Canadian Investment Counsellor
Fisher InvestmentsCamas, Washington
Overview
At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.
- Schedule: Full Time
- Level: Professional
- Travel: Minimal
- Salary: Competitive
No Prospecting, No Cold-Calls, Book of Business Is Provided
Success Profile
At Fisher, our financial service professionals demonstrate the following traits, and all are equally important to their success.
- Communicator
- Competitive
- Detail-Oriented
- Multi-Tasker
- Persuasive
- Sincere
Culture
- Our financial professionals focus on providing unparalleled service in an industry generally known for cookie-cutter solutions and impersonal relationships. We believe clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals.
- Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission-driven business, Fisher Investments or one of its subsidiaries might be the best place to take your career to the next level.
Potential Career Path
The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term, or decide to explore other groups and roles at the firm, you own your career journey. Where you go next at Fisher is up to you.
Helping clients is what we do best.
Join Private Client Services.
Our Global Benefits
We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options, and additional benefits that support your health and financial wellness.
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Health Care
Quality health care packages offered globally, covering you and your qualified dependents.
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Family Support
We support parents and families with Primary Caregiver, Parental Leave, paid time off, flexibility and resources.
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Awards & Recognition
We celebrate achievements and drive a strong culture of recognition across the organization.
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Time Off
Our annual leave packages and country-specific paid holidays help you balance work and free time.
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Retirement Plans
Company contributions to your 401(k) retirement or pension plan, and access to financial planning tools.
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Career Growth
& DevelopmentLearning and development programs and resources support you as you build your Fisher career.
Responsibilities
Do you love to financially educate and deepen relationships with clients? Are you interested in expanding your career and working with our high-net-worth Canadian clients? Since 2009, Fisher Investments International has developed a globally diverse environment within a larger firm structure. Join our team (in one of our US locations) as a pioneer and help grow our presence in the Canadian market by becoming an Investment Counsellor!
The Opportunity:
When you come to work for us as a Fisher Investments Canadian Investment Counsellor, we provide you with an abundance of support. Through our unique training program, you will receive an elevated finance and capital markets education to understand our firm's unique approach. Our Canadian Investment Counsellors partner with our internal portfolio decision-makers and auxiliary research teams, client service associates, and renowned sales team. We offer a compensation structure that aligns with our clients' best interest and our commitment to being a fiduciary firm. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
- Help your clients understand our top-down portfolio strategy, walking them through specific investments and highlighting important events in the market
- Partner with our Canadian sales team to gradually build your roster of high-net-worth Canadian clients within the first year
- Be the heart of our Private Client Group, working with our clients to build a trusting professional relationship
- Proactively reach out to clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Your Qualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- Bachelor's degree
- Experience with the investment universe and 4+ years of portfolio management experience
- Yields a thoughtful consultative approach with an emphasis on client focus
- Experience building client relationships and instilling trust within the investment industry
Compensation:
- $90,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance.
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
How to Find the Confidence and Skills to Make Your Mark on the Industry (Interview)
"I've always admired Fisher as a company that I would like to work for someday. I was already familiar with the services that Fisher offered and valued the communication with counselors, the process and education, and felt it would be the best fit for me as a planner."
Read More about finding your confidence and skills to make your mark on the industry
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