Fisher Investments

International Investment Counselor – Canadian Clients

Fisher Investments

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Entry Level

About the role

  • Act as the central voice of Fisher Investments Canada, servicing Canadian high-net-worth clients
  • Partner with internal portfolio decision-makers, research teams, client service associates, and sales team
  • Proactively connect with clients quarterly to review asset allocation and long-term financial goals
  • Educate clients on top-down portfolio strategy, investments, market events, and competitive landscape
  • Rely on sales team to gradually build your roster of high-net-worth clients within the first year
  • Report to group manager for guidance and personalized career development
  • Participate in firm's training program and adhere to fee-only fiduciary practices
  • Onsite role based in Plano, TX with potential hybrid work eligibility based on tenure and performance

Requirements

  • 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
  • Currently working in the United States and able to service clients living in Canada
  • Ability to build trusting relationships with high-net-worth clients