Senior Private Wealth Investment Counsellor – Hybrid in Calgary

Senior Private Wealth Investment Counsellor – Hybrid in Calgary

Calgary Full-Time 135000 - 165000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Deliver exceptional client experiences and design multi-asset strategies for clients.
  • Company: Fiera Capital, a leader in ethical investing with a commitment to inclusivity.
  • Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Opportunity to lead initiatives and expand revenue in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact in private wealth management.
  • Qualifications: Experience in investment counselling and strong relationship-building skills.

The predicted salary is between 135000 - 165000 $ per year.

Fiera Capital in Canada seeks an Investment Counsellor to deliver exceptional client experience for assigned clients and grow the business by attracting new relationships.

You’ll collaborate with internal partners to design and recommend multi-asset strategies aligned with client goals.

You will report to the Head of Private Wealth Canada, cultivate strong client networks, and lead initiatives to expand revenue while upholding Fiera’s values and commitment to inclusive, ethical investing.

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Senior Private Wealth Investment Counsellor – Hybrid in Calgary employer: TAL Life LTD

Fiera Capital is an exceptional employer that prioritizes a collaborative and inclusive work culture, making it an ideal place for Senior Private Wealth Investment Counsellors to thrive. With a strong commitment to employee growth, you will have access to ongoing professional development opportunities while working in a hybrid environment that promotes work-life balance. Located in Canada, Fiera Capital offers a unique chance to engage with diverse clients and contribute to ethical investing practices, ensuring your work is both meaningful and rewarding.

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Contact Details:

TAL Life LTD Recruitment Team

We think you need these skills to ace Senior Private Wealth Investment Counsellor – Hybrid in Calgary

Client Relationship Management
Investment Strategy Development
Multi-Asset Investment Knowledge
Business Development
Collaboration Skills
Revenue Growth Initiatives
Ethical Investing Principles