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.

📌 Senior Wealth Manager at Cardinal Point (Calgary)
🏢 LE0092 CP Services
📍 Calgary