At a Glance
- Tasks: Serve high-net-worth Canadian clients and build strong relationships.
- Company: Join Fisher Investments, a leader in client-focused investment services.
- Benefits: Enjoy 100% paid health premiums, generous PTO, and family support programs.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real impact in the investment universe with a supportive team.
- Qualifications: CFA Level 1 holder with 4+ years in portfolio management.
The predicted salary is between 60000 - 80000 £ per year.
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.
The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
- Work with our Canadian clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- 4+ years of experience with portfolio management and client relationship building
- Bachelor's degree
- A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
International Investment Counselor (US Based) - Canadian Clients (PLANO) employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to an inclusive culture, comprehensive benefits including 100% paid medical premiums and generous PTO, and a unique training programme tailored for your success, you will thrive in a supportive environment dedicated to bettering the investment universe. Located in Plano, TX, this role offers the chance to work closely with high-net-worth clients while enjoying a collaborative atmosphere that fosters career development.
StudySmarter Expert Advice🤫
We think this is how you could land International Investment Counselor (US Based) - Canadian Clients (PLANO)
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Fisher Investments, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Fisher Investments.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Fisher Investments.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Fisher Investments, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace International Investment Counselor (US Based) - Canadian Clients (PLANO)
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Fisher Investments want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Fisher Investments.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Fisher Investments will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Fisher Investments. Numbers speak louder than words!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Fisher Investments want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withFisher Investments.
