Investment Counsellor, Private Wealth Expert
1 month ago
Fiera Capital Corporation is seeking a highly skilled Investment Counsellor to join our Private Wealth team. As a key member of our team, you will be responsible for providing exceptional client service and growing our business by attracting new clients.
Key Responsibilities- Build and nurture strong client relationships, focusing on their unique needs and providing tailored investment solutions.
- Develop and implement creative investment strategies to achieve client goals, leveraging Fiera's multi-asset solutions.
- Communicate effectively with clients, internal partners, and stakeholders to deliver exceptional service and drive business growth.
- Stay up-to-date with market trends and thought leadership, providing valuable insights to clients and internal teams.
- Collaborate with colleagues to foster a culture of purpose, inclusivity, and growth, aligning with Fiera's values and vision.
- Post-secondary education and professional designation (CFA or CIM).
- 10+ years of Investment Counsellor experience, with a strong track record of success and marketplace prominence.
- Licensed as a Registered Representative with the respective provincial body.
Fiera Capital Corporation is a leading investment management company dedicated to creating a culture of purpose and growth. We offer a competitive compensation and benefits package, as well as opportunities for professional development and advancement.
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a skilled Investment Analyst to join our Private Wealth Investment Management Group. As an Investment Analyst, you will play a critical role in providing investment research, due diligence support, and portfolio construction expertise to our Private Wealth clients.Key ResponsibilitiesBuild and maintain...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a skilled Investment Analyst to join our Private Wealth Investment Management Group. As a key member of our team, you will be responsible for providing investment research, due diligence support, and portfolio construction oversight to our Private Wealth clients.Key ResponsibilitiesBuild and maintain expert-level...
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Investment Advisor
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