[Hiring] Canadian Private Client Adviser @Fisher Investments

Role Description

This role involves focusing 100% on sales as a Private Client Adviser with Fisher Investments Canada.

• Conduct consultative meetings with high-net-worth Canadian families
• Access to qualified lead resources (C$500K or more in liquid investable assets)
• Manage your business remotely from home, covering a local territory
• Contact qualified leads provided and meet with prospective clients
• Present Fisher Investments Canada's wealth management solutions
• Focus purely on new client acquisition
• Report to the head of sales for resources, support, and training

Qualifications

• IIROC licensed as a “Dealing Representative (Investment Dealer)” for any 2 out of the last 5 years
• Ability to sell and give advice on stocks to clients while licensed as a “Dealing Representative (Investment Dealer)”
• 5+ years experience of success 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

Benefits

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