Private Wealth Associate: Client Services & Portfolio Support (Montreal)

Private Wealth Associate: Client Services & Portfolio Support (Montreal)

12 Oct
|
Fiera Capital
|
Montreal

12 Oct

Fiera Capital

Montreal

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

📌 Private Wealth Associate: Client Services & Portfolio Support (Montreal)
🏢 Fiera Capital
📍 Montreal

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