Elevate your financial career with Cardinal Point Wealth Management as a Private Wealth Manager in Toronto or Calgary. Manage diverse portfolios for clients across Canada and the U.S. in this full-time position.

This role requires a minimum of 5 years of experience in wealth management, where exceptional communication and organizational skills are essential. As a fully licensed financial professional, you’ll be responsible for client relationship management, asset allocation, and overseeing investment transitions. Your goal will be to ensure that clients' financial plans align with their objectives and standards throughout all relationship phases.

Key Responsibilities:
• Manage client relationships and exceed expectations
• Conduct annual client portfolio reviews and compliance documentation




• Establish investment objectives and guidelines for clients
• Coordinate asset transitions for recent clients effectively
• Serve as a liaison to implement clients’ financial plans

Requirements:
• Over 5 years relevant experience required
• CFP and CIM certifications mandatory
• Bachelor’s Degree essential
• Strong process acumen and communication skills
• Proven ability to manage complex financial relationships

Leverage your expertise as a Private Wealth Manager to enhance the financial well-being of diverse clients across Canada and the United States.
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