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International Investment Counselor (US Based) - Canadian Clients

Date Posted: Jun 26, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Clearwater, 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 24, 2026

Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to service high-net-worth clients residing in Canada while working from the United States. The role focuses on building strong client relationships and educating clients about investment strategies without the pressure of sales prospecting, thanks to the firm's fee-only fiduciary structure.

Key responsibilities

  • Build trusting 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 build a roster of high-net-worth clients

Required skills

  • CFA Level 1 holder
  • Series 65 (assistance provided to obtain)
  • 4+ years of portfolio management experience
  • Experience in client relationship building
  • 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 weeks paid primary caregiver leave
  • $10,000 fertility, family forming, and hormonal health assistance
  • Back-up child, adult, and elder care
  • Inclusive culture and customized learning and development framework

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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