Canadian Investment Counsellor

1 day ago

Tampa, Florida, United States Fisher Investments Full time

Are you a CFA Level 1 holder with a passion for portfolio management and client relationship building? We're seeking a skilled Investment Counsellor to join our team at Fisher Investments International. As a key member of our Canadian client service team, you will work closely with our internal portfolio decision-makers, research teams, and sales team to provide exceptional service to our high-net-worth clients in Canada. With a focus on fee-only fiduciary services, you'll appreciate our commitment to putting our clients' best interests first. Through our comprehensive training program, you'll gain a deep understanding of our unique approach to portfolio management and capital markets. As a Canadian Investment Counsellor, you will be responsible for building and maintaining strong relationships with our Canadian clients, providing personalized service and support to help them achieve their long-term financial goals. You will also work closely with our sales team to identify new business opportunities and grow our client base. If you're a motivated and results-driven professional with a passion for finance and client service, we encourage you to apply for this exciting opportunity. Our team is dedicated to creating a supportive and inclusive work environment, with a focus on career development and growth. We offer a competitive compensation package, including a 50% 401(k) match, 20 days of PTO, and a comprehensive benefits program. If you're looking for a challenging and rewarding career opportunity, we invite you to join our team at Fisher Investments International.

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