Elevate your career with Cardinal Point Wealth Management as a Senior Private Wealth Manager in Calgary, Alberta. This full-time role includes leading a team and managing 200-300 households across Canada and the U.S.

Cardinal Point Wealth Management is looking for a proactive Senior Private Wealth Manager for a team leadership role. You will oversee client relationships while managing an associate and a client specialist to deliver personalized investment management and financial planning services. Solid communication skills, organization, and process acumen are crucial for success in this role.

Key Responsibilities:
• Manage client relationships for 200-300 households
• Lead a team to provide investment and planning services




• Conduct annual portfolio management reviews
• Develop personalized investment policy statements
• Coordinate with clients' tax and investment professionals

Requirements:
• Minimum 5 years managing a book of business
• CFA or CIM required, Series 66 preferred
• Bachelor’s degree mandatory
• Fully licensed in Canada and U.S. preferred
• Financial planning experience is a plus

Become a key leader at Cardinal Point Wealth Management, driving client success through tailored financial solutions.
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📌 Senior Wealth Manager at Cardinal Point (Alberta)
🏢 LE0092 CP Services
📍 Alberta