Fisher Investments Private Client Adviser Role
Fisher Investments
Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients. Utilize your skills to make a significant difference in their financial journeys.
This position allows you to work with prospective clients owning C$500K or more in liquid assets. You will conduct consultative meetings to assess their financial goals and present tailored investment solutions. Supported by portfolio management and client service teams, you will concentrate on acquiring new clients, bolstered by resources from the head of sales.
Key Responsibilities: - Reach out to high-net-worth leads provided by marketing - Assess financial needs and offer suitable investment strategies - Educate clients about Fisher Investments' offerings - Support the transition of private investors to Fisher
Requirements: - IIROC licensed as a “Dealing Representative (Investment Dealer)” for 2 of the past 5 years - Proven sales ability for stock advising - Minimum of 5 years’ experience with high-net-worth clients - Track record of acquiring affluent investors - Proficient in high-volume telephonic and live meetings
Utilize your sales proficiency to empower client investments at Fisher Investments Canada.#J-18808-Ljbffr
This position allows you to work with prospective clients owning C$500K or more in liquid assets. You will conduct consultative meetings to assess their financial goals and present tailored investment solutions. Supported by portfolio management and client service teams, you will concentrate on acquiring new clients, bolstered by resources from the head of sales.
Key Responsibilities: - Reach out to high-net-worth leads provided by marketing - Assess financial needs and offer suitable investment strategies - Educate clients about Fisher Investments' offerings - Support the transition of private investors to Fisher
Requirements: - IIROC licensed as a “Dealing Representative (Investment Dealer)” for 2 of the past 5 years - Proven sales ability for stock advising - Minimum of 5 years’ experience with high-net-worth clients - Track record of acquiring affluent investors - Proficient in high-volume telephonic and live meetings
Utilize your sales proficiency to empower client investments at Fisher Investments Canada.#J-18808-Ljbffr
Vacancy posted 1 hour ago
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