Cardinal Point Wealth Management is hiring a Private Wealth Manager to serve clients in Toronto or Calgary. This full time role emphasizes relationship building and strategic investment management across North America.

Candidates should possess at least 5 years of robust experience in managing wealth for high-value clients. As the integral client advocate, you will handle portfolio reviews, implement financial plans, and make critical decisions on asset allocations. Effective communication and process orientation are vital to maintain strong client relationships throughout various financial stages.

Key Responsibilities:
• Maintain client relationships while meeting expectations
• Conduct comprehensive client portfolio reviews annually




• Define investment objectives and guidelines with clients
• Manage asset transitions aligning with investment models
• Coordinate with tax and investment experts to ensure compliance

Requirements:
• Over 5 years of experience in wealth management
• Required certifications: CFP and CIM
• Bachelor’s Degree essential
• Highly organized and exceptional communicator
• Relevant cross-border licensing and experience preferred

Drive client success as a Wealth Manager by crafting personalized financial strategies that address their unique needs.
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📌 Cardinal Point Wealth Manager Role (Ontario)
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