Accounting & Finance

Cross-Border Private Wealth Manager

Cardinal Point Wealth Management, ULC

Toronto · Ontario · Canada

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.

#J-18808-Ljbffr

Reference: WJ-3875_13927739

Apply now

Continue on the employer's official application - the same link they use for every candidate.

More jobs

This role is listed on GigBlows for discovery and search. Hiring decisions and applications are handled by the employer or their chosen application system.