Private Wealth Associate at Fiera Capital

Join Fiera Capital’s private wealth team as a Private Wealth Associate. This role focuses on delivering high-quality client service and portfolio management support in a hybrid work setting.
In your position, you will support the Senior Investment Counsellor in managing private wealth client accounts and enhancing client experiences. Your responsibilities will include client onboarding, communication, and administrative tasks, ensuring optimal investment management and reporting processes are met on time while working closely with team members on special projects.
Key Responsibilities:
• Foster relationships with clients to provide timely information
• Assist in executing transactions requested by Investment Counsellors
• Prepare investment policy documentation and reviews
• Maintain compliance documentation for client transactions
• Record and manage client details within the CRM
Requirements:
• Degree in Business Administration or comparable area
• 1-5 y...