International Private Client Adviser (US Based) - Canadian Clients

Experteer Overview In this Inside Sales role, you engage high-net-worth Canadian clients via phone to introduce Fisher Investments and convert qualified leads into clients. You work with a dedicated support team and receive comprehensive training in sales, finance, and portfolio management. The position focuses on outbound, phone-based outreach with no travel, offering uncapped incentive compensation. You join a global firm that prioritizes client-first service and a culture of learning.

Compensation / Benefits

• Speak on behalf of Fisher Investments to prospective Canadian clients
• Assess prospects' financial situations and propose suitable solutions
• Convert qualified prospects into new clients for Fisher Investments
• Participate in ongoing training on advanced phone sales, finance, capital markets and portfolio management
• Maintain a phone-based or virtual sales approach with no required travel Tasks
• 2+ years of experience in financial services
• CFA (at least Level 1 passed)
• 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Proven ability to persuade and educate prospects Key requirements
• 100% paid medical, dental and vision premiums for you and dependents
• 50% 401(k) match, up to IRS maximum
• 20 days PTO plus 10 paid holidays
• Family Support programs including 8-week Paid Primary Caregiver Leave, fertility support and family-forming assistance
• back-up child, adult, and elder care