Associate, Private Wealth

Fiera Capital; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Wellness Account

Learning & Development

Employee Share Purchase Plan (ESPP)

Performance-Based Rewards

Telemedicine Access

Summer Schedule Program

Job summary

Fiera Capital, a global asset manager, seeks an Associate to provide high-quality client service and support portfolio management for private wealth clients in a hybrid Calgary setting.

You will coordinate with Investment Counsellors, manage client records, prepare reports, and assist business development while collaborating with trading, billing, compliance, and operations teams.

Qualifications

• Bachelor’s degree in business administration, Commerce or related field.
• IFIC/CSC enrollment a plus.
• 1–5 years in client service or portfolio administration support.
• Experience in financial services industry helpful.
• Strong analytical skills and attention to detail.

Responsibilities

• Provide high-quality, personalized service to private wealth clients.
• Assist portfolio management and investment activities as needed.
• Support business development of private Investment Counsellors.
• Maintain CRM records and client communications.
• Coordinate with other departments for reports and disclosures.

Skills

Client service

Communication

CRM systems

Microsoft Excel

Salesforce

Report preparation

Education

Bachelor’s degree in business administration or related field

Tools

Salesforce

CRM systems

Microsoft Excel

Word

PowerPoint

Outlook

Job description

Who We Are

Fiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting value for our clients. From our Canadian roots to a global firm, we are defined by deep investment expertise, an ownership mindset, and enduring client partnerships.

Our actions are guided by our core values: we lead with integrity, think critically, act decisively, innovate with purpose, collaborate with intent, and adapt with agility.

We are committed to building a purpose-driven, performance-oriented culture where our employees are supported to grow, contribute, and excel.

What we are looking for:

Under the supervision of the Senior Investment Counsellor and Head of Private Wealth Western Canada, 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.

Additional Information:

• Fiera Capital adheres to a hybrid working environment with 3 days in-office per week

What we offer:

• Wellness Account to support your physical, mental, and financial well-being.
• Learning & Development support through reimbursement of eligible certifications and professional development programs.
• Employee Share Purchase Plan (ESPP) with employer matching to help you build long-term financial value.
• Performance-Based Rewards through competitive bonus and commission opportunities.
• Telemedicine Access for convenient healthcare and mental health support.
• Summer Schedule Program offering additional flexibility, including reduced Friday hours during the summer month

For roles based in Quebec (Montreal and Laval), proficiency in spoken and written French is required. A working knowledge of English is also necessary to collaborate with our global teams and clients.

At Fiera Capital, we believe our people are our greatest strength. We are committed to fostering an inclusive and equitable workplace where everyone can grow, contribute, and reach their full potential. We are proud to be an equal opportunity employer and welcome applications from candidates of all backgrounds. We do not tolerate any form of discrimination or harassment.

All employment decisions, including hiring and promotions, are based on merit, skills, performance, and business needs. Accommodations are available upon request throughout the recruitment process.

To protect your information, please note that Fiera Capital uses a secure platform to collect sensitive information during the hiring process.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.