Canadian Investment Counsellor

Company: Fisher Investments
Location: Gresham
Posted on: November 1, 2024

Job Description:

CFA Level 1 holders in the United States seeking to serve Canadian clients can join Fisher Investments as Investment Counsellors. We offer a specialized approach focused on private clients, with no prospecting required. As an Investment Counsellor, you will partner with internal teams to provide top-notch service to high-net-worth clients.

• 
  
• Work with Canadian clients to build a trusting relationship
  
• Quarterly reviews to ensure alignment with long-term financial goals
  
• Educate clients on our portfolio strategy and market events
  
• Gradual client roster growth with support from our sales team
  
  Qualifications: CFA (any level) and Series 65 (obtained upon starting), 4+ years of portfolio management and client relationship experience, Bachelor's degree, and a consultative approach with client focus.
  Compensation: $95,000 - $140,000 base salary, discretionary bonus based on firm and individual performance.
  Why Fisher Investments: We prioritize our inclusive culture, learning and development framework, and Great Place to Work Certification. Our benefits include 100% paid medical and dental premiums, 50% 401(k) match, 20 days of PTO, and family support programs.

Keywords: Fisher Investments, Tigard , Canadian Investment Counsellor, Other , Gresham, Oregon