Browse Jobs
Browse fresh roles from company career pages, then filter by keyword, location, salary, skills, remote scope, and more. Each listing links back to the employer-controlled apply path when available.
Browse fresh roles from company career pages, then filter by keyword, location, salary, skills, remote scope, and more. Each listing links back to the employer-controlled apply path when available.
Cardinal Point, Focus Partners Canada
Position Summary Cardinal Point Wealth Management, ULC is a Canada-U.S. cross-border wealth management firm that specializes in providing personalized investment, tax, estate, transition, and financial planning solutions to affluent individuals and families. Clients seek a long-t
Cardinal Point, Focus Partners Canada
Primary Responsibilities Client relationship management responsibility for assigned clients to meet or exceed the clients' expectations in accordance with each client's contract and all promises and expectations set for the relationship, on behalf of both the clients and the Comp
Cardinal Point, Focus Partners Canada
Primary Responsibilities Work with the client team to schedule meetings with the clients, prepare the meeting agenda, attend meetings, and record the meetings. Assist with the delivery of a portfolio report to the clients, updating KYC information and coordinating with the client
Cardinal Point, Focus Partners Canada
Position 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 located
Cardinal Point, Focus Partners Canada
Primary Responsibilities Client relationship management responsibility for assigned clients to meet or exceed the clients' expectations in accordance with each client's contract and all promises and expectations set for the relationship, on behalf of both the clients and the Comp