Cross-Border Private Wealth Manager
LE0090 Cardinal Point Capital Management ULC
Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team in Toronto. Ideal candidate has 5+ years of wealth management experience, is fully licensed in Canada with US cross-border licensing, and possesses strong communication and organizational skills.
The role involves leading client relationships, cross-border tax planning, and collaboration with specialists to deliver comprehensive financial plans.
#J-18808-LjbffrVacancy posted 1 day ago
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