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
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