Overview As a Private Client Adviser in Inside Sales, you engage high-net-worth Canadian clients by phone to explore Fisher Investments solutions. You work with a dedicated team and receive robust training to convert qualified prospects into clients, focusing on financial services knowledge and portfolio considerations. The role emphasizes phone-based sales with no cold calling and offers promotion opportunities in a global, inclusive firm. You contribute to the mission of bettering the investment universe through client-focused service and expertise.
Compensation / Benefits- 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
- 8 week Paid Primary Caregiver Leave and family support programs including fertility and elder care
Responsibilities- Be the voice of Fisher Investments to prospective Canadian clients
- Review prospects' financial situations and propose solutions
- Convert qualified Canadian private investors into clients
- Participate in ongoing training on advanced phone sales, finance, and portfolio management
- No travel required; focus on phone-based sales or virtual connections
Key requirements- 2+ years of experience in financial services
- CFA (at least Level 1) and 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
- persuasive communication
- client-focused service
- strong interpersonal skills
- CFA Level 1
- portfolio management experience
- finance and capital markets knowledge
