Private Wealth Manager & Portfolio Manager
Toronto, ONRemoteFull Time
CP
Cardinal Point Capital Management ULC
5+ YOECandidates need at least 5 years managing a book of business, a bachelor's degree, and full Canadian licensing; US cross-border licensing is an asset. A CFP is required, a US CFP or CIM/CFA is preferred, and strong organization, communication and process skills are essential.
Leadership, Financial planning, Research, Onboarding, CIM, CFA