Private Client Adviser - Sales Focused

Position: Private Client Adviser - Sales Focused Role
Transform your sales career as a Private Client Adviser with Fisher Investments Canada, focusing on high-net-worth clients and investment solutions. Work remotely and drive your success with dedicated support.

This role emphasizes sales geared towards C $500K or more investment leads. You will be responsible for conducting meetings that align the financial ambitions of affluent families with Fisher Investments' tailored offerings. Reporting to the head of sales, you will have access to resources designed to maximize your client acquisition efficacy while dedicated teams handle ongoing relationships.

Key Responsibilities:

• Engage high-net-worth prospects from provided leads

• Evaluate clients' financial aspirations and suggest tailored solutions

• Present Fisher Investments’ wealth management services

• Assist qualified individuals in joining the Fisher client base

Requirements:

• IIROC certified “Dealing Representative (Investment Dealer)” for 2 of last 5 years

• History of advising clients on stock investments

• 5+ years of success with affluent clients

• Proven experience in acquiring high-net-worth individuals

• Comfort with both phone engagement and in-person meetings

Leverage your expertise to make impactful investment decisions for clients at Fisher Investments Canada.
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