Strategic Portfolio Advisor for Canadian Clients

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

Are you a skilled investment professional looking to leverage your expertise in portfolio management and client relationship building?About the OpportunityFisher Investments is seeking an Investment Counsellor to join our team in Tampa, FL. As a key member of our Canadian operations, you will be responsible for providing exceptional client service and...

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

About the RoleWe are seeking a highly skilled Strategic Sourcing and Procurement Specialist to join our team at Forsyth Advisors. As a key member of our consulting team, you will work closely with project teams to develop and execute strategic sourcing initiatives that drive cost improvements across direct material and strategic indirect categories.As a...

Advent Talent Group is hiring a Client Advisor for a third-generation, family-owned insurance agency. This company is committed to protecting families and businesses, fostering a collaborative team culture, and delivering outstanding client service. Client Advisor, Advisor, Client Relations, Client Service, Talent, Banking, Staffing

Job DescriptionJob DescriptionWealth Tech Company with 100B in AUM / St. Pete's FloridaThis Jobot Job is hosted by: Katrina McFillinAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $110,000 - $150,000 per yearA bit about us:We specialize in supporting independent registered investment advisors by...

Customer Service Sales Advisor Make sure to apply with all the requested information, as laid out in the job overview below. Make a Difference: As a result of current economic conditions, our clients are looking for viable alternatives to their current benefit programs and the demand for our products and services has never been higher! Our Advisors can make...

About the RoleWe are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and investment management to deliver exceptional results for our clients.Job OverviewThe Senior Portfolio Strategist will be responsible for leading the development of client...

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

Company OverviewSoltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits. We are seeking an energetic and driven Wealth...

Forsyth Advisors is a boutique consulting firm specializing in strategic sourcing and procurement for private equity-owned, middle-market manufacturing and distribution companies.We are seeking an experienced Strategic Sourcing Consultant/Analyst to join our team. The ideal candidate will possess excellent leadership and communication skills, with the...

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

We currently have a contract opportunity for an Investment Portfolio Manager - Business Analysis Specialist to lend expertise around Annuities and Alternative Investments.As a subject matter expert in the financial domain, you will serve as a critical component of our team, providing support to application development teams and documenting business...

About the RoleWe are seeking a highly skilled Multidisciplinary Portfolio Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions Division, you will play a crucial role in developing tailored solutions for our clients' complex financial needs.Key Responsibilities:Design and implement effective portfolio...

Precision Wealth Strategies LLC is a rapidly growing boutique wealth management firm seeking a highly skilled and motivated Financial Advisor - Client Services Specialist to join our team.This role will be responsible for serving as the primary point of contact for a portfolio of clients, providing exceptional customer service, and ensuring seamless...

About the RoleThis position is for a Senior Portfolio Strategist to join the High Net Worth team at Edward Jones. As a Senior Portfolio Strategist, you will be responsible for leading the development of investment plans for high net worth clients and ensuring alignment with their goals and expectations.Key ResponsibilitiesThe successful candidate will have...

About Atrium: What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team. Client Overview: Our client is a multinational firm with distinct business units that serve a...