Job Description
Join Fisher Investments as a Remote Private Client Adviser, dedicated exclusively to high-net-worth sales. Focus on building client relationships with C$500K investment capabilities from your own home.
The role empowers you to leverage your sales skills while connecting with affluent Canadian families. You will receive quality leads and conduct meetings aimed at presenting tailored portfolio management solutions. Fisher Investments supports your success by managing existing client transitions, allowing you to concentrate on acquiring new clients and meeting their investment needs.
Key Responsibilities:
• Reach out to potential clients provided by our marketing team
• Evaluate financial goals of high-net-worth individuals
• Present tailored investment solutions to prospects
• Guide qualified investors in becoming Fisher Investments clients
Requirements:
• IIROC licensing as Dealing Representative for 2 years out of 5
• Track record of selling and advising on s...
The role empowers you to leverage your sales skills while connecting with affluent Canadian families. You will receive quality leads and conduct meetings aimed at presenting tailored portfolio management solutions. Fisher Investments supports your success by managing existing client transitions, allowing you to concentrate on acquiring new clients and meeting their investment needs.
Key Responsibilities:
• Reach out to potential clients provided by our marketing team
• Evaluate financial goals of high-net-worth individuals
• Present tailored investment solutions to prospects
• Guide qualified investors in becoming Fisher Investments clients
Requirements:
• IIROC licensing as Dealing Representative for 2 years out of 5
• Track record of selling and advising on s...