Cardinal Point Wealth Management, ULC Jobs in Canada

We are seeking a motivated Private Wealth Manager with expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners.This role combines strong technical tax knowledge with client-first mindset helping to design implement tailored fi ...

This is an excellent opportunity for a detail-oriented, client-focused professional who thrives in a dynamic, independent work environment and enjoys being at the center of operational excellence in a growing wealth management firm. · ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, · families and busi ...

+This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families, and business owners. · +Act as the client's primary liaison, team leader, and advocate... · ...

This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners. The ideal candidate will combine strong technical tax knowledge with a client-first mindset—helping to design and i ...

We're looking for an organized detail-oriented Onboarding specialist to join our Client Service team. · Bachelor's Degree in Business Finance or a related field. · Strong attention to detail and comfort working with structured processes. · ...

+Position Summary · At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. · ...

Position Summary · At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners ...

Asa Client Relationship Specialist,youwillplayavitalroleinsupportingourclients/team members/custodialpartnersbyensuringsmoothonboarding/accurateaccountadministration/outstandingday-to-day service. · ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families and busine ...

We pride ourselves on delivering exceptional client experiences across the U.S. and Canada.As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, · accurate account administrat ...