Private Wealth Associate: Client & Portfolio Support

Fiera Capital Corporation; Montreal (administrative region); On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Wellness Account

Learning & Development reimbursement

Employee Share Purchase Plan (ESPP)

Performance-Based rewards

Telemedicine access

Summer schedule program

Job summary

Fiera Capital Corporation in Montreal, QC, is seeking a client-focused Associate to support Private Wealth and Institutional Markets teams. You will deliver high-quality service, assist portfolio management activities, and contribute to business development for private Investment Counsellors.

The role involves client servicing, onboarding, preparing reports, coordinating with trading, billing, compliance, and maintaining CRM records.

Qualifications

• Bachelor's degree in Business Administration, Commerce or related field.
• IFIC/CSC is an asset.
• 1–5 years of client service or portfolio administration experience.
• Experience in financial services and knowledge of markets.

Responsibilities

• Provide high-quality service to private wealth clients and support portfolio management activities.
• Assist with onboarding and maintenance of client accounts and records.
• Support Investment Counsellors with sales, service, and client communications; ensure reports are complete and timely.
• Collaborate on business development, events, and process improvements.
• Coordinate administrative tasks and CRM maintenance.

Skills

Client service

Portfolio administration

Interpersonal skills

Attention to detail

Bilingual English/French

Analytical skills

Independent yet collaborative

Communication (oral/written)

Education

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

IFIC/CSC (asset)

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Salesforce (asset)

Job description

Fiera Capital Corporation in Montreal, QC, is seeking a client-focused Associate to support Private Wealth and Institutional Markets teams. You will deliver high-quality service, assist portfolio management activities, and contribute to business development for private Investment Counsellors.

The role involves client servicing, onboarding, preparing reports, coordinating with trading, billing, compliance, and maintaining CRM records.