International Investment Counselor (US Based) - Canadian Clients
Company: Fisher Investments
Location: Camas
Posted on: February 22, 2026
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Job Description:
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 Camas, WA. 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 Compensation: $90,000 - $140,000 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 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
Keywords: Fisher Investments, Beaverton , International Investment Counselor (US Based) - Canadian Clients, Accounting, Auditing , Camas, Oregon
