Cardinal Point, Focus Partners Canada

Cardinal Point, Focus Partners Canada

Private Wealth Manager

Calgary, Alberta, Canada

Sponsorship not specified$80k-$120kDetected 63 days ago
TaxCommunication

About the role

  • Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.
  • Please note that the job title is subject to change based on the selected candidate's experience and education.
  • Cardinal Point is a Canadian-U.S. wealth management company created to service the sophisticated needs of high net-worth families.

Requirements

  • CFP required, or equivalent.
  • 3-5+ years of relevant, professional experience.
  • Bachelor's degree required.
  • This position is an exempt position. The annualized base pay range for this role is expected to be between $80,000-120,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, and life insurance. Please note that the job title is subject to change based on the selected candidate's experience and education.
  • Cardinal Point is a Canadian-U.S. wealth management company created to service the sophisticated needs of high net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests and values are all interconnected. We 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 comprised of wealth management, family office, and business management services. For more about Cardinal Point, visit: https://cardinalpointwealth.com/ or follow the company on LinkedIn.
  • Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
  • Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
  • The following language is for US based roles only
  • For California Applicants: Information on your California privacy rights can be found here
  • For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
  • For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
  • For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
  • For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

Compensation

  • 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.

Company info

  • https://cardinalpointwealth.com/ or follow the company on LinkedIn.
  • Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
  • If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
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