Associate, Private Wealth

Fiera Capital

Montreal, Quebec, Canada
Base: not specified; bonus/equity: not specified; ...
Hybrid
Client relationship management
Portfolio performance reporting
Client onboarding process
The Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supporting portfolio management and investment management activities

Job Summary

  • The Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supporting portfolio management and investment management activities.
  • Responsibilities include cultivating strong relationships with clients, facilitating client onboarding, supporting Investment Counsellors with client communications, and executing transactions.
  • Fiera Capital adheres to a hybrid working environment with 4 days in-office per week and offers competitive compensation and benefits packages.

Matching Summary

The Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supporting portfolio management and investment management activities.

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: competitive compensation and benefits packages

Skills & Requirements

Must-have

  • Client relationship management
  • Portfolio performance reporting
  • Client onboarding process
  • Investment Policy Statement preparation
  • CRM system updates
  • Microsoft Office Suite proficiency

Nice-to-have

  • Collaborative team environment
  • Employee wellbeing programs
  • Career advancement opportunities
  • Results-oriented mindset

Key Requirements

  • Bachelor's degree in Business Administration, Commerce or related field
  • 1-5 years of relevant experience
  • Experience in financial services industry
  • General knowledge of investment industry
  • Proficiency in English

Work Rights

Not specified

Tailored Resume

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