Private Wealth Manager Toronto
LE0090 Cardinal Point Capital Management ULC
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. 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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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.
#J-18808-Ljbffr
Vacancy posted 40 minutes ago
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