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Senior Private Wealth Manager at Cardinal Point
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-06-03
Listing for:
Cardinal Point Wealth Management, ULC
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager -
Management
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
As a key leader in either Toronto or Calgary, you will guide a team while overseeing a diverse portfolio for 200-300 clients. Your success in this role hinges on a minimum of 5 years of experience, effective communication, and strong organizational skills. Cross-border licensing will enhance your ability to deliver tailored investment solutions.
Key Responsibilities:
• Lead management of client relationships across North America
• Collaborate with financial and estate planning experts
• Conduct annual portfolio reviews with compliance duties
• Define clients' investment policies and objectives
• Liaise with clients’ advisors to ensure compliance
Requirements:
• 5+ years of managing a client book
• CFA or CIM certification required
• Series 66 or equivalent preferred
• Strong communication and leadership capabilities
• Licensed in Canada and the U.S.
Bring your expertise and commitment to client service to Cardinal Point Wealth Management.
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Position Requirements
10+ Years
work experience
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