Team Lead, Senior Private Wealth Manager/Portfolio Manager

Position Summary

Cardinal Point Wealth Management is seeking a career‑oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to manage 200‑300 households across Canada and the United States. This is a full‑time role for a candidate located in either Toronto, Ontario or Calgary, Alberta, who has at least 5 years of experience managing a book of business, is a good communicator, is organized, and has strong process acumen. The ideal candidate is fully licensed in Canada, has US or cross‑border licensing and experience, and financial planning experience is a plus. This position offers a great opportunity for a career‑oriented leader to build and lead a client team at Cardinal Point.

Primary Responsibilities

• Manage client relationships 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 service...