Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management expertise and solid client communication in a hybrid setting.This full-time Private Wealth Manager and Portfolio Manager role supports high-net-worth clients and team development. You will advise on investment, tax, estate, trust, and financial planning. The position requires organized process management and collaboration with leadership and expert advisors.Key Responsibilities:

Serve as primary client liaison, advisor, team leader,



and advocateDevelop integrated cross-border wealth management strategies for clientsManage and rebalance diversified investment portfoliosCoordinate annual or semiannual financial planning reviewsCollaborate with internal and external professionals on implementationRequirements:

At least five years managing a book of businessFull Canadian licensing with United States or cross-border experienceBachelor’s degree and Certified Financial Planner designationExceptional interpersonal, process management, and detail skillsChartered Investment Manager or Chartered Financial Analyst preferredBring portfolio management, cross-border planning, and client leadership expertise to Cardinal Point’s Toronto wealth management team.

📌 Private Wealth Manager Toronto (Winnipeg)
🏢 LE0090 Cardinal Point Capital Management ULC
📍 Winnipeg