International Investment Counselor – Canadian Clients
Fisher Investments
International Investment Counselor – Canadian Clients
Fisher Investments
full-time
Posted on:
Origin: • 🇺🇸 United States • Washington
Visit company websiteSalary
💰 $90,000 - $140,000 per year
Job Level
Entry Level
About the role
- Act as the voice of Fisher Investments to Canadian clients while based in the United States
- Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team to deliver client service
- Build trusting and professional relationships with Canadian high-net-worth clients
- Proactively connect with clients on a quarterly basis to review asset allocation and long-term financial goals
- Educate clients on top-down portfolio strategy, their investments, important market events, and the competitive landscape
- Rely on sales team to gradually build a roster of high-net-worth clients within the first year
- Report to a group manager who assists in navigating client relationships and career development
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
