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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 Melpattampakkam, 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 28, 2026
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Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to service high-net-worth clients based in Canada while working from Tampa, Florida. The role focuses on building relationships, educating clients on investment strategies, and collaborating with internal teams to deliver exceptional service without the pressure of prospecting.

Key responsibilities

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

Required skills

  • CFA Level 1 or higher
  • Series 65 (support provided to obtain upon starting)
  • 4+ years of experience in portfolio management and client relationship building
  • Bachelor's degree
  • Consultative approach with a focus on client satisfaction

What the company offers

  • 100% paid medical, dental, and vision premiums for you and your 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 assistance for fertility, family forming, and hormonal health
  • Back-up care for child, adult, and elder care
  • Opportunity to participate in a hybrid work from home program based on role, tenure, and performance

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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