Canadian Investment Counsellor

7 days ago


Garland, Texas, United States Fisher Investments Full time
Investment Counsellor - Canada

Fisher Investments is seeking a highly skilled Investment Counsellor to join our team in Plano, TX. As a key member of our Canadian client service team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients in Canada.

The Opportunity

As an Investment Counsellor, you will work closely with our internal portfolio decision-makers, research teams, and sales team to provide exceptional service to our Canadian clients. You will be responsible for:

  • Building and maintaining strong relationships with our Canadian clients
  • Providing proactive quarterly reviews of client asset allocation and ensuring we are on track to meet their long-term financial goals
  • Educating clients on our top-down portfolio strategy, their investments, and important market events
  • Working with our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications

To be successful in this role, you will 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
  • A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments

We are a fee-only fiduciary firm that prioritizes our clients' best interests. We offer a unique training program that provides an elevated finance and capital markets education. Our commitment to being a Great Place to Work has earned us certification and recognition. We invest in our employees with exceptional benefits, including:

  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • A 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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