Current jobs related to Investment Counselor for Canadian Clients - Vancouver, Washington - Fisher Investments

  • Canadian Investment Counsellor

    3 weeks ago

    Vancouver, Washington, United States Fisher Investments Full time

    The Opportunity:As a Canadian Investment Counsellor, you will be the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary...

  • Investment Counselor

    1 week ago

    Vancouver, Washington, United States Fisher Investments Full time

    Role OverviewFisher Investments is seeking a skilled Investment Counselor 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.Key ResponsibilitiesPartner with internal portfolio decision-makers, research teams, and...

  • Canadian Investment Counsellor

    3 days ago

    Vancouver, Washington, United States Fisher Investments Full time

    Investment Counsellor OpportunityFisher Investments is seeking a skilled Investment Counsellor to join our team in the United States. 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:Work closely with our Canadian clients...

  • International Client Services Professional

    2 weeks ago

    Vancouver, Washington, United States Fisher Investments Full time

    Unlock Your Potential as a Client Services AssociateAre you ready to embark on a rewarding career with a forward-thinking firm that's revolutionizing the investment industry?As a Client Services Associate at Fisher Investments, you'll be part of our dynamic International Private Client Group, focusing on delivering exceptional experiences for our Canadian...

  • Investment Strategist

    1 month ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients. With our commitment to being a...

  • Investment Strategist

    1 month ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients. With our commitment to being a...

  • Investment Advisor

    1 month ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients. Our commitment to being a fee-only...

  • Investment Strategist

    1 month ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients. With our commitment to being a...

  • Investment Strategist

    1 month ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients. With our commitment to being a...

  • Investment Advisor

    1 month ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients. Our commitment to being a fee-only...

  • Investment Strategist

    1 month ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients. With our commitment to being a...

  • Investment Strategist

    3 weeks ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to our clients. With our commitment to being a...

  • Investment Portfolio Manager

    1 month ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"The Opportunity": "As an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients. With our commitment to being a...

  • Certified Peer Counselor

    4 weeks ago

    Vancouver, Washington, United States Sea Mar Community Health Centers Full time

    Job Title: Certified Peer CounselorSea Mar Community Health Centers is seeking a Certified Peer Counselor to join our Behavioral Health Program in Vancouver, WA.Job Summary:The Certified Peer Counselor provides behavioral health crisis intervention services to individuals referred to our Adult Mobile Crisis Intervention (AMCI) team. This role requires...

  • Financial Services Professional

    4 weeks ago

    Vancouver, Washington, United States Fisher Investments Full time

    {"title": "Private Client Adviser", "description": "Unlock Your Potential in Financial ServicesAre you a financial professional looking for a sales-focused role that leverages your expertise? As a Private Client Adviser - Inside Sales, you will engage with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take...

  • Certified Peer Counselor

    2 weeks ago

    Vancouver, Washington, United States Sea Mar Community Health Centers Full time

    Job Title: Certified Peer CounselorSea Mar Community Health Centers is seeking a Certified Peer Counselor to join our Behavioral Health Program in Vancouver, WA. As a Certified Peer Counselor, you will provide behavioral health crisis intervention services to individuals referred to our Adult Mobile Crisis Intervention (AMCI) team.Key...

  • Mental Health Counselor

    4 days ago

    Vancouver, Washington, United States The Cowlitz Indian Tribe Full time

    Job SummaryWe are seeking a skilled Mental Health Counselor to join our Behavioral Health team at The Cowlitz Indian Tribe. As a key member of our team, you will provide individual, family, and group counseling services to our clients, utilizing a variety of strengths-based, culturally responsive therapeutic modalities.Key Responsibilities:Conduct...

  • Certified Peer Counselor

    4 weeks ago

    Vancouver, Washington, United States SEA MAR Community Health Centers Full time

    Job Title: Certified Peer CounselorSea Mar Community Health Centers is seeking a Certified Peer Counselor to join our team. As a Certified Peer Counselor, you will provide behavioral health crisis intervention services to individuals referred to our Adult Mobile Crisis Intervention (AMCI) team.Responsibilities:Provide case management services to assigned...

  • Estate Planning Specialist

    4 days ago

    Vancouver, Washington, United States LHH Full time

    LHH is seeking an Estate Planning Specialist to join their team in a direct hire opportunity. This role is fully onsite at the client's office in Camas, WA, with the possibility of working 75 days per year remotely after a training period. The Estate Planning Specialist will collaborate directly with clients to collect estate and trust documentation and...

  • Certified Peer Counselor

    1 month ago

    Vancouver, Washington, United States SEA MAR Community Health Centers Full time

    Job SummarySea Mar Community Health Centers is seeking a Certified Peer Counselor to join our Behavioral Health Program in Vancouver, WA. As a Certified Peer Counselor, you will provide behavioral health crisis intervention services to individuals referred to our Adult Mobile Crisis Intervention (AMCI) team. You will work collaboratively with a Sea Mar...

Investment Counselor for Canadian Clients

2 months ago

Vancouver, Washington, 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 in Canada? As an Investment Counselor, you will manage a portfolio of affluent clients, leveraging our firm’s established methodology tailored for private clientele. At Fisher Investments International, we have cultivated a distinctive approach since 2009, emphasizing a clear division between sales and client service roles, allowing you to focus solely on client engagement without the pressure of prospecting.

Your Role:

In the capacity of an Investment Counselor, you will serve as the primary liaison between Fisher Investments and our Canadian clientele. Collaborating closely with our internal portfolio strategists, research teams, client service representatives, and esteemed sales personnel, your goal will be to deliver exceptional service. Our commitment to a fee-only fiduciary model ensures that your compensation aligns with the best interests of our clients, free from commission-based incentives. You will benefit from our comprehensive training program, designed to enhance your understanding of our unique investment philosophy. Reporting to a group manager with relevant experience, you will receive guidance in managing client relationships and advancing your career.

Daily Responsibilities:

As a Canadian Investment Counselor, your day-to-day activities will include:

  • Building and nurturing professional relationships with Canadian clients
  • Conducting quarterly reviews to assess asset allocation and ensure alignment with long-term financial objectives
  • Educating clients on our strategic portfolio management approach, investment performance, significant market developments, and competitive analysis
  • Collaborating with our sales team to gradually expand your portfolio of high-net-worth clients within your first year

Qualifications:

  • CFA certification (any level passed) and Series 65 (assistance provided upon commencement)
  • A minimum of 4 years in portfolio management and client relationship development
  • Bachelor’s degree
  • A consultative mindset with a strong emphasis on client-centric service

Compensation Structure:

  • Base salary ranging from $90,000 to $135,000 annually, commensurate with experience. New hires typically start at the lower end of this range. Eligible for discretionary bonuses based on individual and firm performance.

Why Choose Fisher Investments:

At Fisher Investments, we are driven by a greater mission: to enhance the investment landscape. We take pride in fostering an inclusive culture, providing tailored learning and development opportunities for every employee, and maintaining our Great Place to Work Certification. Our commitment to our people is reflected in our comprehensive benefits package, which includes:

  • Fully covered medical, dental, and vision premiums for you and your eligible dependents
  • 50% matching on 401(k) contributions, up to the IRS maximum
  • 20 days of paid time off, in addition to 10 paid holidays
  • Family support initiatives, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare services
  • $10,000 benefit for fertility, hormonal health, and family planning

Fisher Investments is an equal opportunity employer.