Join Cardinal Point Wealth Management as a Team Lead in Calgary, Alberta, overseeing a dynamic team. This senior role involves managing client portfolios and delivering comprehensive financial advice across North America.

In this full-time Senior Private Wealth Manager position, you will lead a dedicated team handling portfolios for 200-300 households while ensuring compliance and excellence in client service. The ideal candidate will demonstrate robust leadership, excellent communication, and a keen process orientation to enhance client relationships and investment strategies.

Key Responsibilities:
• Direct client relationship management and investment services
• Lead a specialized team including wealth managers and specialists




• Perform annual compliance reviews and KYC documentation
• Create tailored investment objectives and asset guidelines
• Oversee tax and investment coordination with external professionals

Requirements:
• At least 5 years managing a financial portfolio
• CFA or CIM credentials required
• Relevant bachelor’s degree essential
• Licensed in Canada and the U.S. preferred
• Experience in financial planning is an asset

Lead the way at Cardinal Point Wealth Management, guiding high-net-worth clients with strategic financial solutions.
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📌 Team Lead - Private Wealth Management (Alberta)
🏢 LE0092 CP Services
📍 Alberta