Associate, Private Wealth

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 Manager, Client Service and Support, 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 as well as the business development of private Investment Counsellors.

As a member of the private wealth service team, the incumbent will also be asked to assist other team members in their tasks.

Your responsibilities :

Client Servicing Support

Cultivate strong relationships with clients becoming the go to person for account specific information, which can include portfolio investment performance, providing reports and clarifications to client’s accountant and custodian, cash contributions / withdrawals, coordination with other departments (trading, billing, compliance, etc.).

Facilitate the onboarding process for new clients and the maintenance of existing client accounts and records.

Support Investment Counsellors with all on-going sales, service and communication with clients and prospects while ensuring that all reports and documents presented reflect information that is both complete and of the highest quality and are produced within the required timelines.

Collaborate with other team members in joint projects (business development, special events, process improvement, etc.)

Portfolio Management Support

Execute transactions requested by Investment Counsellor

Support Investment Counsellor with the preparation of Investment Policy Statement for clients

Review client statement packages for each reporting cycle

Coordinate and send compliance documents and disclosures

Administration

Record and update client contacts and other related information in the CRM system

Coordinate various administrative tasks and ensure appropriate follow up

Provide general administrative support for the Investment Counsellors

Must have requirements to be successful in this role :

Bachelor’s degree in Business Administration, Commerce or related field

Enrollment or completion of IFIC / CSC is an asset

One (1) to five (5) years of relevant experience in a client service or portfolio administration support function

Previous experience within the financial services industry

General knowledge of the investment industry and financial markets

Exceptional interpersonal skills and customer service

Results-oriented, ability to work under pressure and manage priorities

Strong analytical skills and attention to detail

Ability to work independently but also willing to collaborate as a team

Advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook

Proficiency with Salesforce would be considered an asset

Excellent verbal and written communication in English.