Canadian Investment Counsellor
3 days ago
Fisher Investments is seeking a skilled Investment Counsellor to join our team in Camas, WA. 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.
The Role:As an Investment Counsellor, you will work closely with our internal portfolio decision-makers, research teams, and sales team to provide exceptional client service and support. Your primary focus will be on partnering with clients to understand their investment goals and objectives, and developing tailored investment strategies to meet their needs.
Responsibilities:- Build and maintain strong relationships with Canadian clients, providing exceptional service and support
- Work with clients to understand their investment goals and objectives, and develop tailored investment strategies
- Partner with internal teams to provide market insights and investment recommendations
- Collaborate with sales team to identify new business opportunities and grow client relationships
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- 4+ years of experience in portfolio management and client relationship building
- Bachelor's degree
- A consultative approach with an emphasis on client focus
- $90,000 - $135,000 base salary per year in the state of WA
- Eligible for discretionary bonus based on firm and individual performance
- 100% paid medical, dental, and vision premiums for you and your qualifying dependents
- 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
Fisher Investments is an equal opportunity employer.
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