Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients. Utilize your skills to make a significant difference in their financial journeys.This position allows you to work with prospective clients owning C$500K or more in liquid assets. You will conduct consultative meetings to assess their financial goals and present tailored investment solutions. Supported by portfolio management and client service teams, you will concentrate on acquiring current clients, bolstered by resources from the head of sales.Key Responsibilities:Reach out to high-net-worth leads provided by marketingAssess financial needs and offer suitable investment strategiesEducate clients about Fisher Investments' offeringsSupport the transition of private investors to FisherRequirements:IIROC licensed as a "Dealing Representative (Investment Dealer)" for 2 of the past 5 yearsProven sales ability for stock advisingMinimum of 5 years' experience with high-net-worth clientsTrack record of acquiring affluent investorsProficient in high-volume telephonic and live meetingsUtilize your sales proficiency to empower client investments at Fisher Investments Canada.

📌 Fisher Investments Private Client Adviser Role (Ottawa)
🏢 Fisher Investments
📍 Ottawa