Fisher Investments

International Investment Counselor – Canadian Clients

Fisher Investments

full-time

Posted on:

Origin:  • 🇺🇸 United States • Florida

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Job Level

Entry Level

About the role

  • Act as the voice of Fisher Investments to our clients in Canada
  • Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team
  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure 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
  • Report to your group manager and receive personalized career development

Requirements

  • Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?
  • CFA (passed any level)
  • Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus
  • Ability to work in the United States and service clients living in Canada