Private Wealth Manager & Cross-Border Tax

Focus Partners Wealth(6 months ago)

Toronto, Ontario, CanadaOnsiteFull TimeSenior$200,000 - $250,000

About this role

Cardinal Point is seeking a Private Wealth Manager to support cross-border tax and wealth planning for high-net-worth clients between the U.S. and Canada. The role offers opportunities to deepen expertise, manage client relationships, and contribute to the growth of the advisory practice in Toronto, Ontario.

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Required Skills

Tax Planning
Financial Planning
Cross-border Tax
Wealth Management
Investment Strategies
Tax Software
Client Relations
Tax Compliance
Estate Planning
Trusts

Qualifications

Bachelor’s Degree
CPA, CA, or LLM
CFP in Canada and/or the US
5+ years experience in tax

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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