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Financial Counselor

Date Posted: Jun 30, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Garland, Texas, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 28, 2026

Job Description

Overview

Fisher Investments is seeking an International Investment Counsellor to support high-net-worth clients residing in Canada. This role emphasizes client relationship building and offers a structured approach to client service without the need for prospecting, providing an opportunity to leverage finance expertise in a client-focused setting.

Key responsibilities

  • Build trusting and professional relationships with Canadian clients
  • Connect with clients quarterly to review asset allocation and financial goals
  • Educate clients on portfolio strategy and market events
  • Collaborate with the sales team to grow a client roster

Required skills

  • CFA Level 1 or higher
  • Series 65 (will assist in obtaining)
  • 4+ years of experience in portfolio management and client relationships
  • Bachelor's degree
  • Consultative selling approach

What the company offers

  • 100% paid medical, dental and vision premiums for you and qualifying dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family support programs including paid caregiver leave and fertility assistance
  • Great Place to Work Certification and an inclusive culture

Skills Required

Company Overview

United States of America

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on improving the investment universe. The firm takes pride in its inclusive culture and offers tailored learning and development opportunities for its employe... Read More

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