Remote Private Client Adviser for High-Net-Worth Solutions

Fisher Investments; Remote; CAD 70,000 - 90,000; Full time

Job summary

A leading investment firm is seeking a Private Client Adviser to sell wealth management solutions to high-net-worth investors. This remote position allows flexibility while managing local clients. Candidates should possess a strong sales background, especially with affluent individuals, and IIROC licensing is preferred. The firm provides a comprehensive healthcare plan and additional benefits to its employees.

Benefits

Comprehensive healthcare plan

Additional benefits

Qualifications

• Candidates should have a strong sales background, particularly with high-net-worth individuals.
• Possession of IIROC licensing is ideal.

Responsibilities

• Focus on selling wealth management solutions to high-net-worth investors.
• Manage local clients while working remotely.

Skills

Strong sales background

Experience with high-net-worth individuals

Education

IIROC licensing (preferred)

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.