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International Investment Counselor (US Based) - Canadian Clients

Date Posted: Jun 24, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Catacamas, Washington, 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 23, 2026
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Job Description

Overview

Fisher Investments is looking for an International Investment Counselor to serve high-net-worth clients in Canada from their Camas, Washington office. The ideal candidate will hold a CFA Level 1 and have experience in portfolio management and client relationship building.

Key responsibilities

  • Build and maintain trusting relationships with Canadian clients
  • Connect with clients on a quarterly basis to review asset allocation
  • Educate clients on portfolio strategy and market events
  • Collaborate with internal teams and leverage sales support to grow client roster

Required skills

  • CFA Level 1
  • Series 65 (provided upon starting)
  • 4+ years of experience in portfolio management
  • Client relationship management experience
  • Bachelor's degree
  • Consultative approach with client focus

What the company offers

  • Base salary of $90,000 - $140,000 per year
  • Discretionary bonus eligibility based on performance
  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family Support programs including paid primary caregiver leave and fertility assistance
  • Opportunity to participate in hybrid work from home program

Skills Required

Company Overview

Fisher Investments
United States of America
144 Current Jobs Openings

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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