Investment Counselor

7 days ago

Toronto, Ontario, Canada Fiera Capital Corporation Full time

About Fiera Capital Corporation

We are a leading investment management company that provides a unique culture of purpose, making our employees feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:

  • Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
  • Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
  • Your Rewards & Recognition: We deeply value our people and their contributions and that's reflected in our competitive compensation and benefits packages and our collaborative culture.
  • Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees' wellbeing.

About the Role

The Investment Counselor role is primarily focused on providing an exceptional client experience to their assigned clients at Fiera Capital Corporation and growing the business by attracting new clients. Strong client relationships will focus on understanding each client's unique needs, collaborating internally to develop/recommend investment strategies designed to achieve client's goals with Fiera's customized multi-asset solutions across traditional and alternative asset classes. This role reports to the Senior Investment Counselor, Private Wealth, Canada.

Your Responsibilities

  • Client Relationship Building: Has an excellent reputation with clients, effectively building and nurturing the relationship. Places a high priority on client engagement and satisfaction by focusing on their needs, is actively interested in their needs, provides them, and their family, exceptional client service;
  • Communication Skills: Communicating skillfully: Strong written and verbal communication skills, strong listening skills and presents ideas clearly to keep interest of audience;
  • Generating Ideas: Generates and fosters the adoption of creative/innovative ideas. (ie develops innovative solutions that create value for clients, identifies trends that are shaping client needs and creates opportunities to capitalize on those trends);
  • Market Prominence: Well known and prominent in the market with strong networking skills;
  • Results Focus: Highly results focused self-starter who concentrates efforts on reaching or surpassing expectations and adopts strategies that contributes to improved results;
  • Business Planning: Develops a business plan that highlights ambitious objectives for growth, business leads, Centres of Influence in the business community and key results, activities to support achieving targeted objectives;
  • Adaptability: Adapts to unforeseen situations and changes by modifying behavior according to the new requirements of internal and external environment;
  • Financial Acumen: Demonstrates strong financial acumen, market awareness and expertise of the investment industry and financial markets;
  • Market Expertise: On top of latest trends and thought leadership in the market, sought after for insights;
  • Professional Development: Curious, ongoing development and thorough professional development;
  • Client Communication: Effectively communicates Fiera's service offering and strategies in alignment with clients needs, collaborating with internal partners (COI, Investments teams) to bring the right information to our clients;
  • Integrity: Operates with high integrity with an entrepreneurial spirit;
  • Attention to Detail: Adopts rigorous approach that is consistent with Fiera Private Wealth practices and pays attention to details when carrying out work;
  • Leadership: Acts as a leader, strong culture promoted and mentor throughout the Private Wealth business and organization. Strong promoter of Fiera's values and Private Wealth's vision and strategy;
  • Strategic Alignment: Aligns to strategic objectives, rolls up sleeves to participate and lead projects;
  • Team Collaboration: Collaborative team member and leader, actively participates in work of Fiera Private Wealth (ie creating marketing brochures, bring leads for national relationships) thereby fostering common objectives.

Requirements to be Successful in this Role

  • Education: Post-secondary education;
  • Professional Designation: Professional designation: Chartered Financial Analyst, and/or Chartered Investment Manager;
  • Experience: 10 years + Investment Counsellor experience, strong marketplace prominence and strong performance are more critical than years of experience;
  • Licensing: Licensed as or eligible to become licensed as a Registered Representative with respective provincial body.

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