Senior Private Wealth Manager

We are looking for an experienced wealth management professional to lead client relationships and oversee a team supporting a sizable portfolio of high-net-worth households in Canada and the U.S. This is a full-time position for someone based in Toronto or Calgary who is ready to take ownership of a client book, guide service delivery, and help grow a collaborative advisory practice. The role centers on relationship management, investment oversight, and coordinated planning for complex client needs. You will work with internal specialists across planning, estate and trust matters, insurance, and cross-border issues to deliver integrated advice. Responsibilities include setting investment goals with clients, defining portfolio guidelines, building allocation strategies, and creating transition plans for incoming assets. You will also manage ongoing portfolio reviews and ensure required compliance and account documentation are completed accurately and on time. This position leads a small client service team and requires strong organization, clear communication, and a structured approach to process. A minimum of five years managing client relationships or a book of business is required. Professional investment credentials are expected, and experience with financial planning and cross-border licensing is an advantage. A bachelor’s degree is required. Compensation includes a competitive base salary, annual bonus potential, and a comprehensive benefits package.