Canadian Investment Counselor

Job overview

The Canadian Investment Counselor role is listed in Dallas, TX, with a hybrid-remote arrangement. The posting states annual compensation of $500,000–$999,999 and describes it as competitive compensation aligned with client interests. The role supports a growing presence in the Canadian market. The counselor manages relationships with an assigned roster of high-net-worth clients, explaining the firm’s investment philosophy, portfolio decisions, and market events. The purpose is to educate clients and help them stay on track toward their long-term financial goals, while internal portfolio decision-makers and research teams handle portfolio management.

What you'll do

• Educate assigned high-net-worth clients on the investment philosophy
• explain portfolio decisions and market events
• build long-term client relationships
• help clients stay on track with financial goals
• focus on client relationship management and education while internal portfolio decision-makers and research teams handle portfolios.

What we're looking for

Skills & competencies

full-time

investment counselor

canadian market

high-net-worth clients

investment education

client relationships

cfa

hybrid remote

dallas tx

cni consulting

$500k–$999,999/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, vision, and dental premiums fully covered
• 50% 401(k) match up to the IRS maximum
• 20 days of PTO plus 9 paid holidays
• 8 weeks of paid primary caregiver parental leave
• continuous learning and development.

Why this role

CFA at any level is listed as a qualification. The posting describes training and mentoring, ongoing career development, and advancement opportunities based on performance and attitude.

About the employer

CNI Consulting Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.