Associate, Private Wealth Manager
About The Position
Cardinal Point is a Canadian-U.S. wealth management company created to service the sophisticated needs of high net-worth families. Their financial advisors operate under the fiduciary standard and 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 Financial Partners, a leading financial services firm. This position is an exempt role in Calgary, Alberta, Canada. The job title is subject to change based on the selected candidate’s experience and education. Focus is an equal opportunity employer and complies with federal and state disability laws, making reasonable accommodations for applicants and employees with disabilities.
Requirements
- 1+ years of relevant, professional experience.
Nice To Haves
- CFP candidate preferred.
- Bachelor's Degree preferred.
Responsibilities
- Work with the client team to schedule meetings with the clients, prepare the meeting agenda, attend meetings, and record the meetings.
- Assist with the delivery of a portfolio report to the clients, updating KYC information and coordinating with the clients.
- Updating Salesforce for client changes and meeting action items.
- Salesforce administration for client data changes (accounts, changes in recurring cash requirements, addresses, etc.) for all team client relationships.
- Provide follow up communication with the clients and the team members about the status of outstanding actions.
- Participating, when requested, in new client account onboarding. This is onboarding for new clients, not onboarding for new accounts with existing clients. This could include assistance with communications with the client, securities transfers, etc., if requested.
- Participation in the annual tax workpapers collection, organization, and delivery and coordination between custodians, clients, and tax preparers to ensure the tax support documentation is available for tax preparation and inquiries.
- Coordinating with the client team leader for the collection of data for financial planning services.
- Creating initial net worth statements, cash flow statements, and financial planning reports.
- Reading the clients' financial plans to understand and assist with the financial planning implementation.
- Assisting the team members with analysis (e.g., insurance needs analyses reports).
- Maintaining the client’s records in Box.
- Participation and support for the team with special projects and peer projects.
- Covering for other team members when they are out of the office.
Benefits
- An annual cash bonus
- A comprehensive benefits package, including but not limited to medical, dental, vision, and life insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
