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 strong 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.

📌 Team Lead - Private Wealth Management (Calgary)
🏢 LE0092 CP Services
📍 Calgary