Senior Financial Consultant
19 hours ago
As an Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
CFA (passed any level) and Series 65 (we will help you obtain upon starting)
~4+ years of experience with portfolio management and client relationship building
~ Bachelor's degree
~ Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents
~ 20 days of PTO, plus 10 paid holidays
~ Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
~$FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
-
Senior Financial Consultant
3 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeUnlock Your Practice's PotentialAs a seasoned Financial Advisor, you've built a thriving practice that requires a bold, forward-thinking partner to take it to the next level. At Spectrum Financial Group, we respect your expertise and offer the freedom to build your business the way you want, with the support of a like-minded partner.We're seeking experienced...
-
Senior Financial Analyst
4 weeks ago
Dallas, Texas, United States Allworth Financial Full timeJob Title: Senior Financial AnalystAt Allworth Financial, we are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in driving our financial trajectory and ensuring the accuracy of our financial forecasting.Responsibilities:Deliver comprehensive financial and...
-
Workday Financials Senior Consultant
4 weeks ago
Dallas, Texas, United States Intecrowd Full timeJob OverviewAs a Workday Certified Financials Senior Consultant at Intecrowd, you will play a key role in ensuring the successful implementation of the Workday solution. Your expertise will be instrumental in fostering the development of other consultants, supporting proposal preparations, delivering demonstrations to clients, and speaking at...
-
Senior Financial Analyst
4 weeks ago
Dallas, Texas, United States Staff Financial Group Full timeJob Title: Senior Financial AnalystStaff Financial Group is seeking an experienced Senior Financial Analyst to join our team remotely. This role is pivotal in managing and analyzing financial data, assisting with budgeting and forecasting, and providing detailed operational insights to drive profitability.Key Responsibilities:Financial Data Management:...
-
Senior Financial Analyst
3 weeks ago
Dallas, Texas, United States Allworth Financial Full timeFinancial Planning and Analysis ExpertAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team is dedicated to delivering long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically...
-
Senior Financial Operations Manager
2 weeks ago
Dallas, Texas, United States Financial Additions Full timeWe are seeking a seasoned Senior Financial Operations Manager to oversee financial planning, budgeting, and forecasting for our hospitality industry client.Key Responsibilities:Financial Statement Preparation: Ensure timely and accurate preparation of financial statements, including balance sheets, income statements, and cash flow statements.Budgeting and...
-
Senior Financial Reporting Manager
3 weeks ago
Dallas, Texas, United States GuideStone Financial Full timeJob SummaryGuideStone Financial seeks a highly skilled Financial Reporting Manager to oversee the financial reporting function, including external financial statement preparation and internal management reporting. The ideal candidate will have a strong background in financial reporting, excellent leadership skills, and the ability to work effectively with...
-
Lead Senior Financial Analyst
4 weeks ago
Dallas, Texas, United States Boston Consulting Group Full timeAbout the RoleWe are seeking a highly skilled Lead Senior Financial Operations Analyst to join our team at Boston Consulting Group. As a key member of our Financial Operations team, you will play a critical role in driving business growth and improving financial performance.Key ResponsibilitiesDevelop and implement financial models and analyses to inform...
-
Senior Financial Analyst
3 weeks ago
Dallas, Texas, United States Vaco Full timeJob Title: Senior Financial AnalystJob Description:Vaco is seeking a Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for financial analysis to measure financial performance, explain variances to budget and forecast along business trends. You will also be responsible for budgeting, profitability analysis,...
-
Senior Financial Analyst
3 days ago
Dallas, United States Vaco Full timeSenior Financial Analyst - G&A Location: Dallas, TX - Fully Onsite Compensation: $90-$110K + Bonus + Profit SharingOne of Vaco's Fortune 50 clients is seeking a Senior Financial Analyst to join their finance team. With a strong track record of growth and innovation, this is a fantastic opportunity to play a critical role in driving financial insights and...
-
Senior Financial Analyst
3 days ago
dallas, United States Vaco Full timeSenior Financial Analyst - G&A Location: Dallas, TX - Fully Onsite Compensation: $90-$110K + Bonus + Profit SharingOne of Vaco's Fortune 50 clients is seeking a Senior Financial Analyst to join their finance team. With a strong track record of growth and innovation, this is a fantastic opportunity to play a critical role in driving financial insights and...
-
Senior Consultant
2 weeks ago
Dallas, United States WATG and Wimberly Interiors Full timeABOUT WATGWATG is the world’s preeminent destination and hospitality design firm. We are employee-owned, almost 80 years young, and home to over 500 creative, globe-trotting professionals located remotely and in our offices in Atlantic City, California, Dallas, New York, Honolulu, London, Singapore, and Shanghai.Our approach to design applies a hospitality...
-
Senior Financial Analyst
5 hours ago
dallas, United States Vaco Full timeSenior Financial Analyst Location: Dallas, TX - Fully OnsiteCompensation: $90-$110K + Bonus + Profit SharingOne of Vaco's large publicly traded clients is seeking a Senior Financial Analyst to join their finance team. With a strong track record of growth and innovation, this is a fantastic opportunity to play a critical role in driving financial insights and...
-
Senior Financial Analyst
4 weeks ago
dallas, United States Vaco Full timeSenior Financial Analyst Dallas, TX One of Vaco's Fortune 50 clients is looking for a Financial Analyst to join their growing and collaborative team. This role will have broad involvement with overall forecasting/budgeting, optimizing CapEx/OpEx, risk strategy, market flux analysis and long-range planning and will team closely with Senior executives on...
-
Senior Financial Analyst
1 month ago
Dallas, United States Vaco Full timeSenior Financial Analyst Dallas, TX One of Vaco's Fortune 50 clients is looking for a Financial Analyst to join their growing and collaborative team. This role will have broad involvement with overall forecasting/budgeting, optimizing CapEx/OpEx, risk strategy, market flux analysis and long-range planning and will team closely with Senior executives on...
-
Senior Business Development Manager
3 weeks ago
Dallas, Texas, United States GuideStone Financial Full timeExperience GuideStone FinancialWe are a faith-based non-profit financial services organization that offers investment management, retirement, personal advisory services, insurance, and property and casualty solutions to the evangelical Christian community. Our award-winning* mutual fund company, GuideStone Funds, is the nation's largest Christian-screened...
-
Senior Financial Analyst
3 weeks ago
Dallas, United States Brinks Home Full timeDescription Brinks Home™ is a leader in the smart home and residential security industries. Our teams are committed to working together to provide a best-in-class experience for each other, and for the more than 1 million people we protect in the continental U.S., Canada, and Puerto Rico. We are currently seeking a...
-
Senior Relationship Manager
4 weeks ago
Dallas, Texas, United States Triumph Financial Full timeJob DescriptionThe Senior Relationship Manager is responsible for managing strategic client relationships to ensure that payments are submitted correctly at all service levels consistent with the business objectives of the company. This position manages a portfolio of client relationships averaging a total of $100M to $1BN in annual carrier payments. The...
-
Senior Relationship Manager
4 weeks ago
Dallas, Texas, United States Triumph Financial Full timeJob OverviewThe Senior Relationship Manager at Triumph Financial is responsible for fostering and maintaining strategic client relationships, ensuring seamless payment submissions, and driving business growth. This role requires a strong understanding of client needs, excellent communication skills, and the ability to analyze portfolio performance.Key...
-
Senior Consultant
3 months ago
Dallas, United States Ryan Full timeWhy Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement Benefits Eligibility Effective Day One 401K with Employer Match Tuition Reimbursement After One Year of...