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Canadian Investment Counsellor

2 months ago

Camas, United States Fisher Investments Full time
The Opportunity

As a Canadian Investment Counsellor at Fisher Investments, you will be the voice of our firm 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 provide exceptional service to our clients.

We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. Our commitment to being a fee-only fiduciary firm means our compensation structure aligns with our clients' best interests without relying on commissions.

Through our unique training program, you will gain an elevated finance and capital markets education to understand our firm's approach. You will report to your group manager, who will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day

As a Canadian Investment Counsellor, you will work with our Canadian clients to build trusting and professional relationships. You will proactively connect 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.

You will educate clients on our top-down portfolio strategy, their investments, important market events, and competitive landscape. Our sales team will help you gradually build your roster of high-net-worth clients within the first year.

Qualifications

We are looking for a CFA holder (passed any level) and Series 65 holder (we will help you obtain upon starting). You should have 4+ years of experience with portfolio management and client relationship building. A thoughtful consultative approach with an emphasis on client focus is essential.

Compensation

You will receive a base salary of $90,000 - $135,000 per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. You will also be eligible for discretionary bonus based on firm and individual performance.

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. Our exceptional benefits include 100% paid medical, dental, and vision premiums for you and your qualifying dependents, a 50% 401(k) match, up to the IRS maximum, and 20 days of PTO, plus 10 paid holidays. We also offer 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. Additionally, you will receive a $10,000 fertility, hormonal health, and family-forming benefit.