Remote Private Client Adviser for High-Net-Worth Investors

Fisher Investments; Canada; Remote; 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.

Responsibilities

• Contact leads generated by marketing group.
• Engage with high-net-worth prospects to evaluate goals.
• Educate clients on financial offerings.

Skills

Sales ability

Client relationship management

Financial consultation

Education

IIROC license as Dealing Representative

Job description

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.