Canadian Investment Counsellor
Company: Fisher Investments
Location: Hillsboro
Posted on: May 11, 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, Hillsboro , Canadian Investment Counsellor, Other , Hillsboro, Oregon
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