Cross-Border Private Wealth Manager

Cardinal Point Wealth Management, ULC; Toronto; On-site; CAD 150,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Job summary

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.

Qualifications

• 5+ years in wealth management or portfolio management with a book of business.
• Bachelor's degree required; CFP/ CFA/CIM preferred.
• Fully licensed in Canada with U.S./cross-border licensing experience.

Responsibilities

• Act as client liaison, team leader, and advocate, ensuring financial and tax planning strategies are executed per firm standards.
• Serve as primary advisor for cross-border wealth management including tax, investment, and financial planning components.
• Prepare and review tax projections and planning reports; monitor compliance and updates.
• Collaborate with external tax and legal professionals to ensure integrated cross-border wealth management.

Skills

Strong communication

Organized

Process acumen

Cross-border licensing experience

Education

Bachelor's degree

CFP designation

CIM or CFA designation

Tools

Canadian tax software

U.S. tax software

Job description

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.