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 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. #J-18808-Ljbffr

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