At a Glance
- Tasks: Engage with high-net-worth clients and set meetings to improve their financial futures.
- Company: Join a passionate team at Fisher Investments, dedicated to client success.
- Benefits: Enjoy 100% paid health premiums, generous PTO, and a supportive work culture.
- Other info: Be part of an inclusive culture focused on personal and professional development.
- Why this job: Grow your sales skills in a vibrant environment with warm leads and mentorship.
- Qualifications: No prior sales experience needed; just bring your drive and communication skills.
The predicted salary is between 35630 - 50000 £ per year.
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser.
The Opportunity: The Canadian Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report directly to a manager who will sit near you and guide you in the sales process. This is an in-office job located in Camas, WA.
The Day-to-Day:
- Communicate Fisher's value proposition to high-net-worth investors to arrange meetings with regional sales partners
- Control your career trajectory and increase firm growth while bettering the financial well-being of prospects
- Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
- Our marketing team will provide you with warm leads, which means no cold calling
Your Qualifications:
- No prior sales experience or industry knowledge needed
- Drive results: You have experienced personal and professional success
- Instill Trust: You understand how to earn the trust of others
- Communication: You are engaging and can connect with a wide array of audiences
- Persuade: You use compelling arguments to gain the support and commitment of others
- Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement
Compensation: Commission/variable pay based position - $50,000 base salary with a step down to $35,630.40 in the state of WA; compensation includes an appointment held fee and a percentage of estimated first year's management fees for new business closed by the firm's regional representative.
Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Account Executive - International (Inside Sales) (VANCOUVER) employer: Fisher Investments
Fisher Investments is an exceptional employer that fosters a vibrant and inclusive work culture in Vancouver, where motivated individuals thrive in their sales careers. With a strong focus on employee growth, comprehensive benefits including 100% paid medical premiums, and a supportive environment led by experienced mentors, you will have the opportunity to develop your skills while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive - International (Inside Sales) (VANCOUVER)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Executive - International (Inside Sales) (VANCOUVER)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
