Accounting & Finance

Cross-Border Private Wealth Manager

Cardinal Point Wealth Management, ULC

Toronto · Ontario · Canada

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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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Reference: WJ-5769_53339 · Posted 05 Nov 2026, 12:34 PM

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