Private Wealth and Portfolio Manager
Cardinal Point, Focus Partners Canada· Calgary, Alberta, Canada; Toronto, Ontario, Canada· 5 weeks ago
Apply Now ↗About the Role
Primary 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.
- Complete annual (at minimum) client portfolio management reviews which include the comp
Company
Cardinal Point, Focus Partners Canada →Job Details
- Location
- Calgary, Alberta, Canada; Toronto, Ontario, Canada
- Work Type
- On-site / Hybrid
- Posted
- 5 weeks ago