Canadian Private Client Adviser

Fisher Investments; Canada; On-site; CAD 90,000 - 150,000; Full time

Benefits offered by this job

100% paid healthcare premiums

$10,000 life insurance policy

Annual leave and paid holidays

Employee Assistance Program

$10,000 fertility assistance

Job summary

An investment firm in Canada is seeking a Private Client Adviser to focus on high-net-worth clients. In this role, you will manage a local territory remotely and be responsible for contacting qualified leads with C$500K or more to invest. You will present tailored wealth management solutions while receiving full support from dedicated teams to ensure your success. The ideal candidate will have substantial experience in sales and client acquisition in the financial sector, and strong IIROC licensing credentials.

Qualifications

• Ability to sell and advise on stocks while IIROC licensed.
• 5+ years of experience selling to high-net-worth individuals.
• Success in acquiring high-net-worth clients.
• Multi-year track record of success acquiring high-net-worth clients.
• Experience with high-volume phone activity and in-person meetings.

Responsibilities

• Contact leads generated by marketing group.
• Engage with high-net-worth prospects to evaluate goals.
• Educate clients on financial offerings.
• Help qualified private investors become Fisher Investments' clients.

Skills

Sales ability

Client relationship management

Financial consultation

High-volume calls & meetings

Education

IIROC license as Dealing Representative

Job description

Calling all financial professionals looking for a role focused 100% on sales!

As a Private Client Adviser with Fisher Investments Canada, you will receive access to qualified lead resources (C$500K or more in liquid investable assets) and will be solely responsible for conducting consultative meetings aimed at helping high-net-worth Canadian families with more suitable investment solutions.

Fisher Investments Canada is a privately held, multi-billion dollar, global investment firm active in over 16 countries worldwide. Our number one priority is achieving the long-term financial goals of our clients. We achieve this by placing the needs of our clients first, providing customized portfolio management and unparalleled service.

Join us today in our mission to better the investment universe!

The Opportunity:

This lucrative role with uncapped earning potential, allows you to manage your business remotely from your home, covering a local territory within driving distance. You will contact qualified leads provided and meet with prospective clients who have C$500K or more to invest. You will present Fisher Investments Canada's wealth management solutions to high-net-worth investors. Our dedicated portfolio management and client service groups will manage the transition and retention of client relationships, freeing you up to focus purely on new client acquisition. You will report to the head of sales who will ensure you have all the resources, support, and training you need to succeed.

The Day-to-Day:

• Contact leads generated by FI’s marketing group
• Engage with high-net-worth prospects to evaluate their financial goals and provide solutions
• Educate prospective clients on the variety of FI's offerings
• Help qualified private investors become Fisher Investments' clients

Qualifications:

• IIROC licensed as a “Dealing Representative (Investment Dealer)” for any 2 out of the last 5 years
• Demonstrate that you have/had the ability to sell and give advice on stocks to clients while licensed as a “Dealing Representative (Investment Dealer)”
• 5+ years experience of success selling to high-net-worth individuals
• Multi-year track record of success acquiring high-net-worth clients
• Experience in high-volume phone activity and in-person meetings

Why Fisher Investments:

At Fisher Investments Canada, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering:

• 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, prescription drugs, dental and orthodontia, vision) for employees and their qualified dependents
• $10,000 employer-paid life and AD&D policy for employee with optional buy-up
• Annual leave and paid holidays according to provincial mandate
• Employee Assistance Program and other emotional well-being services
• $10,000* fertility, hormonal health and family-forming benefit

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

Each of the Fisher companies is an equal opportunity employer. Fisher Asset Management, LLC does business in all provinces of Canada as Fisher Investments Canada, except in Ontario, Newfoundland and Labrador, where it continues to do business as Fisher Asset Management, LLC.