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Canadian Investment Counselor - TX
CNI Consulting Inc.
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Dallas, United States
Location
Dallas
Posted
June 26, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested in other cultures? Do you challenge yourself to continue to grow and develop? Then we are looking for you! Become a pioneer within our newly developed and growing presence in the Canadian market by becoming a Canadian Investment Counselor. *The Opportunity:* As an Investment Counselor, you will be the face and voice of our client. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why weve made certain decisions for their particular portfolio, and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals. *The Day-to-Day:* When you come to work for us as an Investment Counselor, we p...