One million success stories. Start yours today.

International Private Client Adviser (US Based) - Canadian Clients

Date Posted: Jun 23, 2026
Yearly: £ - £
Apply Now

Job Detail

  • location_on
    Location Gresham Park, Oregon, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 22, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking a motivated International Private Client Adviser to work with high-net-worth individuals in Canada. This sales-focused role involves engaging clients over the phone and offers well-defined promotion opportunities without the need for cold calling, supported by a dedicated team to ensure success.

Key responsibilities

  • Engage with prospective Canadian clients over the phone
  • Review personal financial situations and provide tailored solutions
  • Convert qualified private investors into clients
  • Participate in ongoing training in sales techniques and finance
  • Collaborate with a dedicated support team

Required skills

  • 2+ years experience in financial services
  • CFA Level 1 or above
  • 24 months portfolio management experience in the last 5 years
  • Bachelor's degree
  • Success in persuading and educating prospects

What the company offers

  • 100% paid medical, dental and vision premiums for employees and qualifying dependents
  • 50% 401(k) match up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family support programs including 8 weeks Paid Primary Caregiver Leave and $10,000 fertility assistance
  • Great culture with a focus on learning and development

Skills Required

Company Overview

Fisher Investments
United States of America
144 Current Jobs Openings

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on improving the investment universe. The firm takes pride in its inclusive culture and offers tailored learning and development opportunities for its employe... Read More

Google Map

Related Jobs