Cross-Border Private Wealth Manager (Ontario)

Cross-Border Private Wealth Manager (Ontario)

11 Oct
|
LE0090 Cardinal Point Capital Management ULC
|
Ontario

11 Oct

LE0090 Cardinal Point Capital Management ULC

Ontario

Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team in Toronto. Ideal candidate has 5+ years of wealth management experience, is fully licensed in Canada with US cross-border licensing, and possesses robust communication and organizational skills.
The role involves leading client relationships, cross-border tax planning, and collaboration with specialists to deliver comprehensive financial plans.

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📌 Cross-Border Private Wealth Manager (Ontario)
🏢 LE0090 Cardinal Point Capital Management ULC
📍 Ontario

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