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. Solid 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 specialists for strategy integration Requirements:
5+ years in wealth management
Bachelor's degree and relevant designations (CFP preferred)
Proven relationship management skills
Strong process acumen
Ability to mentor support staff Shape successful financial strategies while delivering exceptional service to clients.

📌 Senior Private Wealth Manager In Toronto (Canada)
🏢 Focus Partners Wealth
📍 Canada