Senior Private Wealth Investment Counsellor - Hybrid

TAL Life LTD; Calgary; Hybride; CAD 120 000 - 180 000; Plein temps

Résumé du poste

Fiera Capital in Canada seeks an Investment Counsellor to deliver exceptional client experience for assigned clients and grow the business by attracting new relationships. You’ll collaborate with internal partners to design and recommend multi-asset strategies aligned with client goals.

You will report to the Head of Private Wealth Canada, cultivate strong client networks, and lead initiatives to expand revenue while upholding Fiera’s values and commitment to inclusive, ethical investing.

Qualifications

• Post-secondary education; CFA and/or CIM designation.
• 10+ years Investment Counsellor experience with strong market prominence.
• Licensed with the respective provincial body.

Responsabilités

• Build and nurture client relationships, prioritizing engagement and satisfaction.
• Communicate effectively with clients and internal partners to deliver value.
• Develop and share innovative investment ideas aligned with client goals.
• Lead projects, set ambitious growth objectives, and mentor others.

Connaissances

Client relationship management

Communication skills

Listening skills

Networking skills

Leadership/mentoring

Formation

CFA

Chartered Investment Manager

Description du poste

Fiera Capital in Canada seeks an Investment Counsellor to deliver exceptional client experience for assigned clients and grow the business by attracting new relationships. You’ll collaborate with internal partners to design and recommend multi-asset strategies aligned with client goals.

You will report to the Head of Private Wealth Canada, cultivate strong client networks, and lead initiatives to expand revenue while upholding Fiera’s values and commitment to inclusive, ethical investing.