Maximize your leadership potential at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Calgary, Alberta. This role focuses on managing diverse client portfolios and fostering a high-performance team.
As a full time Senior Private Wealth Manager, you will oversee a team dedicated to managing 200-300 client households in Canada and the U.S. Your leadership will drive exceptional investment management and financial planning processes, ensuring client satisfaction and compliance. Strong organizational skills, communication, and process knowledge are essential for this impactful role.
Key Responsibilities:
• Lead client relationship management for a diverse portfolio • Supervise an associate manager and a client relationship specialist • Conduct thorough portfolio management reviews annually • Establish investment objectives and asset allocations • Facilitate cooperation with external tax and finance professionals
Requirements: • Minimum 5 years in wealth management • CFA or CIM certification required • Bachelor's degree required • Full licensure in Canada and the U.S. preferred • Financial planning experience highly desirable
Shape your career at Cardinal Point Wealth Management, delivering personalized financial solutions and leading a talented team. #J-18808-Ljbffr