Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management expertise and robust 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 specialists 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.
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📌 Private Wealth Manager Toronto
🏢 LE0090 Cardinal Point Capital Management ULC
📍 Toronto