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Senior Private Wealth Manager/Portfolio Manager - Team Lead
Calgary, Calgary region
On-site
Full-time
No salary postedYesterdayJob Overview
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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/cros…
What you'll do
- Manage 200-300 households across Canada and the United States
- Lead a team
- Manage portfolio for clients
- Oversee business development and client relationships
- Implement and maintain processes
What you'll need
- Minimum 5 years of experience managing a book of business
- Fully licensed in Canada
- US/cross-border licensing (implied)
- Located in or willing to relocate to Calgary, Alberta
- Strong organizational skills
- Excellent communication abilities
About the Company
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