Canadian Investment Counsellor
Company: Fisher Investments
Location: Euless
Posted on: May 10, 2022
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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 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 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 Deep understanding of 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 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% 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 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
Keywords: Fisher Investments, Euless , Canadian Investment Counsellor, Other , Euless, Texas
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