Private Wealth Manager/Portfolio Manager

Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 5 years' experience managing a book of business, is a strong communicator, organized, and has strong process acumen. The ideal candidate is fully licensed in Canada, with US/cross-border licensing and experience. Financial planning experience, a plus. Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 5 years' experience managing a book of business, is a strong communicator, organized, and has strong process acumen. The ideal candidate is fully licensed in Canada, with US/cross-border licensing and experience. Financial planning experience, a plus. Act as the client’s primary liaison, team leader, and advocate, ensuring that financial and tax planning strategies are executed according to firm standards and individual recommendations, while continuously monitoring progress to help clients achieve their goals throughout all phases of the relationship. Serve as the primary advisor for all aspects of cross-border wealth management, including tax, investment, and financial planning with responsibility for integrating these components into comprehensive financial strategies for clients. Prepare and review tax projections and planning reports. Review prior year tax returns as part of the financial planning process to ensure past compliance work was done correctly. Research complex individual, corporate, and trust tax issues, and communicate actionable tax strategies and opportunities to support client needs for cross-border tax planning and compliance. Identify, effectively communicate and document tax issues and opportunities. S. tax software Collaborate with external tax and legal professionals to ensure cross-border wealth management strategies comply with all relevant regulatory requirements and are fully integrated into each client’s comprehensive financial plan. Conduct regular reviews with clients to monitor changes in tax regulations, lifestyle objectives, and material life events, ensuring their plans remain compliant and aligned with fiduciary standards to deliver a seamless client experience. Peer reviews for modular financial and tax planning. S. and Canadian tax projections. Peer resource for ad-hoc cross-border tax questions. 4+ years of experience within wealth management, including experience with financial planning

• Bachelors degree required
• CIM or CFA designation is preferred
• 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 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. #