Cross-Border Private Wealth Manager (Toronto)

Cross-Border Private Wealth Manager (Toronto)

12 Oct
|
LE0090 Cardinal Point Capital Management ULC
|
Toronto

12 Oct

LE0090 Cardinal Point Capital Management ULC

Toronto

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.

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

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