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Canadian Investment Counsellor

Company: Fisher Investments
Location: Camas
Posted on: April 2, 2024

Job Description:

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
      • $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
        • $10,000 fertility, hormonal health and family-forming benefit

Keywords: Fisher Investments, Portland , Canadian Investment Counsellor, Other , Camas, Oregon

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