Join Cardinal Point Wealth Management as a Portfolio Manager, focusing on high-net-worth clients in Toronto or Calgary. This full-time role calls for solid leadership and wealth management expertise across Canada and the U.S.

As a core team member with over 5 years of experience, you'll manage client relationships while executing comprehensive financial strategies. Being fully licensed, you'll conduct portfolio reviews, engage clients in financial planning, and oversee their investment implementations. You will ensure that investment objectives and asset allocations meet each client’s unique needs.

Key Responsibilities:
• Oversee client management ensuring satisfaction
• Perform annual portfolio management reviews and updates




• Develop personalized investment strategies for clients
• Facilitate the transition of assets into model allocations
• Liaise with external professionals for tax and investment coordination

Requirements:
• Minimum 5 years relevant experience required
• Certifications: CFP and CIM or equivalent
• Bachelor’s degree necessary
• Outstanding communication and organization skills
• Familiarity with cross-border financial regulations is a plus

Shape financial futures as a Portfolio Manager, providing tailored solutions that align with client goals.
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📌 Portfolio Manager at Cardinal Point (Ontario)
🏢 Focus Partners Wealth
📍 Ontario