Senior Private Wealth Manager at Cardinal Point (Calgary)

Elevate client investment strategies as a Senior Private Wealth Manager with Cardinal Point Wealth Management. This full-time role requires managing client relationships across North America with expertise in financial planning. As a key leader in either Toronto or Calgary, you will guide a team while overseeing a diverse portfolio for 200-300 clients. Your success in this role hinges on a minimum of 5 years of experience, effective communication, and strong organizational skills. Cross-border licensing will enhance your ability to deliver tailored investment solutions. Key Responsibilities: • Lead management of client relationships across North America • Collaborate with financial and estate planning experts • Conduct annual portfolio reviews with compliance duties • Define clients' investment policies and objectives • Liaise with clients’ advisors to ensure compliance Requirements: • 5+ years of managing a client book • CFA or CIM certification required • Series 66 or equivalent preferred • Robust communication and leadership capabilities • Licensed in Canada and the U.S. Bring your expertise and commitment to client service to Cardinal Point Wealth Management. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pu5w6