At a Glance
- Tasks: Support Private Wealth teams by delivering top-notch client service and assisting with portfolio management.
- Company: Fiera Capital Corporation, a leading firm in Montreal focused on private wealth management.
- Benefits: Competitive salary, professional development opportunities, and a collaborative work environment.
- Other info: Exciting career growth potential in the financial services industry.
- Why this job: Join a dynamic team and make a real difference in client investment experiences.
- Qualifications: Strong client service skills and a passion for finance are essential.
The predicted salary is between 71325 - 87175 $ per year.
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.
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Private Wealth Associate: Client & Portfolio Support in Montréal employer: Fiera Capital Corporation
Fiera Capital is an exceptional employer that fosters a dynamic and entrepreneurial culture, providing employees with ample opportunities for growth and development. With a strong commitment to employee well-being, the company offers a comprehensive wellness account, learning support for professional certifications, and a performance-based rewards system. Located in Montreal, Fiera Capital promotes a collaborative work environment where team members are encouraged to innovate and excel, making it an ideal place for those seeking meaningful and rewarding careers in the financial sector.
