International Private Client Adviser (US Based) - Canadian Clients

Experteer Overview In this Inside Sales role you engage high-net-worth Canadian clients by phone to present Fisher Investments solutions. You will work with a dedicated team and report to the Inside Sales Manager, receiving training and resources to achieve success. You focus on understanding prospects' financial situations and converting qualified leads into clients, supported by ongoing training in finance and portfolio management. This is an in-office, Canada-facing opportunity with no travel and uncapped, performance-based compensation. You join a mission-driven firm that prioritizes client outcomes and professional development, offering a collaborative, growth-focused culture.

Compensation / Benefits

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation and provide solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Participate in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required; phone-based sales or virtual connections Tasks
• 2+ years experience in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Success persuading and educating 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 8 week Paid Primary Caregiver Leave
• fertility, family forming, and hormonal health assistance
• back-up child, adult, and elder care