Canadian Private Client Adviser | Ottawa, CA

Fisher Investments; Ottawa; Remote; CAD 60,000 - 120,000; Full time

Job summary

An established industry player is seeking a Private Client Adviser to join their mission of bettering the investment universe. In this role, you will focus on sales, managing your business remotely while engaging high-net-worth clients. With access to qualified leads and a dedicated support team, your primary goal will be to present tailored wealth management solutions. The company offers a collaborative environment that values diverse perspectives and invests in employee well-being through comprehensive benefits. If you're driven by results and passionate about making a difference in clients' lives, this is the opportunity for you.

Benefits

100% paid healthcare premiums

$10,000 employer-paid life and AD&D policy

Annual leave and paid holidays

Employee Assistance Program

$10,000 fertility and family-forming benefit

Qualifications

• 5+ years of successful sales experience with high-net-worth individuals.
• IIROC licensed as a Dealing Representative for 2 out of the last 5 years.

Responsibilities

• Contact leads generated by marketing to engage high-net-worth prospects.
• Educate clients on investment solutions and help them become clients.

Skills

Sales Skills

Client Relationship Management

Financial Advising

Communication Skills

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 (FI), 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 (FI) 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 FI'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 FI's 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, 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.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER