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 Vancouver, Washington, 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 21, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking an International Private Client Adviser based in the US to engage with high-net-worth individuals in Canada. This sales-focused role allows you to connect with interested clients over the phone, providing investment solutions and becoming integral in their financial journey with Fisher Investments.

Key responsibilities

  • Engage with prospective Canadian clients over the phone
  • Review clients' financial situations and provide tailored solutions
  • Help qualified Canadian investors become clients
  • Participate in ongoing training in phone sales, finance, and portfolio management
  • Collaborate with a dedicated support team for client service and sales support

Required skills

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

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and 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 fertility assistance
  • Inclusive culture and career development framework

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