Private Wealth Manager

Cardinal Point, Focus Partners Canada•Calgary, AB

About The Position

Cardinal Point is a Canadian-U.S. wealth management company that caters to the sophisticated needs of high net-worth families. Their financial advisors adhere to a fiduciary standard, offering investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S., Canadians relocating to the U.S., Americans moving to Canada, and Canadian and U.S. expats living abroad. The Private Wealth Manager role involves managing client relationships, delivering financial planning services, coordinating with portfolio managers and tax/investment professionals, overseeing ongoing relationship procedures, and contributing to company communications.

Requirements

CFP required, or equivalent.
3-5+ years of relevant, professional experience.
Bachelor's degree required.

Responsibilities

Client relationship management responsibility for assigned clients to meet or exceed the clients' expectations in accordance with each client's contract and all promises and expectations set for the relationship, on behalf of both the clients and the Company.
Providing financial planning services for a wide range of clients including cross-border U.S. and Canada planning.
Coordinate with a Portfolio Manager to complete annual (at minimum) client portfolio management reviews which include the completion of Know Your Client (KYC) compliance documentation.
Serve as the clients' liaison, team leader, and advocate within the organization and with outside providers to ensure that the clients' financial plans are implemented in accordance with the company’s client relationship standards, each plan's recommendations, and remain on track throughout all relationship phases with an emphasis on helping achieve the clients' goals and objectives.
Oversee the ongoing relationship procedures which include annual or semi‑financial planning annual reviews for assigned clients and prepare review modules (annual or periodic plan reviews of individual pieces of the financial plan).
Coordination of the tax and investment processes with the clients’ tax professionals, both internal and external, and the investment professionals, both internal and external, in accordance with the client contract and the company’s relationship standards.
Seek to coordinate and follow the company’s financial planning standards and expectations for the clients when providing financial planning advice.
Coordination with a Client Relationship Specialist on the onboarding of clients and in the administration of the clients’ investment paperwork.
Community outreach, including contributing to overall company communications such as blog posts or client‑friendly investment writing for distribution.