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 skilled, 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 expectationsConduct annual client portfolio reviews and compliance documentationEstablish investment objectives and guidelines for clientsCoordinate asset transitions for new clients effectivelyServe as a liaison to implement clients' financial plansRequirements:Over 5 years relevant experience requiredCFP and CIM certifications mandatoryBachelor's Degree essentialStrong process acumen and communication skillsProven ability to manage complex financial relationshipsLeverage your expertise as a Private Wealth Manager to enhance the financial well-being of diverse clients across Canada and the United States.#J-18808-Ljbffr

📌 Private Wealth Manager In Canada (Toronto)
🏢 Focus Partners Wealth
📍 Toronto