2 Jobs in Camas, WA
myGwork - LGBTQ+ Business Community is Hiring a Canadian Investment Counsellor Near Camas, WA
The OpportunityAs an 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 Camas, WA.
The Day-to-DayAs a Canadian 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
- 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
- $90,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance.
- 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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
Job Summary
Full Time
$104k-157k (estimate)
05/19/2024
06/05/2024
The job skills required for Canadian Investment Counsellor include CFA, Portfolio Management, Asset Allocation, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Canadian Investment Counsellor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Canadian Investment Counsellor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Canadian Investment Counsellor positions, which can be used as a reference in future career path planning. As a Canadian Investment Counsellor, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Canadian Investment Counsellor. You can explore the career advancement for a Canadian Investment Counsellor below and select your interested title to get hiring information.
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