Remote Private Client Adviser for High-Net-Worth Solutions

Fisher Investments; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading investment firm in Canada seeks a Private Client Adviser to focus on selling wealth management solutions to high-net-worth investors. The position is remote, allowing for flexibility while managing local clients. Candidates should have a strong sales background, particularly with high-net-worth individuals, and ideally possess IIROC licensing. The firm offers a comprehensive healthcare plan and additional benefits.

Benefits

100% paid premiums for healthcare plan

$10,000 employer-paid life policy

Annual leave and paid holidays

Employee Assistance Program

$10,000 fertility benefit

Qualifications

• 5+ years experience of success selling to high-net-worth individuals.
• Demonstrate ability to sell stocks to clients while licensed.
• Multi-year track record of acquiring high-net-worth clients.

Responsibilities

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

Skills

Sales experience to high-net-worth individuals

High-volume phone activity

Consultative selling

Education

IIROC licensed as a Dealing Representative

Job description

A leading investment firm in Canada seeks a Private Client Adviser to focus on selling wealth management solutions to high-net-worth investors. The position is remote, allowing for flexibility while managing local clients. Candidates should have a strong sales background, particularly with high-net-worth individuals, and ideally possess IIROC licensing. The firm offers a comprehensive healthcare plan and additional benefits.