Posted 2 days ago | Remote Job | Permanent | Competitive
Calling all financial professionals looking for a role focused 100% on sales!
As a Private Client Adviser with Fisher Investments (FI), you will receive access to qualified lead resources (C$500K or more in liquid investable assets) and will be solely responsible for conducting consultative meetings aimed at helping high-net-worth Canadian families with more suitable investment solutions.
Fisher Investments (FI) is a privately held, multi-billion dollar, global investment firm active in over 16 countries worldwide. Our number one priority is achieving the long-term financial goals of our clients. We achieve this by placing the needs of our clients first, providing customized portfolio management and unparalleled service.
Join us today in our mission to better the investment universe!
The Opportunity:
This lucrative role with uncapped earning potential 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 FI'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 FI's head of sales who will ensure you have all the resources, support, and training you need to succeed.
The Day-to-Day:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.