Elevate your career at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto, Canada. This full-time, partially remote role is ideal for experienced professionals in wealth management and financial planning.

We seek a dedicated Private Wealth Manager with a minimum of 5 years managing client relationships. Strong communication and organizational skills are essential, along with Canadian licensing and cross-border expertise. Your role will involve developing comprehensive strategies that integrate tax, investment, and financial planning to ensure client objectives are met.

Key Responsibilities:
• Act as the primary liaison for client financial strategies
• Guide clients through cross-border wealth management




• Prepare and review detailed tax projections and planning reports
• Research and communicate tax strategies for compliance
• Collaborate with external tax professionals for strategy integration

Requirements:
• 5+ years in wealth management
• Bachelor's degree and relevant designations (CFP preferred)
• Proven relationship management skills
• Robust process acumen
• Ability to mentor support staff

Shape successful financial strategies while delivering exceptional service to clients.
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📌 Senior Private Wealth Manager in Toronto (Ontario)
🏢 Focus Partners Wealth
📍 Ontario