Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to managing 200-300 households across Canada and the United States. This is a full-time role for the ideal candidate located in Calgary, Alberta, who has at least 5 years' experience managing a book of business, is a good communicator, organized, and has solid process acumen. The ideal candidate is fully licensed in Canada, and US/cross-border licensing and experience, with some financial planning experience, a plus.

This is a excellent opportunity for a career-oriented leader to build and lead a client team at Cardinal Point. Client relationship management responsibilities for 200-300 households, leading a team consisting of an associate private wealth manager and a client relationship specialist, to provide investment management and financial planning services in accordance with the clients’ contracts and expectations set for the client relationships, on behalf of the clients and the Company. Work alongside a team of financial planners, trust/estate specialists, life insurance specialists, and cross-border specialists.

Complete annual (at minimum) client portfolio management reviews which include the completion of Know your Client (KYC), AML/ATF, and FATCA compliance documentation. Engaging with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements for individual clients. Asset allocation modeling and developing transition plans to migrate existing legacy holdings of new clients to model allocations.

Coordination of the tax and investment processes with the clients’ tax professionals and outside investment professionals. Coordinate and oversee financial planning within the company’s financial planning standards and expectations for client service.



Minimum 5 years’ experience managing a book of business CFA or CIM required, Series 66 or equivalent is a plus Bachelor’s degree required Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, and life insurance.

S. wealth management company created to service the sophisticated needs of high-net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests, and values are all interconnected. We are dedicated to providing investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S. expats living abroad.

Cardinal

Point is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability,



genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.

For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.

The Company complies fully with the Americans with Disabilities Act.

Focus

Partners, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.

📌 Senior Private Wealth Manager/Portfolio Manager - Team Lead (Calgary)
🏢 LE0092 CP Services
📍 Calgary