Senior Private Wealth Manager​/Portfolio Manager - Team Lead

job description summary

cardinal point wealth management is seeking a career-oriented senior private wealth manager/portfolio manager for a team leadership role to managing 200-300 households across canada and the united states. This is a full-time role for the ideal candidate located in calgary, alberta, who has at least 5 years' experience managing a book of business, is a good communicator, organized, and has strong process acumen.

The ideal candidate is fully licensed in canada, and us/cross-border licensing and experience, with some financial planning experience, a plus. This is a great opportunity for a career-oriented leader to build and lead a client team at cardinal point.

• client relationship management responsibilities for 200-300 households, leading a team consisting of an associate private wealth manager and a client relationship specialist, to provide investment management and financial planning services in accordance with the clients’ contracts and expectations set for the client relationships, on behalf of the clients and the company.
• work alongside a team of financial planners, trust/estate specialists, life insurance specialists, and cross-border specialists.
• complete annual (at minimum) client portfolio management reviews which include the completion of know your client (kyc), aml/atf, and fatca compliance documentation.
• engaging with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements for individual clients.
• asset allocation modeling and developing transition plans to migrate existing legacy holdings of new clients to model allocations.
• coordination of the tax and investment processes with the clients’ tax professionals and outside investment professionals.
• coordinate and oversee financial planning within the company’s financial planning standards and expectations for client service.

• minimum 5 years’ experience managing a book of business cfa or cim required, series 66 or equivalent is a plus bachelor’s degree required
• this position is an exempt position.
• the annualized base pay range for this role is expected to be between $,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set.
• the base pay is just one component of the total compensation package.
• other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, and life insurance.

cardinal point, focus partners canada is a canadian-u.s. Wealth management company created to service the sophisticated needs of high-net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests, and values are all interconnected. We are dedicated to providing investment management, financial, estate, and tax planning solutions to residents of canada and the u.s., canadians moving to the u.s., americans moving to canada, and canadian and u.s. Expats living abroad.

cardinal point is part of focus, a leading financial services firm comprised of wealth management, family office, and business management services.

for more about cardinal point, visit:  or follow the company on linkedin.

focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.

blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

to learn more about focus, visit  or follow the company on linkedin.

focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic…