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. Strong communication skills, organization, and process acumen are crucial for success in this role.Key Responsibilities:Manage client relationships for 200-300 householdsLead a team to provide investment and planning servicesConduct annual portfolio management reviewsDevelop personalized investment policy statementsCoordinate with clients' tax and investment professionalsRequirements:Minimum 5 years managing a book of businessCFA or CIM required, Series 66 preferredBachelor's degree mandatoryFully licensed in Canada and U.S. preferredFinancial planning experience is a plusBecome a key leader at Cardinal Point Wealth Management, driving client success through tailored financial solutions.#J-18808-Ljbffr

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