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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 Saint Petersburg, Florida, 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 seeking a CFA Level 1 holder to join as an International Investment Counselor focused on Canadian clients. This role involves building and maintaining relationships with high-net-worth clients and partnering with internal teams to provide optimal investment strategies and client service without the pressure of prospecting.

Key responsibilities

  • Build trusting and professional relationships with Canadian clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategy and market events
  • Work with the sales team to gradually build a roster of high-net-worth clients

Required skills

  • CFA (passed any level)
  • Series 65 (support provided upon starting)
  • 4+ years of experience in portfolio management
  • Experience in client relationship management
  • Bachelor's degree
  • Consultative approach with client focus

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 8 week Paid Primary Caregiver Leave and $10,000 fertility assistance
  • Great Place to Work Certification and a commitment to inclusive culture

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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