One million success stories. Start yours today.

International Private Client Adviser (US Based) - Canadian Clients

Date Posted: Jun 30, 2026
Yearly: £ - £
Apply Now

Job Detail

  • location_on
    Location Catacamas, 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 28, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking an International Private Client Adviser who will interact with high-net-worth individuals in Canada. This sales-focused role involves engaging prospective clients over the phone and providing them with investment solutions while enjoying ample support and training.

Key responsibilities

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

Required skills

  • CFA Level 1 or above
  • 2+ years of experience in financial services
  • 24 months of portfolio management experience within the last 5 years
  • Bachelor's degree
  • Strong communication and persuasion skills

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and their 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 of paid primary caregiver leave

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