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Portfolio Manager
2 months ago
About the Role:
Fisher Investments is seeking a highly skilled Portfolio Manager to join our team in Canada. As a Portfolio Manager, you will be responsible for building and maintaining relationships with high-net-worth clients in Canada, providing them with expert investment advice and guidance.
Key Responsibilities:
- Work with clients to understand their investment goals and objectives
- Develop and implement customized investment strategies for clients
- Provide ongoing portfolio management and monitoring services to clients
- Collaborate with internal teams to ensure seamless client service
- Stay up-to-date with market trends and economic developments to provide informed investment advice
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
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
What We Offer:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
About Fisher Investments:
Fisher Investments is a global investment management firm that provides expert investment advice and guidance to high-net-worth individuals and institutions. We are committed to delivering exceptional client service and building long-term relationships with our clients.