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International Private Client Adviser (US Based) - Canadian Clients

Date Posted: Jun 24, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Plano, Texas, 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
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Job Description

Overview

As an International Private Client Adviser focused on Canadian clients, you will engage with high-net-worth individuals over the phone, providing financial solutions and services. This sales-focused role offers a supportive environment with access to qualified leads and training in advanced sales techniques.

Key responsibilities

  • Engage with prospective Canadian clients over the phone
  • Review clients' personal financial situations and provide tailored solutions
  • Assist qualified Canadian private investors in becoming clients
  • Participate in ongoing training in sales techniques, finance, and portfolio management

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
  • Strong communication and relationship management skills
  • Experience 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 the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family support programs including 8 weeks paid primary caregiver leave and $10,000 for fertility and family forming assistance

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

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