Associate, Private Wealth

Fiera Capital; Montreal; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Wellness Account

Learning & Development support

ESPP

Performance-Based Rewards

Telemedicine Access

Summer Schedule Program

Job summary

Fiera Capital is seeking an Associate to provide high-quality client servicing to private wealth clients and to support portfolio management and business development activities. The role requires coordinating with trading, billing, and compliance teams and maintaining accurate client records within the CRM system.

The ideal candidate has a Bachelor's degree in Business Administration or related field, 1–5 years of client service experience, and fluency in French and English.

Qualifications

• Bachelor’s degree in Business Administration, Commerce or related field.
• IFIC/ CSC is an asset.
• 1–5 years of relevant client service or portfolio administration experience.
• Experience in financial services industry.
• General knowledge of the investment industry and financial markets.
• Excellent verbal and written communication in French and English.

Responsibilities

• Provide very high quality, personalized service to private wealth clients.
• Support portfolio management and investment management activities.
• Assist business development of private Investment Counsellors.
• Record and update client contacts in the CRM system.
• Coordinate administrative tasks and follow ups.

Skills

Interpersonal skills

Customer service

Analytical skills

Attention to detail

Independent work

Team collaboration

MS Word

MS Excel

PowerPoint

Outlook

Education

Bachelor's degree in Business Administration/Commerce or related field

IFIC/CSC certification (asset)

Tools

Salesforce

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 Client Manager, Institutional Markets and Private Wealth, 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 French and English.

Additional Information:

• Our workplace model includes 4 days a week in the office, Monday through Thursday.

#LI-Hybrid

What we offer:

At Fiera Capital, we believe in investing in our people. Here are some of the benefits you can enjoy:

• 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.