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Canadian Investment Counselor (2018-7622)

Camas, WA, United States


Job Description


Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested in other cultures? Do you challenge yourself to continue to grow and develop? Then we are looking for you!


Become a pioneer within our newly developed and growing presence in the Canadian market by becoming a Canadian Investment Counselor.


The Opportunity:
As an Investment Counselor, you will be the face and voice of Fisher Investments. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals.


The Day-to-Day:
When you come to work for us as an Investment Counselor, we provide you with an arsenal of support, including:

  • An advanced finance and capital markets education through our training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage 
  • Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your “many hats” and become an expert in client relationship management and education
  • Ongoing career development, empowering you to discover your own career path
  • Opportunities for advancement driven by performance and attitude
  • Competitive compensation that aligns your interest with the client’s, instead of working against each other

Your Qualifications:

  • CFA (any level)
  • A thorough understanding of the investment industry
  • A desire to develop longstanding relationships as opposed to selling products or trading accounts
  • A tremendous desire to explore new opportunities and challenges
  • Client-focused


Don’t miss it, though, these are coveted positions within the firm and tend to fill fast. Take your career to the next level and apply today!


Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.


By applying you acknowledge that your information will be collected, used, disclosed, and stored outside of Canada, including at Fisher Investments and our service providers in the United States, and you agree that we may use your information (including your phone number and email address) to process your application and contact you to discuss opportunities with us.



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