At a Glance
- Tasks: Manage cross-border wealth portfolios and provide tailored financial planning.
- Company: Cardinal Point Wealth Management, a leading firm in Toronto.
- Benefits: Competitive salary, comprehensive benefits, and a supportive work environment.
- Other info: Full-time role with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 5+ years of experience, Canadian and US licensing, strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
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.
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Cross-Border Private Wealth Manager in Toronto employer: Cardinal Point Wealth Management, ULC
At Cardinal Point Wealth Management, we pride ourselves on fostering a collaborative and supportive work environment in the heart of Toronto. Our commitment to employee growth is reflected in our comprehensive training programs and mentorship opportunities, ensuring that our Private Wealth Managers thrive both personally and professionally. With competitive compensation and a focus on work-life balance, we offer a rewarding career path for those looking to make a meaningful impact in the financial planning industry.
Contact Details:
Cardinal Point Wealth Management, ULC Recruitment Team
