Canadian Private Client Adviser

Calling all financial professionals looking for a role focused 100% on sales! As a Private Client Adviser with Fisher Investments Canada, you will receive access to qualified lead resources and will be solely responsible for conducting consultative meetings aimed at helping high-net-worth Canadian families with more suitable investment solutions.

Requirements

• IIROC licensed as a 'Dealing Representative (Investment Dealer)' for any 2 out of the last 5 years
• Demonstrate that you have/had the 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 our 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

Originally posted on Himalayas