At a Glance
- Tasks: Lead a team managing wealth for 200-300 households across Canada and the US.
- Company: Cardinal Point Wealth Management, a leader in private wealth management.
- Benefits: Full-time role with competitive compensation and growth opportunities.
- Other info: Opportunity to work in Calgary with cross-border expertise.
- Why this job: Make a real difference in clients' lives while leading a dynamic team.
- Qualifications: 5+ years of experience in wealth management and full licensing in Canada.
The predicted salary is between 72000 - 88000 $ per year.
Cardinal Point Wealth Management is seeking a senior private wealth manager/portfolio manager to lead a team serving 200-300 households across Canada and the United States.
Located in Calgary, Alberta, this full-time, exempt role emphasizes client leadership and cross-border expertise.
The ideal candidate has 5+ years managing a book of business, is fully licensed in Canada, with cross-border licensing a plus.
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Senior Private Wealth Manager & Team Lead – Calgary employer: Focus Partners Wealth
At Cardinal Point, we pride ourselves on being a leading employer in the cross-border wealth management sector, offering a dynamic and supportive work environment in Toronto. Our culture emphasizes collaboration, professional growth, and a client-first approach, ensuring that our employees are equipped with the tools and mentorship needed to excel in their careers. With competitive compensation, comprehensive benefits, and the opportunity to work closely with seasoned professionals, joining our team means becoming part of a forward-thinking organization dedicated to delivering exceptional service to high-net-worth clients.
