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International Investment Counselor (US Based) - Canadian Clients

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

Job Detail

  • location_on
    Location Portland, 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

Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to service high-net-worth clients in Canada while working from the United States. This role focuses on client relationship management, portfolio strategy education, and working closely with internal teams to provide top-tier service without the pressures of prospecting.

Key responsibilities

  • Build trusting and professional relationships with Canadian clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategy and market events
  • Work with sales team to build a roster of high-net-worth clients

Required skills

  • CFA (passed any level)
  • Series 65 (assistance provided for obtaining)
  • 4+ years of portfolio management experience
  • Client relationship management experience
  • Bachelor's degree
  • Consultative approach with client focus

What the company offers

  • Base salary of $90,000 - $140,000 depending on experience
  • Discretionary bonus based on performance
  • 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 paid caregiver leave and fertility assistance
  • Hybrid work from home program eligibility based on role and performance

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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