Canadian Investment Counsellor
Company: Fisher Investments
Location: Plano
Posted on: September 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
Plano, TX.
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:
Qualifications:
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Plano , Canadian Investment Counsellor, Other , Plano, Texas
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