Private Client Adviser - Inside Sales (CFA Level 1 or Above Required)

e 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

• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

• No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

• 2+ years experience working 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

Compensation:

• This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents

• A 50% 401(k) match, up to the 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 and back-up child, adult, and elder care

• $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER