Canadian Investment Counsellor

1 month ago

Tampa, Florida, United States Fisher Investments Full time
About the Role

We are seeking a skilled Canadian Investment Counsellor to join our team at Fisher Investments. As a key member of our Canadian client service team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients in Canada.

Key Responsibilities
  • Work closely with our Canadian clients to understand their investment goals and objectives
  • Develop and implement customized investment strategies to meet the unique needs of each client
  • Provide regular portfolio reviews and recommendations to ensure our clients are on track to meet their long-term financial goals
  • Collaborate with our sales team to identify new business opportunities and grow our client base
Requirements
  • CFA (passed any level) and 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
Why Fisher Investments?

We are a fee-only fiduciary firm that prioritizes our clients' best interests above all else. Our unique training program provides our employees with the knowledge and skills they need to succeed in their roles and advance their careers. We offer a comprehensive benefits package, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO. We are an equal opportunity employer and welcome applications from diverse candidates.

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