High-Net-Worth Client Adviser at FI

Transform your financial career with Fisher Investments as a High-Net-Worth Client Adviser. This 100% remote position focuses on sales to affluent Canadian families with C $500K investments.

In this role, you'll engage with qualified high-net-worth prospects using your sales acumen. Conduct consultative meetings to provide customized investment solutions that address their financial objectives. With dedicated support from Fisher Investments’ management teams, you will excel in acquiring and nurturing relationships with new clients.

Key Responsibilities:

• Connect with leads sourced from Fisher Investments' marketing efforts

• Discuss financial goals with potential clients

• Inform prospects about Fisher Investments' financial offerings

• Support qualified clients through the onboarding process

Requirements:

• IIROC licensed as a Dealing Representative for 2 out of last 5 years

• Proven ability to sell stocks to high-net-worth clients

• 5+ years of successful client acquisition experience

• Ability to manage high volumes of phone and in-person interactions

Bring your passion for wealth management to Fisher Investments and make a meaningful impact on clients' financial futures.
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