Team Lead Private Wealth Management (Calgary) (Alberta)

Take the lead at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto or Calgary. This full time role focuses on managing relationships for 200-300 clients across North America. As a key team leader, you will be responsible for directing a team while managing a diverse book of business. With a minimum of 5 years’ experience, effective communication skills, and solid organizational abilities, you will enhance client investment strategies. Having cross-border licensing and financial planning skills will set you apart. Key Responsibilities Lead management of client relationships in North America Partner with a team of financial and estate planning experts Perform annual portfolio management reviews with compliance duties Define investment policies and objectives for clients Liaise with clients’ tax and investment advisors to ensure compliance Requirements Minimum of 5 years managing a book of clients CFA or CIM required for the role Series 66 or equivalent preferred Excellent communication and leadership skills Licensed in Canada and the U.S. Lead with your expertise and commitment to client service at Cardinal Point Wealth Management. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pl7g1