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International Investment Counselor (US Based) - Canadian Clients

Date Posted: Jun 26, 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 24, 2026

Job Description

Overview

Fisher Investments is looking for an International Investment Counselor based in the US to service high-net-worth clients in Canada. The role emphasizes building client relationships, providing investment education, and collaborating with internal teams, all while adhering to a fee-only fiduciary structure that prioritizes client interests.

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 (Level 1 or higher) and Series 65
  • 4+ years of portfolio management experience
  • Client relationship building
  • Bachelor's degree
  • Consultative approach with client focus

What the company offers

  • 100% paid medical, dental and vision premiums for employees and dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family Support programs including 8 weeks paid Primary Caregiver Leave and $10,000 for fertility and family forming assistance
  • Inclusive culture and learning and development framework
  • Great Place to Work Certification

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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