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 servicesLead a specialized team including wealth managers and specialistsPerform annual compliance reviews and KYC documentationCreate tailored investment objectives and asset guidelinesOversee tax and investment coordination with external professionalsRequirements:At least 5 years managing a financial portfolioCFA or CIM credentials requiredRelevant bachelor's degree essentialLicensed in Canada and the U.S. preferredExperience in financial planning is an assetLead the way at Cardinal Point Wealth Management, guiding high-net-worth clients with strategic financial solutions.#J-18808-Ljbffr

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