Senior Private Wealth Manager & Team Lead (Calgary)
Focus Partners Wealth
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.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Manager & Team Lead (Calgary) in Winnipeg, MB vacancy
$150k - $180k per year
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...SeniorPrivateFull timeWork at officeLocal areaFocus Partners Wealth
Winnipeg, MB1 hour ago$150k - $180k per year
...Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager in Toronto to lead a client team and manage 200-300 households across Canada and the United States. The role requires at least 5 years’ experience, full licensing...SeniorPrivateFocus Financial Partners
Winnipeg, MB1 hour ago- ...organization:Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-... ...Executive 2026 Brokerage Report Card.Our team is committed to delivering comprehensive... ....The opportunity:Reporting to the Senior Investment Advisors, the Team Manager is...SeniorPrivateWork at office
Wellington-Altus Private Wealth Inc.
Winnipeg, MB1 hour ago $150k - $220k per year
Senior Mechanical Engineer - Team Lead, Calgary Alternates: Team Lead, Senior Engineer - Calgary Office Launch|Senior Engineer / Alberta Team Lead - HVAC and Energy Recovery Systems|Senior Mechanical Engineer - Team Lead, Alberta Market LaunchLocation: Calgary, AB (hybrid...SeniorWork at officeWork from homeFlexible hoursPolar Engineering
Winnipeg, MB1 hour ago- Build lasting client relationships as a Wealth Advisor in Calgary, with hybrid or remote flexibility and expertise in investment advice.This... ...-time opportunity supports an expanding wealth advisory team. You will manage relationships, provide tailored investment guidance, and...SeniorPermanent employmentFull timeRemote work
Altis
Winnipeg, MB1 hour ago - Elevate your career at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto, Canada. This full-time, partially remote role is ideal for experienced professionals in wealth management and financial planning. We seek a dedicated Private Wealth Manager...SeniorPrivateFull timeRemote work
Focus Partners Wealth
Winnipeg, MB1 hour ago - Franklin Templeton is seeking a dynamic Head of Private Markets, Canadian Wealth Management to lead the firm’s distribution strategy across Canada, driving advisor engagement, platform adoption, and partnerships across private markets including private equity, private credit...Private
Franklin Templeton
Winnipeg, MB2 hours ago - Senior UAT Lead – Wealth ManagementLocation: Toronto, ONWork Model: Hybrid (2 days per week in-person preferred)Skills: HP ALM, BFS: Wealth Management, Automated QA – TestCompleteYears of Experience: 8–10 Role DescriptionSeeking a Senior QA/UAT Lead with 15+ years...SeniorWork at office2 days per week
Astra-North Infoteck Inc.
Winnipeg, MB1 hour ago $86.4k - $116.8k per year
...resilience for our members. As the largest private sector Living Wage Employer in Canada, we... ...Employers. If you’re ready to join our team of 2,300 diverse individuals, access... ...in Supporting Our Members: As the Team Manager, Wealth Advice Team , you will lead a team of Wealth...PrivateLong term contractPermanent employmentFull timeWork at officeImmediate startFlexible hours2 days per weekVancity
Winnipeg, MB2 hours ago$240k - $260k per year
Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Tax Director to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 15 years' experience...SeniorPrivateLong term contractFull timeInternshipWork at officeLocal areaLE0090 Cardinal Point Capital Management ULC
Winnipeg, MB1 hour ago- ...quality, and ethics, our experts lead their fields with dedication, a... ...they serve. Join a team that’s naturally committed to the... ...You will report directly to the Senior Team Lead and will work closely... ...Yellowknife, Edmonton, Red Deer or Calgary. Growing your career sometimes...SeniorPermanent employmentFull timeWork at officeLocal areaWorldwideFlexible hours
- ...Meridian Credit Union is seeking a Regional Vice President Wealth to lead the Wealth Management strategy across the region. You will manage Senior Financial Planners, Financial Planners, and Private Investment Advisors, setting standards, coaching for success, and driving...SeniorPrivate
Meridian Credit Union
Winnipeg, MB1 hour ago - ...POSITION TITLE: Team Lead INTERNAL CLOSING DATE: November 6, 2026 LOCATIONS: Dominion Centre 55 Marion Street LHSC CLASSIFICATION... ...and functionality of the operations in conjunction with the Manager, all in keeping with Dynacare’s mission and values. Working as...RemplacementFull timeTemporary workMonday to friday
- ...engineering, and infrastructure management services that fit the needs of... ...experience. Join our team and help us keep communities connected... ...for a Construction Team Lead; the role combines technical leadership... ...between BC Leadership, Senior Leadership, and the organization...SeniorFor contractors
- TD Bank Group is seeking a seasoned wealth professional in Windsor, Ontario, to manage high-net-worth client relationships within Private Wealth Management. You will develop bespoke advice plans, coordinate with trust and estate services, and collaborate across TD’s wealth...SeniorPrivate
TD Bank Group
Winnipeg, MB1 hour ago - ...globally connected powerhouse of diverse teams and take your career wherever you... ...world.The opportunity As a Tax Manager, you will be a part of our Private Tax practice. You will be part of a... ...cross-border tax planning, estate, wealth transfer and postmortem planning, asset...PrivatePrivate practiceWorldwide
EY
Winnipeg, MB1 hour ago - ...opportunities often available. All members of our team are encouraged to ‘spread their roots’. WHAT WE’RE LOOKING FOR? The Team Lead links the leadership team and the sales... ...goals. Reporting directly to the Store Manager, the Team Lead provides support and coverage...Permanent employmentFull timeShift work
- Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management expertise and strong client communication in a hybrid setting.This full-time Private Wealth Manager and Portfolio Manager role supports high-net-worth clients and team development...PrivateFull time
Focus Partners Wealth
Winnipeg, MB1 hour ago - ...initiatives in Toronto using P&L management, quantitative analysis, and scenario planning. Support TD Wealth leadership through integrated... ...and priority execution across Private Wealth Management. Partner... ...National Office, and enterprise teams. Translate financial results,...PrivateWork at office
The Toronto-Dominion Bank (Canada)
Winnipeg, MB1 hour ago - Lead complex building projects in Calgary with AECOM, applying mechanical engineering expertise across HVAC, plumbing, and fire protection systems.As Mechanical Engineering Manager/Team Lead, you will guide project delivery within AECOM’s Buildings + Places team. You will mentor...
AECOM
Winnipeg, MB1 hour ago - Lead the Electrical Engineering team at AtkinsRéalis in Calgary, providing technical expertise and mentorship for diverse projects. Elevate your career in a collaborative... ...years of relevant consulting experience • 3 years managing technical teams • Professional Engineer (P. Eng)...
AtkinsRéalis Canada Inc.
Winnipeg, MB1 hour ago $150k - $180k per year
## Private Wealth Manager/Portfolio ManagerApply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR100475**Job Description... ...Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto...PrivateFull timeRemote workFocus Partners Wealth
Winnipeg, MB1 hour ago- ...Industries Limited, North America’s leading manufacturer and distributor... ...60 years, Price remains a privately held family company with a deep... ..., and working in a friendly, team-driven environment, you should... ...improvements • Coordinate and manage manufacturing support projects...For contractorsWork at office
$110k - $125k per year
...solutions for the world’s built and natural environments. As a team of engineers, architects, designers, scientists, creators... ...Your work environment at EXP EXPis currently seeking a Senior Project Manager/Team Lead to joinour Building Science Discipline in London, ON. The...SeniorFull timeContract workFor contractorsEXP
Winnipeg, MB1 hour ago- Shape private wealth strategies in Toronto as an Associate Portfolio Manager, using investment counselling and relationship management for high net worth clients.Scotiabank seeks an Associate Portfolio Manager to advise clients on holistic wealth management and investment growth...Private
Scotiabank
Winnipeg, MB1 hour ago $122.9k - $162.8k per year
...OpportunityYour Impact Starts HereAre you ready to play a leading role in delivering land development and municipal engineering... ...Alberta? WSP is seeking a strategic, client-focused Senior Project Manager – Team Lead to lead and grow a team of design and field professionals...SeniorContract workFor contractorsLocal areaRemote workFlexible hoursWSP Global Inc.
Winnipeg, MB1 hour ago$85.5k - $185k per year
...customer experience. Provide technical expertise for all aspects of trust and estate account management and administration to ensure compliance. Work collaboratively within the regional team as part of the solution offered to the client or the relationship management solution....SeniorPrivatePart timeBMO
Winnipeg, MB1 hour ago- ...key contributor to join our compliance team as a ComplianceManager based in our... ...standingfee-only providers of integrated wealth management services to high-net-worthfamilies.... ...Trusted Advisor with our clients and to be a leader in theindustry. Whoour clients are:...Work at office
Staffing In Motion
Winnipeg, MB1 hour ago - Title: Senior Manager and Team Lead, Credit Risk, Retail Requisition ID: 277609Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Leads and oversees Adjudication Centre of Expertise/Global Operations in Canada ensuring business...SeniorPrivateWork at officeShift work
Scotiabank
Winnipeg, MB1 hour ago - Lead sales teams in Calgary with Action Furnace, using coaching and performance management to support residential HVAC customers. This position is based in Calgary, AB.As Sales Manager, you will guide team goals, sales targets, and development. The position emphasizes sales...
Action Furnace
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Manager & Team Lead (Calgary). Be the first to apply!
Related searches
- summer camp leader Winnipeg, MB
- team lead marketing Winnipeg, MB
- responsable équipe production Winnipeg, MB
- sports team manager Winnipeg, MB
- IT team manager Winnipeg, MB
- group home manager Winnipeg, MB
- gestionnaire d’équipe Winnipeg, MB
- group fitness manager Winnipeg, MB
- team manager td insurance Winnipeg, MB
- chef d'équipe service Winnipeg, MB