Senior Private Wealth Manager & Team Lead (Calgary)

Focus Partners Wealth; Calgary; On-site; CAD 150,000 - 180,000; Full time

Benefits offered by this job

Annual cash bonus

Medical

Dental

Vision

Life insurance

Job summary

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.

Qualifications

• Minimum 5 years' experience managing a book of business.
• CFA or CIM required; Series 66 a plus.
• Bachelor’s degree required; exempt position.

Responsibilities

• Manage client relationships for 200-300 households with a team.
• Lead a team including an associate private wealth manager and a client relationship specialist.
• Ensure investment management and financial planning per client contracts.
• Coordinate with tax professionals and outside investment professionals.
• Oversee client portfolio reviews including KYC and FATCA compliance.
• Develop asset allocations and transition plans for new clients.

Skills

Book of business

CFA or CIM

Series 66

Communication

Organization

Education

Bachelor’s degree

Job description

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.