International Private Client Adviser (US Based) - Canadian Clients

Experteer Overview In this Inside Sales role you will engage high-net-worth Canadian clients by phone, assess their financial situations, and present Fisher Investments solutions. You will help qualified prospects become clients and participate in ongoing training on sales, finance, and markets. The position emphasizes phone-based engagement with no travel, supported by a dedicated team. You join a growth-oriented, inclusive culture with clear promotion opportunities and a focus on client-first outcomes.

Compensation / Benefits

• Represent Fisher Investments to prospective Canadian clients by phone
• Review prospects' financial situations and provide suitable solutions
• Convert qualified prospects into clients
• Participate in ongoing training on advanced phone sales techniques, finance, capital markets and portfolio management
• Limit travel to purely virtual connections or phone-based activities Tasks
• 2+ years in financial services
• CFA (at least Level 1) and 24 months portfolio management experience within 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 of PTO plus 10 paid holidays
• Family Support programs including Paid Primary Caregiver Leave
• fertility and family health assistance
• back-up child, adult, and elder care