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International Investment Counselor (US Based) - Canadian Clients

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

  • location_on
    Location Vancouver, 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 28, 2026
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Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to service high-net-worth clients living in Canada from their office in Vancouver, Washington. The role focuses on building strong client relationships and providing tailored investment strategies while adhering to a fee-only fiduciary structure.

Key responsibilities

  • Build trusting and professional relationships with Canadian clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategies, investments, and market events
  • Collaborate with internal teams to enhance client service
  • Gradually build a roster of high-net-worth clients

Required skills

  • CFA (any level) and Series 65
  • 4+ years of experience in portfolio management and client relationships
  • Bachelor's degree
  • Strong consultative approach and 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 for fertility and family forming assistance
  • Back-up child, adult, and elder care
  • In-office role with potential for 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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