Medical Financial Advisor
6 days ago
Are you a CFA Level 1 holder with experience in portfolio management and client relationship building? We're seeking a skilled Investment Counsellor to join our team in the United States, servicing high-net-worth clients in Canada.
About the RoleAs an Investment Counsellor, you'll be the voice of Fisher Investments to our clients in Canada. Your primary responsibilities will include:
- Proactively connecting with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals
- Educating clients on our top-down portfolio strategy, their investments, important market events, and competitive landscape
- Relying on our sales team to gradually build your roster of high-net-worth clients within the first year
To be successful in this role, you'll need:
- 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
We're committed to bettering the investment universe. As an Investment Counsellor, you'll enjoy:
- 100% paid medical, dental, and vision premiums for you and your qualifying dependents
- 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
- $10,000 fertility, hormonal health, and family-forming benefit
Fisher Investments is an equal opportunity employer.
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