At Fiera Capital
We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:
- Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
- Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
- Your Rewards & Recognition: We deeply value our people and their contributions and that’s reflected in our competitive compensation and benefits packages and our collaborative culture.
- Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing.
What we are looking for:
Under the supervision of the Head, Global Enterprise Risk Management Program and Canadian Compliance, the Counsellor, Global Regulatory Compliance executes the Canadian client management compliance program, including AML/ATF oversight, screening & training, KYC, suitability & documentation oversight, and associated registrant training, monitoring & testing of client documentation, client complaints, client relationship disclosure information, requests from regulators and various surveillance activities, to ensure that the company honours its regulatory obligations.
Your responsibilities:
As part of their duties, the successful candidate will have the following responsibilities:
- Execute monitoring & testing of controls related to the regulatory compliance obligations for dealing with clients.
- Implement continuous improvement and remediation of identified control gaps.
- Perform surveillance process related to client onboarding documentation, KYC & suitability to ensure that deficiencies are identified, including levying administrative consequences for significant/recurring issues.
- Execute the client due diligence questionnaire process for compliance-related matters to ensure responses are accurate, complete and timely.
- Complete the review and challenge of Canadian marketing collateral and social media posts to ensure alignment with internal policies and regulatory expectations.
- Participate in regulatory requests and examinations, working effectively with stakeholders to ensure responses are accurate, complete and timely.
- Assist with the creation and delivery of compliance-related employee training.
- Perform various surveillance programs including sub-advisor due diligence, electronic communications and broker-related initiatives.
- Collaborate in updating the compliance manual and related policies.
Must have requirements to be successful in this role:
- Bachelor’s degree in a relevant discipline (finance, business administration, accounting, etc.);
- Course work related to the securities or asset management industry;
- At least five years of experience in a regulatory compliance (or similar) role, preferably in the investment management industry;
- Knowledge of internal controls and testing methodologies and best practices pertaining to asset managers;
- Ability to collaborate effectively with internal stakeholders, including business partners and senior management;
- Understanding of the compliance and regulatory framework and industry best practices;
- Ability to work independently and interact effectively with others;
- Strong organizational skills and demonstrated ability to manage simultaneous priorities;
- Ability to exercise diligence, diplomacy and discretion when dealing with confidential information;
- Excellent oral and written communication skills in French and English.