Senior Private Wealth Manager & Team Lead (Canada/Us)
$150k - $180k per yearFocus Financial Partners
Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager in Toronto to lead a client team and manage 200-300 households across Canada and the United States.The role requires at least 5 years’ experience, full licensing in Canada, and cross-border licensing. CFA/CIM is preferred, with a base salary in the $150,000–$180,000 range plus comprehensive benefits and potential bonus.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Manager & Team Lead (Canada/Us) in Winnipeg, MB vacancy
$150k - $180k per year
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...SeniorPrivateFull timeWork at officeLocal areaFocus Financial Partners
Winnipeg, MB3 hours ago- Franklin Templeton is seeking a dynamic Head of Private Markets, Canadian Wealth Management to lead the firm’s distribution strategy across Canada, driving advisor engagement, platform adoption, and partnerships across private markets including private equity, private credit...Private
Franklin Templeton
Winnipeg, MB3 hours ago - A leading wealth management platform is seeking a Head of Sales to drive pipeline growth and convert leads into agreements. This executive role requires 5+ years of sales experience in fintech or wealth management, with a proven track record in closing significant deals. Candidates...Suggested
Super Advisor
Winnipeg, MB3 hours ago - The Mason Group - Strategic Search Partners is seeking a Manager, Payroll & Benefits to lead payroll and benefits operations across Canada and the United States in a fast-paced, multi-jurisdictional environment. This role combines payroll leadership, compliance, benefits administration...Senior
The Mason Group - Strategic Search Partners
Winnipeg, MB3 hours ago - Senior UAT Lead – Wealth ManagementLocation: Toronto, ONWork Model: Hybrid (2 days per week in-person preferred)Skills: HP ALM, BFS: Wealth Management, Automated QA – TestCompleteYears of Experience: 8–10 Role DescriptionSeeking a Senior QA/UAT Lead with 15+ years...SeniorWork at office2 days per week
Astra-North Infoteck Inc.
Winnipeg, MB3 hours ago - Pontosense is launching Silvie in Canada and the US, seeking a passionate ambassador programme lead in a hybrid role based in Toronto or Waterloo. You will find, recruit and engage senior ambassadors and their families, shaping a storytelling approach that showcases Silvie’...Senior
Pontosense
Winnipeg, MB3 hours ago - ...Head of Performance Marketing for a hands-on role spanning Canada and the United States. This senior seat focuses on building in-house paid media capability... ...Ads, Meta, LinkedIn and TikTok, optimize budgets, generate leads, and measure performance with GA4. #J-18808-LjbffrSenior
Mafra Talents
Winnipeg, MB3 hours ago - ...Meridian Credit Union is seeking a Regional Vice President Wealth to lead the Wealth Management strategy across the region. You will manage Senior Financial Planners, Financial Planners, and Private Investment Advisors, setting standards, coaching for success, and driving...SeniorPrivate
Meridian Credit Union
Winnipeg, MB3 hours ago - BMO Financial Group recherche un leader marketing pour concevoir et exécuter des plans et stratégies alignés sur les objectifs commerciaux et les normes de la marque. Le rôle nécessite une forte expérience en marketing et en communications dans le secteur des services financiers...Private
BMO Financial Group
Winnipeg, MB3 hours ago $122.9k - $162.8k per year
Job DescriptionWith us, you can. You want What if you could redefine what’s possible... ...Starts HereAre you ready to play a leading role in delivering land development and... ...is seeking a strategic, client-focused Senior Project Manager – Team Lead to lead and grow a team of design...SeniorContract workFor contractorsLocal areaRemote workFlexible hoursWSP in Canada
Winnipeg, MB3 hours ago- ...initiatives in Toronto using P&L management, quantitative analysis, and scenario planning. Support TD Wealth leadership through integrated... ...and priority execution across Private Wealth Management. Partner... ...National Office, and enterprise teams. Translate financial results,...PrivateWork at office
The Toronto-Dominion Bank (Canada)
Winnipeg, MB3 hours ago - Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management expertise and strong client communication in a hybrid setting.This full-time Private Wealth Manager and Portfolio Manager role supports high-net-worth clients and team development...PrivateFull time
LE0090 Cardinal Point Capital Management ULC
Winnipeg, MB3 hours ago - Title: Senior Manager and Team Lead, Credit Risk, Retail Requisition ID: 277609Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Leads and oversees Adjudication Centre of Expertise/Global Operations in Canada ensuring business...SeniorPrivateWork at officeShift work
Scotiabank
Winnipeg, MB3 hours ago - ...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...PrivateFull time
Cardinal Point Wealth Management, ULC
Winnipeg, MB3 hours ago $133k - $190k per year
...Snapshot of Your DayWe are seeking a Procurement Team Lead to provide functional leadership for a... ...objectives while supporting teams in managing complex commercial negotiations and supplier... ...: Our Commitment to DiversityLucky for us, we are not all the same. Through diversity...Long term contractContract workImmediate startRemote workFlexible hoursSiemens Energy
Winnipeg, MB3 hours ago- Shape Tangerine Wealth’s competitive strategy through market research, customer insights, and clear reporting for senior leadership teams.This Senior Manager role focuses on wealth strategy, research, and growth planning within Tangerine. You will evaluate customer needs, market...Senior
Scotiabank
Winnipeg, MB3 hours ago - Title: Senior Manager, Wealth Management Taxation - Toronto, ONRequisition ID: 274565 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth...SeniorPrivate
Scotiabank
Winnipeg, MB3 hours ago - Private wealth portfolio management in Vancouver or Calgary centers on investment counselling, client relationships, and holistic wealth advice. Guide high net worth clients through disciplined investment strategies.As Portfolio Manager with Scotia Jarislowsky Fraser, you will...Private
Scotiabank
Winnipeg, MB3 hours ago $120k - $130k per year
...Univerus delivers mission‑critical technology across public and private sectors. Our flagship product, Unity ERP, powers operations... ...BU. Job DescriptionAbout the RoleWe are hiring a Senior Developer (Team Lead) to drive meaningful product outcomes through hands‑on delivery...SeniorPrivateRemplacementLong term contractLocal areaUniverus Inc
Winnipeg, MB3 hours ago- Royal Bank of Canada is seeking a Senior Manager, Business Risk to support Wealth Management Canada’s Operational Risk management leadership. You will guide risk and control assessments, reporting, and program governance, partnering with 2LoD, Compliance, and other dependencies...Senior
Royal Bank of Canada
Winnipeg, MB3 hours ago - Senior Chemical Process Engineer - US or Canada Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent... .... Working closely with metallurgists and commercial teams, you will identify environmentally optimal and cost-...SeniorWorldwide
Jobgether
Winnipeg, MB3 hours ago - ...Energy Location: Winnipeg, MB, Canada Join a company that is passionately... ...positive change! The Substation Lead works within a multi-discipline team to develop efficient and reliable... ...and constructability. Support and manage business development activities,...Long term contractFor contractorsFor subcontractorLocal areaFlexible hours
- Lead wealth management transformation projects in Montreal through budget, schedule, and change management accountability. Work under a hybrid delivery... ...increments.This project manager assignment supports the GPAP senior vice-presidency’s transformation program. You will deliver...Senior
Maarut
Winnipeg, MB3 hours ago - ...Job Description: Job Location: US, Europe, Korea Responsibilities 1）Plan for new products, features, enhancements and new partnerships... ...frequently Space on Twitter, and have the ability to moderate 4）Manage influencer marketing on Twitter and Youtube. Requirements:...Remote jobLocal areaWork from home
$250k - $300k per year
...partnerships. As a forward thinking asset manager, we build dynamic relationships... ...unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad... ...clients’ success. What is the Private Markets group responsible for?Franklin...SeniorPrivateLong term contractTemporary workLocal areaFlexible hoursFranklin Templeton
Winnipeg, MB3 hours ago- Lead business performance and strategic initiatives for TD Private Wealth Management in Toronto, using financial analysis and scenario planning.As Manager, Business Performance & Strategic Initiatives, you will establish PWM performance capabilities and support leadership decisions...Private
TD
Winnipeg, MB3 hours ago $115.6k - $163.2k per year
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business:... ...Department Overview Our team of trusted audit professionals... ...TD's good governance depends on us. We’re counted on to provide recommendations... ...audit strategyOversee / lead / manage and plan audit...SeniorLong term contractWork from homeTD Bank Group
Winnipeg, MB3 hours ago- Build something people loveWealthsimple is Canada’s leading financial innovator. The company offers... ...sophisticated financial products across managed investing, do-it-yourself trading,... ...administration. The company was founded in 2014 by a team of financial experts and technology...SeniorLong term contract
Wealthsimple
Winnipeg, MB3 hours ago - ERCO is seeking a Culture Cluster Manager, West to promote ERCO lighting products to the museum community across the Western United States and Canada. The role emphasizes building relationships, leading demonstrations and presentations, and expanding brand presence in the market...Remote work
ERCO
Winnipeg, MB3 hours ago - ...Energy Location: Winnipeg, MB, Canada Join a company that is... ...is seeking a Transmission Line Lead to join our Power practice, supporting... ...design quality and mentor our team, while also playing a lead role... ....S. jurisdictions. • Provide senior technical oversight across the...SeniorLong term contractLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Manager & Team Lead (Canada/Us). Be the first to apply!
Related searches
- recreation leader Winnipeg, MB
- camp leader Winnipeg, MB
- day camp leader Winnipeg, MB
- team leader Winnipeg, MB
- chef d'équipe service Winnipeg, MB
- gestionnaire d’équipe Winnipeg, MB
- chef d'équipe Winnipeg, MB
- summer camp leader Winnipeg, MB
- team lead marketing Winnipeg, MB
- chef d'équipe production Winnipeg, MB