Senior Private Wealth ManagerPortfolio Manager Team Lead

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/cross-border licensing and experience with some financial planning experience a plus. This is a great opportunity for a career-oriented leader to build and lead a client team at Cardinal Point.

Job Description:

Primary Responsibilities

• Client relationship management responsibilities for 200-300 households leading a team consisting of an associate private wealth manager and a client relationship specialist to provide investment management and financial planning services in accordance with the clients contracts and expectations set for the client relationships on behalf of the clients and the Company.

• Work alongside a team of financial planners trust/estate specialists life insurance specialists and cross-border specialists.

• Complete annual (at minimum) client portfolio management reviews which include the completion of Know your Client (KYC) AML/ATF and FATCA compliance documentation.

• Engaging with clients to establish investment objectives portfolio asset allocation guidelines and investment policy statements for individual clients.

• Asset allocation modeling and developing transition plans to migrate existing legacy holdings of new clients to model allocations.

• Coordination of the tax and investment processes with the clients tax professionals and outside investment professionals.

• Coordinate and oversee financial planning within the companys financial planning standards and expectations for client service.

Qualifications

• Minimum 5 years experience managing a book of business

• CFA or CIM required Series 66 or equivalent is a plus

• Bachelors degree required

This position is an exempt position. The annualized base pay range for this role is expected to be between $00 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision and life insurance. Please note that the job title is subject to change based on the selected candidates experience and education.

Cardinal Point Focus Partners Canada is a Canadian-U.S. wealth management company created to service the sophisticated needs of high - net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth family interests and values are all interconnected. We are dedicated to providing investment management financial estate and tax planning solutions to residents of Canada and the U.S. Canadians moving to the U.S. Americans moving to Canada and Canadian and U.S. expats living abroad. Cardinal Point is part of Focus a leading financial services firm comprised of wealth management family office and business management services. For more about Cardinal Point visit: or follow the company on LinkedIn .

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company on LinkedIn .

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Required Experience:

Manager