Canadian Investment Counsellor

3 days ago

Plano, Texas, United States Fisher Investments Full time
Investment Counsellor Opportunity

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

Key Responsibilities:
  • Develop and maintain a deep understanding of our clients' financial goals and objectives
  • Provide personalized investment advice and guidance to clients
  • Work closely with our internal portfolio decision-makers and research teams to ensure clients receive the best possible service
  • Partner with our sales team to identify new business opportunities and grow our client base
Requirements:
  • CFA designation (any level) and Series 65 license (we will provide support for obtaining)
  • 4+ years of experience in portfolio management and client relationship building
  • Bachelor's degree
  • Strong consultative approach with a focus on client needs
Why Fisher Investments?

We are a fee-only fiduciary firm committed to putting our clients' interests first. Our unique training program provides a comprehensive education in finance and capital markets, and our inclusive culture values diversity and teamwork. We offer a competitive compensation package, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO.

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