Senior Private Wealth Manager/portfolio Manager - Team Lead

About this role

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…

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