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International Investment Counselor (US Based) - Canadian Clients

Date Posted: Jun 30, 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 28, 2026

Job Description

Overview

Fisher Investments is looking for an International Investment Counselor who will service high-net-worth clients living in Canada from the United States. The role emphasizes building strong client relationships and providing personalized financial guidance, without traditional sales pressure, as the firm is committed to a fee-only fiduciary model.

Key responsibilities

  • Build trusting relationships with Canadian clients
  • Connect with clients quarterly to review asset allocation and financial goals
  • Educate clients on portfolio strategies, investments, and market events
  • Collaborate with internal teams to deliver the best service
  • Gradually build a roster of clients with the support of the sales team

Required skills

  • CFA Level 1 or higher
  • Series 65 (to be obtained upon starting)
  • 4+ years of experience in portfolio management and client relationship building
  • Bachelor's degree
  • Strong consultative and client-focused approach

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 of Paid Primary Caregiver Leave and $10,000 fertility assistance
  • Inclusion in a hybrid work from home program based on eligibility

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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