Financial Advisor

Vancouver

Award-winning financial planning and investment management firm

Engagement # 0225-0001S

 

 

We are leading the search for a Financial Advisor role with an award-winning financial planning and investment management firm. They genuinely see their people as their most valuable asset and are looking for an experienced Financial Advisor to join their team in Vancouver serving the needs of affluent and ultra-high net worth Canadian families.

 

As a Financial Advisor (with the CFP, CIM and/or CFA designations and LLQP license), you will focus on providing a high standard of financial planning and investment management advice to your clients.  Although you may have an existing book of clients, they are looking for an individual who can integrate by collaborating with other members of their client’s Advisory Team to service existing (and future) clientele.

 

You would excel in this role if your ability to connect with clients, and build their trust, is one of your strongest assets. You’re empathetic by nature with a well-developed ability to listen, and display compassion, for both clients and colleagues. Self-motivated, proactive and driven, you should be highly focused on meeting or exceeded established goals and targets.

 

It is the people that make this particular organization an exciting and rewarding place to work, bringing energy, experience, and expertise; together. Their culture fosters a creative, entrepreneurial, and collegial atmosphere that attracts outstanding talent who share in the firm’s passion for client service.

 

For over 20 years, this firm has been setting a high benchmark for outstanding service, providing clients with sophisticated planning and portfolio management expertise.  As one of the fastest growing private investment counsel firms in the country they pride themselves on being a respected voice in the industry and among the top run companies in Canada.

 

If you are interested, please contact:

Tamara Smith-Miksic

Managing Director

 

All responses are sent to Waterstone Human Capital. Please indicate your interest in Project # 0225-0001S

Please note: only candidates selected for an interview will be contacted.

 

 

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