International Private Client Adviser (US Based) - Canadian Clients

Experteer Overview In this role, you will engage high-net-worth Canadian clients over the phone to explore Fisher Investments solutions. You'll work with a supportive team and report to the Inside Sales Manager, focusing on turning qualified prospects into clients. You'll refine your skills through ongoing training in sales, finance, capital markets, and portfolio management. This is a hands-on, in-office opportunity with meaningful growth in a global, mission-driven firm.

Compensation / Benefits

• Speak with prospective Canadian clients and represent Fisher Investments over the phone
• Assess prospects' financial situations and tailor investment solutions
• Convert qualified prospects into clients for Fisher Investments
• Participate in ongoing training on advanced phone sales, finance, capital markets, and portfolio management
• No travel; focus on phone-based sales or virtual connections Tasks
• 2+ years of experience in financial services
• CFA (at least Level 1) and 24 months of 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 eligible dependents
• 50% 401(k) match, up to IRS maximum
• 20 days of PTO plus 10 paid holidays
• Family support programs including paid caregiver leave and fertility/family forming assistance
• Back-up child, adult, and elder care