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