Canadian Investment Counsellor
Company: Fisher Investments
Location: Gresham
Posted on: October 29, 2024
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Job Description:
Are you currently a CFA Level 1 holder working in the United
States and looking to service clients living in Canada? Come join
our firm as an Investment Counsellor to service a roster of
high-net-worth clients. Since 2009, Fisher Investments
International has developed a specialized approach focused on our
private clients. With a firm structure that practices separation of
sales and client service, you don't have to wear the "many hats" of
a typical Financial Professional. No prospecting required. Now is
your opportunity to use your finance experience to better the
investment universe. The Opportunity: As an Investment Counsellor,
you are the voice of Fisher Investments to our clients in Canada.
You will partner with our internal portfolio decision-makers,
auxiliary research teams, client service associates, and renowned
sales team to give our clients the best service possible. With our
commitment to being a fee-only fiduciary firm, you'll appreciate
knowing our compensation structure aligns with our clients' best
interests without relying on commissions. Through our unique
training program, Fisher Investments offers an elevated finance and
capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in
the role will assist you in navigating client relationships and
provide personalized career development. This onsite position is
located in Camas, WA. 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: Work with our Canadian
clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review
their asset allocation and ensure we're on the right track towards
their long term financial goals Educate clients on our top-down
portfolio strategy, their investments, important market events and
competitive landscape Rely on our sales team to gradually build
your roster of high-net-worth clients within the first year
Qualifications: 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
Compensation: $95,000 - $140,000 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 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
Keywords: Fisher Investments, Beaver Creek , Canadian Investment Counsellor, Other , Gresham, Oregon
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