Wealth Management’s risk and regulatory programs in Canada. You will help ensure compliance with governing regulations, internal policies, and procedures while supporting...
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- ...AZ US Cross Border Owner Operator - MUST have FAST CARD ~ Position #: 3 Job description- MUST have FAST CARD E.G. Gray Transportation is family owned and operated servicing Canada and the US for over 30 years currently recruiting Owner Operators for our US division...Permanent employmentFull timeFor contractors
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