Investment Advisor for Canadian Clients

2 weeks ago


Arlington, Texas, United States Fisher Investments Full time

Position Overview:

Are you a CFA Level 1 holder currently based in the United States with aspirations to assist clients residing in Canada? As an Investment Counselor, you will manage a portfolio of affluent clients. Since its inception in 2009, Fisher Investments International has cultivated a distinctive methodology centered on our private clientele. Our firm structure emphasizes the separation of sales and client service, allowing you to focus solely on client relationships without the burden of prospecting. This is your chance to leverage your financial expertise to enhance the investment landscape.

Your Role:

In the capacity of an Investment Counselor, you will serve as the primary representative of Fisher Investments to our Canadian clientele. Collaborating with our internal portfolio strategists, research teams, client service professionals, and esteemed sales personnel, you will ensure our clients receive unparalleled service. Our commitment to being a fee-only fiduciary firm guarantees that our compensation model aligns with our clients' best interests, free from commission-based incentives. Through our specialized training program, Fisher Investments provides an advanced education in finance and capital markets, equipping you to comprehend our unique approach. You will report to a group manager who possesses relevant experience to guide you in managing client relationships and fostering your professional growth.

Daily Responsibilities:

As a Canadian Investment Counselor, you will be the pivotal voice for Fisher Investments Canada, operating from the United States. Your responsibilities will include:

  • Establishing and nurturing a trusting and professional rapport with our Canadian clients
  • Engaging proactively with clients on a quarterly basis to assess their asset allocation and ensure alignment with their long-term financial objectives
  • Educating clients on our comprehensive portfolio strategy, their investments, significant market developments, and the competitive landscape
  • Collaborating with our sales team to gradually expand your portfolio of high-net-worth clients within your first year

Qualifications:

  • CFA (any level passed) and Series 65 (support will be provided to obtain upon commencement)
  • A minimum of 4 years of experience in portfolio management and client relationship development
  • Bachelor's degree
  • A consultative approach with a strong emphasis on client-centric service

Why Choose Fisher Investments:

We are driven by a greater purpose: enhancing the investment universe. We take pride in our inclusive culture, our tailored learning and development framework for every employee, and our recognition as a Great Place to Work. Our people are the cornerstone of the Fisher mission, and we invest in them by offering exceptional benefits, including:

  • Comprehensive medical, dental, and vision coverage for you and your eligible dependents
  • A 50% match on 401(k) contributions, up to the IRS maximum
  • 20 days of paid time off, plus 10 paid holidays
  • Family support programs, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare
  • $10,000 benefit for fertility, hormonal health, and family planning

Fisher Investments is an equal opportunity employer.



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