Cross-Border Private Wealth Manager (Ontario)

Cross-Border Private Wealth Manager (Ontario)

13 Oct
|
Cardinal Point Wealth Management, ULC
|
Ontario

13 Oct

Cardinal Point Wealth Management, ULC

Ontario

Cardinal Point Wealth Management in Toronto seeks a career-oriented Private Wealth Manager/Portfolio Manager with a minimum of 5 years managing a book of business. The ideal candidate is fully licensed in Canada with US cross-border licensing and has experience in financial planning.
A CFP or CIM/CFA designation is preferred, and strong communication and organizational skills are essential. This is a full-time role with competitive base pay and advantages.

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

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