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International Investment Counselor (US Based) - Canadian Clients

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

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    Location Gresham Park, Oregon, 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 serve high-net-worth clients located in Canada from their office in the United States. This role emphasizes a consultative approach to client relationship management while collaborating with internal teams to deliver exceptional service without the pressure of commission-based sales.

Key responsibilities

  • Build and maintain trusting relationships with Canadian clients.
  • Proactively connect with clients quarterly to review asset allocation and progress towards financial goals.
  • Educate clients on portfolio strategies and market events.
  • Work with sales team to expand client roster within the first year.

Required skills

  • CFA (any level) and Series 65 (supported upon starting)
  • 4+ years of experience in portfolio management and client relationship building
  • Bachelor's degree
  • Strong consultative approach with client focus

What the company offers

  • Base salary range of $90,000 - $140,000 per year
  • Eligible for discretionary performance-based bonus
  • 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 fertility assistance

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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