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Investment Counsellor for Canadian Clients

2 months ago

Plano, Texas, United States Fisher Investments Full time
About the Role

Fisher Investments is seeking a highly skilled Canadian Investment Counsellor to join our team in the United States. 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
  • Develop and maintain a deep understanding of our clients' financial goals and objectives, and provide tailored investment advice to help them achieve their long-term financial objectives.
  • Work closely with our internal portfolio decision-makers, research teams, and sales teams to provide exceptional client service and ensure that our clients receive the best possible investment experience.
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure that we are on track to meet their long-term financial goals.
  • Educate clients on our top-down portfolio strategy, their investments, important market events, and the competitive landscape.
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year.
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 an elevated finance and capital markets education to help you understand our firm's approach and provide exceptional client service. We offer a comprehensive benefits package, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO, plus 10 paid holidays.