Investment Advisor for Canadian Clients

Position Overview: Are you a CFA Level 1 holder currently based in the United States with aspirations to assist clients in Canada? As an Investment Counselor, you will manage a portfolio of affluent clients, leveraging our firm’s established methodology tailored for private clientele. At Fisher Investments International, we have cultivated a distinctive...

About the RoleThis is a unique opportunity to join a leading global portfolio management firm as a Private Client Advisor. As a key member of our team, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice and portfolio management services.Key ResponsibilitiesDevelop and...

Position Overview: Are you passionate about providing exceptional financial guidance to high-net-worth individuals in the UK? As an Investment Advisor, you will engage with a select group of affluent clients, delivering tailored investment strategies and insights. At Fisher Investments International, we have honed a unique methodology since 2009, emphasizing...

Are you a financial consultant overwhelmed by multiple responsibilities? Are you seeking to transition away from cold outreach? Does a blended service and sales atmosphere without the need for prospecting resonate with you? Consider a role at Fisher Investments, a privately owned multi-billion-dollar global investment firm, as a Client Portfolio Advisor in...

Job SummaryWe are seeking a highly skilled and experienced Private Client Advisor II to join our team at Bank of America. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key ResponsibilitiesLead the...

Job Overview:As a Financial Advisor with Sun Life, you will benefit from comprehensive training and support designed to help you cultivate your business. Enjoy competitive remuneration and consistent acknowledgment for your accomplishments.Benefits of Joining Us:Take control of your own business and income potentialReceive dedicated support from leadership...

Position Overview: Are you passionate about providing exceptional financial guidance to high-net-worth individuals in the UK? As an Investment Consultant, you will be instrumental in managing a portfolio of affluent clients. Our firm, Fisher Investments International, has been dedicated to enhancing the investment experience for private clients since 2009....

Job SummaryThe Client Operations Associate III provides administrative and operational support to Addison clients and Financial Advisors while consistently meeting a high level of service and client engagement.Key Responsibilities:Provide administrative support to clients and Financial Advisors, ensuring timely and accurate completion of tasks.Assist with...

Overview of the Role and CompanyBecome a vital part of our organization as a Client Relations Specialist at Elite Distributing, where your contributions will significantly enhance our clients' satisfaction. In this position, you will interact with clients, respond to their inquiries, and ensure they receive exceptional support from our team. Are you prepared...

Position Overview:This role is focused on attracting new clientele, enhancing existing client relationships, and expanding both internal and external networks to fulfill business growth objectives. Key duties involve steering the Client Management Process and collaborating across the organization to deliver a Premium Client Experience, ensuring access to the...

Senior Wealth Management ConsultantLocation: Vancouver, Washington; Portland, OregonPosition Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which shapes our operations and our dedication to clients, colleagues, communities, and shareholders alike.We strive to...

Position OverviewCaliber Collision Repair Services is seeking a dedicated Customer Service Consultant to join our team. In this role, you will be responsible for a variety of essential tasks aimed at enhancing customer satisfaction and ensuring a seamless service experience.Key ResponsibilitiesWelcoming Customers: Greet clients warmly, whether in person or...

About the RoleFisher Investments is seeking a highly skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will be responsible for welcoming and onboarding new clients, providing financial planning expertise, and promoting our investment philosophy.Key ResponsibilitiesPartner with sales professionals to onboard...

About the RoleFisher Investments is seeking a highly skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will be responsible for welcoming and onboarding new clients, providing financial planning expertise, and promoting our investment philosophy.Key ResponsibilitiesPartner with sales professionals to onboard...

Position OverviewBurns & McDonnell is seeking a Senior Cultural Resources Specialist to oversee project evaluations and surveys, construction oversight, archaeological digs, and related field activities across diverse initiatives. As a 100% employee-owned organization recognized multiple times on FORTUNE's List of 100 Best Companies to Work For, we pride...

About the RoleFisher Investments is seeking a highly skilled and experienced UK Investment Counsellor to join our team in the United States. As a key member of our international team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK, providing them with exceptional investment advice and service.Key...

About the RoleFisher Investments is seeking a highly skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will be responsible for welcoming and onboarding new clients, providing financial planning expertise, and promoting our investment philosophy.Key ResponsibilitiesPartner with sales professionals to onboard...

About the RoleFisher Investments is seeking a highly skilled Securities Research Analyst to join our team of finance and research professionals. As a key member of our Securities Research Group, you will play a critical role in driving portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and...

Job DescriptionCompany Overview:YogaSix West Vancouver is a leading boutique yoga studio dedicated to providing a unique mind-body experience for our clients. Our studio offers six different class types designed to accommodate students of all levels, empowering, encouraging, and fun.Job Summary:The Assistant General Manager is a key member of our studio...

Position Overview: Are you a professional in the healthcare sales sector looking to focus on client relationships without the burden of prospecting? At Fisher Investments, a leading global investment firm, we are seeking a Medical Sales Counselor to enhance our New Client Conversion (NCC) team. Your Role: As a Medical Sales Counselor, you will play a crucial...