Accounting & Finance

Senior Private Wealth Manager & Team Lead (Calgary)

Focus Partners Wealth

Calgary · Alberta · Canada

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.

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Reference: WJ-3875_12086755

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