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Canadian Investment Counselor

Dallas, TX, United States
Service
Counselo

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Job Description

Overview

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 to represent a globally diverse environment within a larger firm structure. Join our team as a pioneer and help grow our presence in the Canadian market by becoming an Investment Counselor!

 

The Opportunity:

 

When you come to work for us as a Canadian Investment Counselor, 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 innovative approach. Our Canadian Investment Counselors are given broad partnership from our internal portfolio decision-makers and auxiliary research teams, client service associates, and renowned sales team. We offer a strategically designed compensation structure that aligns with our clients’ best interest and our commitment to being a fiduciary firm. In addition, our mentorship program and ongoing career development, all empower you to grow your career.

 

The Day-to-Day:

As a Canadian Investment Counselor, you are the central voice of Fisher Investments Canada, working from the United States. In this role you will:

  • Help your clients understand our top-down portfolio strategy, walking them through specific investments and highlighting pivotal events in the market
    • Learn about Fisher’s investment philosophy and best practices while working alongside various mentors
    • Partner with our Canadian sales team to gradually build your roster of high-net-worth Canadian clients within the first year
  • Serve as the heart of our Private Client Group, working closely 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
    • Utilize an extensive database providing Investment Counselors unlimited access to internal and external research
  • Collaborate with our internal portfolio decision-makers, client service associates, and various other internal teams to ensure completion of operational tasks in relation to client portfolios

Your Qualifications:

 

  • CFA (passed any level) and Series 65 (preferred)
  • Bachelor degree or equivalent work experience
  • Confident understanding of the investment industry and 3+ years of portfolio management experience
  • Yields a thoughtful consultative approach with an emphasis on client focus
  • Demonstrates instilling trust and building client relationship within the finance industry

Why Fisher Investments:

 

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by 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 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

 

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