Cross-Border Private Wealth Manager (Toronto)

14 Oct

Cardinal Point Wealth Management, ULC

Toronto

14 Oct

Cardinal Point Wealth Management, ULC

Toronto

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 benefits.

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

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