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 strong 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 satisfactionPerform annual portfolio management reviews and updatesDevelop personalized investment strategies for clientsFacilitate the transition of assets into model allocationsLiaise with external professionals for tax and investment coordinationRequirements:Minimum 5 years relevant experience requiredCertifications: CFP and CIM or equivalentBachelor's degree necessaryOutstanding communication and organization skillsFamiliarity with cross-border financial regulations is a plusShape financial futures as a Portfolio Manager, providing tailored solutions that align with client goals.#J-18808-Ljbffr

📌 Portfolio Manager At Cardinal Point (Toronto)
🏢 Focus Partners Wealth
📍 Toronto