Canadian Private Client Adviser

Fairygodboss; California (MO); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

100% paid health insurance premiums

$10,000 employer-paid life insurance

Emotional well-being services

$10,000 fertility and family-forming benefits

Job summary

A leading financial services firm is looking for a remote investment consultant to manage and acquire high-net-worth clients. You will focus on presenting tailored solutions to clients with significant assets and leverage leads provided by the firm's marketing team. Ideal candidates will have extensive experience in client engagement and investment advice. The position offers competitive benefits and a supportive work environment.

Qualifications

• IIROC licensed as a 'Dealing Representative (Investment Dealer)' for any 2 out of the last 5 years.
• 5+ years experience selling to high-net-worth individuals.
• Demonstrated ability to sell and advise on stocks.

Responsibilities

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

Skills

Sales ability

Client engagement

Financial advisory

Relationship management

Job description

Why you should apply for a job at Fisher Investments:

86% say women are treated fairly and equally to men

76% would recommend this company to other women

71% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.

20 days of PTO, plus 9 paid holidays.

Offering up to 10 days annually for back-up childcare.

Position summary

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 Fisher Investments Canada'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 the 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 the ability to sell and give advice on stocks while licensed as a "Dealing Representative (Investment Dealer)"
• 5+ years experience 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 Canada, we work for a bigger purpose: bettering the investment universe. We offer unmatched service and unique perspectives on investing, driven by our people. We invest in our team by offering:

• 100% paid premiums for top-tier supplemental healthcare (medical, prescription drugs, dental, orthodontia, vision) for employees and qualified dependents
• $10,000 employer-paid life and AD&D insurance, with optional buy-up
• Annual leave and paid holidays according to provincial mandates
• Employee Assistance Program and emotional well-being services
• $10,000* fertility, hormonal health, and family-forming benefits

We pride ourselves on our inclusive culture, valuing diverse perspectives and skills. Success at Fisher Investments is driven by results, collaboration, and a commitment to excellence. If you're ready to make a difference, apply today and join a team where you can truly impact lives by bettering the investment universe.

*Employees outside the US will receive the equivalent in local currency.

Each Fisher company is an equal opportunity employer. Fisher Asset Management, LLC operates in all Canadian provinces as Fisher Investments Canada, except Ontario, Newfoundland, and Labrador, where it operates as Fisher Asset Management, LLC.