Cross-Border Private Wealth Manager

Cardinal Point Wealth Management in Toronto seeks a career-oriented Private Wealth Manager/Portfolio Manager with a minimum of 5 years managing a book of business. The ideal candidate is fully licensed in Canada with US cross-border licensing and has experience in financial planning.

A CFP or CIM/CFA designation is preferred, and strong communication and organizational skills are essential. This is a full-time role with competitive base pay and benefits.