Senior Private Wealth Associate (12-month contract)

Fiera Capital(1 month ago)

HybridFull TimeMedior$86,400 - $108,000Private Wealth

About this role

An Associate role within Fiera Capital's Private Wealth team on a 12-month contract with potential for permanency. The position supports the firm's investment counsellors and contributes to delivering a high-quality client experience within a hybrid work environment. It is focused on private wealth services and client-facing investment administration.

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Required Skills

Client Servicing
Portfolio Support
Account Management
Onboarding
CRM
Microsoft Excel
Reporting
Compliance
Communication
Analytical Skills

Qualifications

Bachelor's Degree
IFIC (Enrolment or Completion)
CSC (Enrolment or Completion)

About Fiera Capital

fieracapital.com

Fiera Capital Corporation is an independent asset management firm with a growing global presence and approximately C$158.9 billion in AUM as at June 30, 2024. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients.

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