Canada-Focused Investment Counselor (CFA)

Fisher Investments; Plano (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO, plus 10 paid holidays

Family Support programs including paid caregiver leave

Job summary

A financial advisory firm is seeking an International Investment Counsellor based in Plano, Texas, to service clients in Canada. Ideal candidates will hold a CFA Level 1 and possess a minimum of 4 years of experience in portfolio management and client relations. This role emphasizes building trusting relationships and understanding a top-down investment strategy. The company also offers exceptional benefits, including paid medical premiums and a 401(k) match.

Qualifications

• CFA (passed any level) and Series 65 (we will help you obtain upon starting).
• 4+ years of experience with portfolio management.
• Emphasis on client-focused consultative approach.

Responsibilities

• Build and maintain professional relationships with Canadian clients.
• Proactively connect with clients quarterly to review asset allocations.
• Educate clients on portfolio strategy and market events.
• Work with the sales team to grow your client roster.

Skills

CFA Level 1 holder

Client relationship building

Portfolio management expertise

Consultative approach

Education

Bachelor's degree

Tools

Financial analysis software

Job description

A financial advisory firm is seeking an International Investment Counsellor based in Plano, Texas, to service clients in Canada. Ideal candidates will hold a CFA Level 1 and possess a minimum of 4 years of experience in portfolio management and client relations. This role emphasizes building trusting relationships and understanding a top-down investment strategy. The company also offers exceptional benefits, including paid medical premiums and a 401(k) match.