International Investment Counselor (US Based) - Canadian Clients
Fisher Investments · Tampa, FL · 2 wk ago
FinanceFull-time
About the role
Provide investment advice to clients based in Canada while working from a US-based office.
Responsibilities
- Develop and maintain relationships with Canadian clients
- Conduct thorough research on investment opportunities
- Prepare and present investment strategies to clients
- Monitor client portfolios and make necessary adjustments
- Stay updated on market trends and regulatory changes
Requirements
- Bachelor's degree in Finance, Economics, or related field
- Minimum 3 years of relevant work experience in financial services
- Strong analytical and communication skills
- Proficiency in Microsoft Office Suite
Qualifications
- Passionate about providing personalized investment advice
- Ability to work independently and manage multiple tasks
- Excellent interpersonal and customer service skills
Skills
- Knowledge of Canadian and US financial markets
- Experience with financial modeling and analysis
- Strong understanding of investment principles and strategies
Benefits
- Competitive salary package
- Flexible work schedule
- Professional development opportunities
Pay
- $80,000 - $100,000 annually
Schedule
- Full-time position
- Flexible work arrangement available