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Are you currently a CFA Level 1 holder working in the United States and looking to service clients in Canada? Join our firm as an International Investment Counsellor to serve high-net-worth clients. Since 2009, Fisher Investments International has focused on private clients, with a structure that separates sales and client service, eliminating prospecting requirements. Use your finance experience to make a difference in the investment universe.
The Opportunity
As an International Investment Counsellor, you will be the voice of Fisher Investments to our Canadian clients. You will collaborate with portfolio decision-makers, research teams, client service associates, and sales teams to provide excellent service. Our fee-only fiduciary model aligns our interests with clients, and our training program offers advanced finance and capital markets education. You will report to a group manager with relevant experience to guide your career development. This position is based in Tampa, FL, and is onsite.
The Day-to-Day
- Build trusting relationships with Canadian clients
- Connect quarterly to review asset allocations and progress towards financial goals
- Educate clients on portfolio strategies, investments, market events, and the competitive landscape
- Gradually build your client roster with support from our sales team
Qualifications
- CFA (any level passed) and Series 65 (training provided)
- 4+ years in portfolio management and client relations
- Bachelor's degree
- Client-focused, consultative approach
Why Fisher Investments
We aim to better the investment universe, foster an inclusive culture, and invest in our employees through tailored development and recognition as a Great Place to Work. Benefits include:
- 100% paid medical, dental, and vision premiums for employees and dependents
- 50% 401(k) match up to IRS limits
- 20 days of PTO plus 10 holidays
- Family support programs, including paid caregiver leave, fertility assistance, and caregiving support
- This is an in-office role with potential hybrid options based on performance and tenure
Fisher Investments is an equal opportunity employer.
Additional Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Staffing and Recruiting
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