Investment Advisor
About the role
Company Description
Harbourfront Wealth Management focuses on providing independent, unbiased wealth management advice to clients. The company offers a comprehensive range of services including portfolio construction, income planning, tax minimization, estate preservation, and risk management. Advisors at Harbourfront's branches across Canada are selected based on high standards of excellence and integrity, ensuring tailored wealth plans without incentives for proprietary products.
Role Description
This is a full-time Investment Advisor role located on-site in Vancouver, BC. The Investment Advisor will be responsible for financial planning, developing investment strategies, managing finances, providing exceptional customer service, and advising clients on investment opportunities. The Investment Advisor should also have a book of business of approximately $30mil.
Qualifications
- Financial Planning and Investments skills
- Experience in Investment Strategies and Finance
- Strong Customer Service skills
- Excellent analytical and problem-solving abilities
- Knowledge of market trends and investment products
- Relevant certifications such as CFA, CFP, CSC or equivalent
- Bachelor's degree in Finance, Economics, or related field
About Harbourfront Wealth Management
Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
Investment Advisor
About the role
Company Description
Harbourfront Wealth Management focuses on providing independent, unbiased wealth management advice to clients. The company offers a comprehensive range of services including portfolio construction, income planning, tax minimization, estate preservation, and risk management. Advisors at Harbourfront's branches across Canada are selected based on high standards of excellence and integrity, ensuring tailored wealth plans without incentives for proprietary products.
Role Description
This is a full-time Investment Advisor role located on-site in Vancouver, BC. The Investment Advisor will be responsible for financial planning, developing investment strategies, managing finances, providing exceptional customer service, and advising clients on investment opportunities. The Investment Advisor should also have a book of business of approximately $30mil.
Qualifications
- Financial Planning and Investments skills
- Experience in Investment Strategies and Finance
- Strong Customer Service skills
- Excellent analytical and problem-solving abilities
- Knowledge of market trends and investment products
- Relevant certifications such as CFA, CFP, CSC or equivalent
- Bachelor's degree in Finance, Economics, or related field
About Harbourfront Wealth Management
Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.