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<...