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 advocate

Develop integrated cross-border wealth management strategies for clients

Manage and rebalance diversified investment portfolios

Coordinate annual or semiannual financial planning reviews





Collaborate with internal and external professionals on implementation

Requirements

At least five years managing a book of business

Full Canadian licensing with United States or cross-border experience

Bachelor’s degree and Certified Financial Planner designation

Exceptional interpersonal, process management, and detail skills

Chartered Investment Manager or Chartered Financial Analyst preferred

Bring 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