Private Wealth Investment Counsellor Position

Elevate your career at Fiera Capital as an Investment Counsellor in Private Wealth, focused on delivering exceptional client experiences. This hybrid role allows for both in-office collaboration and client engagement.
In this role, you will strive to understand client needs, creating tailored investment strategies that utilize Fiera's diverse solutions. Your strong networking and communication skills will be essential in building relationships and driving new client acquisitions. You will report to the Head of Private Wealth Canada.
Key Responsibilities:
• Prioritize client satisfaction and engagement
• Communicate effectively with clients and internal teams
• Foster innovative investment ideas and strategies
• Create business plans to support targeted growth
• Act as a mentor within the Private Wealth organization
Requirements:
• Bachelor’s degree or higher
• Professional designation: Chartered Financial Analyst or Chartered Investment Manager
• At lea...