Senior Private Wealth Manager in Toronto
Focus Partners Wealth
Elevate your career at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto, Canada. This full-time, partially remote role is ideal for experienced professionals in wealth management and financial planning. We seek a dedicated Private Wealth Manager with a minimum of 5 years managing client relationships. Strong communication and organizational skills are essential, along with Canadian licensing and cross-border expertise. Your role will involve developing comprehensive strategies that integrate tax, investment, and financial planning to ensure client objectives are met. Key Responsibilities:
- Act as the primary liaison for client financial strategies
- Guide clients through cross-border wealth management
- Prepare and review detailed tax projections and planning reports
- Research and communicate tax strategies for compliance
- Collaborate with external tax professionals for strategy integration
- 5+ years in wealth management
- Bachelor's degree and relevant designations (CFP preferred)
- Proven relationship management skills
- Strong process acumen
- Ability to mentor support staff
Vacancy posted 1 day ago
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