Senior Investment Counsellor in Private Wealth (Montreal)

Senior Investment Counsellor in Private Wealth (Montreal)

11 Aug
|
TAL Life
|
Montreal

11 Aug

TAL Life

Montreal

Fiera Capital is seeking a Senior Investment Counsellor in Private Wealth, specializing in exceptional client service and proactive business growth strategies in a hybrid setting. You will be instrumental in enhancing the firm’s client engagement by delivering customized investment solutions that align with their unique goals. With your extensive experience, you will lead relationship-building efforts and provide insights into market trends, ensuring client satisfaction and retention.

A key focus will be on promoting Fiera’s values and industry reputation. Key Responsibilities:

- Build lasting relationships with clients and stakeholders
- Prioritize high-level client satisfaction and engagement
- Develop and implement creative investment strategies




- Exhibit leadership in mentoring and team collaboration
- Foster strong networking connections throughout the industry Requirements:
- Post-secondary education and relevant financial designations
- Minimum of 10 years as an Investment Counsellor
- Recognizable market prominence and results-focused
- Licensed with applicable provincial authorities
- Fluency in French and English for Quebec candidates Lead client investment success with a strategic and innovative mindset at Fiera Capital.

📌 Senior Investment Counsellor in Private Wealth (Montreal)
🏢 TAL Life
📍 Montreal

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