Join Fiera Capital as an Associate in Private Wealth, where you will provide high-quality client support and enhance our portfolio management services. This hybrid position encourages robust interpersonal skills and meticulous attention to detail. In this role, you will assist the Senior Investment Counsellor in delivering tailored service to our private wealth clients.

You will play a vital role in maintaining client relationships, executing transactions, and contributing to business development initiatives within the private wealth team. Effective collaboration and communication are key here. Key Responsibilities:

- Build strong client relationships and provide account information
- Support onboarding and maintenance of client accounts




- Execute transactions and assist with Investment Policy Statements
- Review statements for compliance and accuracy
- Coordinate administrative tasks and provide support for counsellors Requirements:
- Bachelor’s degree in Business or related field
- 1-5 years experience in financial service roles
- Strong knowledge of investment practices
- Excellent communication and analytical abilities
- Proficient in Microsoft Office suite Contribute to Fiera Capital’s success by excelling in a supportive role that values client service.

📌 Associate Role in Private Wealth Management (Montreal)
🏢 Fiera Capital
📍 Montreal