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Canadian Account Executive (2018-7552)

Camas, WA, United States


Job Description


Are you looking to use your communication skills to make a major impact on our Canadian private client business? Do you want to partner with our growing Canadian sales force in our international efforts to dominate our chosen markets?

The Opportunity:

Consider joining Fisher Investments International (FII) as one of the first Canadian Account Executives (AEs). The role puts you on the front line of the Canadian sales process as you’ll be the first point of contact between potential private clients and the firm.


The Day-to-Day:

  • Call prospective clients generated from various direct marketing campaigns.
  • Determine relevant information about prospective clients’ background, investment goals, financial worth, and investment time horizon.
  • Educate prospective clients on our firm’s strategy and key differences from their current advisor.
  • 200-300 out bound dials and an average of 30 phone conversations daily.
  • Set qualified appointments for our Canadian sales force.


Your Qualifications:

  • You want to directly impact your earnings - the harder you work and more success you have, the more money you can earn.
  • You demonstrate a desire to be in a sales role and develop your sales skills.
  • You pride yourself in your strong communication skills and exemplary work ethic.
  • You are resilient in the face of adversity.
  • You have a basic understanding of markets, investing and investment products and have a keen interest in learning more about international financial market and products.

Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.





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