Accounting & Finance

Cross-Border Private Wealth Manager

LE0090 Cardinal Point Capital Management ULC

Toronto · Ontario · Canada

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.

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Reference: WJ-3875_13853861

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