Private Wealth Associate: Client & Portfolio Support Montreal

Private Wealth Associate: Client & Portfolio Support Montreal

16 Oct
|
Fiera Capital
|
Montreal

16 Oct

Fiera Capital

Montreal

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.

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

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