Senior Private Wealth Manager at Cardinal Point

Elevate client investment strategies as a Senior Private Wealth Manager with Cardinal Point Wealth Management. This full-time role requires managing client relationships across North America with expertise in financial planning.

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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