Elevate your career as a Senior Private Wealth Manager at Cardinal Point Wealth Management. This leadership role requires managing a portfolio of 200-300 households in Canada and the U.S.
Cardinal Point is looking for a motivated team lead with at least 5 years of experience in client management. You will coordinate efforts with financial planners and specialists while establishing investment strategies for individuals. Strong communication skills and cross-border expertise are essential elements of this position.
Key Responsibilities:
• Directly manage client relationships across North America
• Work collaboratively with a specialized team of experts
• Execute annual portfolio reviews and compliance documentation
• Develop tailored investment objectives and policies for clients
• Facilitate communication with tax professionals and advisors
Requirements:
• 5+ years of experience managing a book of business
• Required CFA or CIM designation
• Series 66 o...