Associate, Private Wealth

Fiera Capital; Montreal (administrative region); Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Wellness account

ESPP with employer matching

Learning & Development reimbursement

Performance-based rewards

Telemedicine

Summer schedule

Job summary

Fiera Capital in Montreal, QC, seeks an Associate to deliver high-quality service to private wealth clients, support portfolio management activities, and assist with business development of private Investment Counsellors.

You will onboard new clients, coordinate with trading, billing, and compliance, maintain CRM records, and prepare investment policy statements while supporting Investment Counsellors with client communications.

Qualifications

• Bachelor's degree in Business Administration, Commerce or related field.
• 1–5 years of relevant client service or portfolio administration experience.
• General knowledge of the investment industry and financial markets.
• Excellent verbal and written communication in French and English.
• Advanced knowledge of Word, Excel, PowerPoint and Outlook.
• Proficiency with Salesforce is an asset.

Responsibilities

• Provide high-quality client servicing and reports for private wealth clients.
• Support Investment Counsellors with sales, service and client communications.
• Assist onboarding of new clients and maintenance of accounts and records.
• Coordinate administrative tasks and CRM updates; liaise with trading, billing, compliance.
• Prepare Investment Policy Statements and review client statement packages.

Education

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

Tools

Salesforce

Job description

Who We AreFiera 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 SupportCultivate 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 SupportExecute transactions requested by Investment CounsellorSupport Investment Counsellor with the preparation of Investment Policy Statement for clientsReview client statement packages for each reporting cycleCoordinate and send compliance documents and disclosuresAdministrationRecord and update client contacts and other related information in the CRM systemCoordinate various administrative tasks and ensure appropriate follow upProvide general administrative support for the Investment CounsellorsMust 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-HybridWhat 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 monthFor 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.