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<...

Ready to Apply?

Submit your application today and join our talented team at Cardinal Point Wealth Management, ULC.

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