11 Nov
|
LE0090 Cardinal Point Capital Management ULC
|
Toronto
11 Nov
LE0090 Cardinal Point Capital Management ULC
Toronto
Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management expertise and strong 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. Serve as primary client liaison, advisor, team leader, and advocate
Manage and rebalance diversified investment portfolios
Coordinate annual or semiannual financial planning reviews
Collaborate with internal and external professionals on implementation
Bachelor’s degree and Certified Financial Planner designation
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
🏢 LE0090 Cardinal Point Capital Management ULC
📍 Toronto