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Remote Private Client Adviser — HNW Wealth Solutions

Fisher Investments

Remote

CAD 70,000 - 90,000

Full time

Today
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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 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.
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