Senior Private Wealth Associate
2 days ago
At Fiera CapitalWe invest in creating a culture of purpose that makes our people 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.What we are looking for:Under the supervision of the Senior Investment Counsellor, the Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supporting portfolio management and investment management activities as well as the business development of private Investment Counsellors. As a member of the private wealth service team, the incumbent will also be asked to assist other team members in their tasks.: 12-month contract with a possibility of permanency.Your responsibilities:Cultivate strong relationships with clients becoming the “go to” person for account specific information, which can include portfolio investment performance, providing reports and clarifications to client’s accountant and custodian, cash contributions/withdrawals, coordination with other departments (trading, billing, compliance, etc.).Facilitate the onboarding process for new clients and the maintenance of existing client accounts and records.Support Investment Counsellors with all on-going sales, service and communication with clients and prospects while ensuring that all reports and documents presented reflect information that is both complete and of the highest quality and are produced within the required timelines.Collaborate with other team members in joint projects (business development, special events, process improvement, etc.)Execute transactions requested by Investment CounsellorSupport Investment Counsellor with the preparation of Investment Policy Statement for clientsReview client statement packages for each reporting cycleCoordinate and send compliance documents and disclosuresRecord and update client contacts and other related information in the CRM systemCoordinate various administrative tasks and ensure appropriate follow upProvide general administrative support for the Investment CounsellorsMust have requirements to be successful in this role:Bachelor’s degree in Business Administration, Commerce or related fieldEnrollment or completion of IFIC/ CSC is an assetOne (1) to five (5) years of relevant experience in a client service or portfolio administration support functionPrevious experience within the financial services industryGeneral knowledge of the investment industry and financial marketsExceptional interpersonal skills and customer serviceResults-oriented, ability to work under pressure and manage prioritiesStrong analytical skills and attention to detailAbility to work independently but also willing to collaborate as a teamAdvanced knowledge of Microsoft Word, Excel, PowerPoint, and OutlookProficiency with Salesforce would be considered an assetExcellent verbal and written communication in English.
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Chief of Staff, Private Wealth
5 days ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Senior Wealth Planning Associate
3 weeks ago
Toronto, Canada Nicola Wealth Full timeSenior Wealth Planning Associate (Toronto) About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....
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Senior Wealth Planning Associate
3 weeks ago
Toronto, Canada Nicola Wealth Full timeSenior Wealth Planning Associate (Toronto) About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....
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Associate
2 weeks ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Associate** **Location**:This position will be based out of our Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor...
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Chief of Staff, Private Wealth
11 hours ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Senior Wealth Planning Associate
3 weeks ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeSenior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....
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Senior Wealth Planning Associate
3 weeks ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeSenior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....
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Wealth Planning Associate
3 weeks ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Advisor
2 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola Wealth Join to apply for the Wealth Advisor role at Nicola Wealth Get AI-powered advice on this job and more exclusive features. About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional...
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Wealth Planning Associate
3 weeks ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
