Associate Private Wealth

3 weeks ago

Toronto, Canada Fiera Capital Corporation Full time

At Fiera Capital

We 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 and contributing to the administration and 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.

Your responsibilities:

Client Servicing Support

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.)

Portfolio Management Support

Execute transactions requested by Investment Counsellor

Support Investment Counsellor with the preparation of Investment Policy Statement for clients

Review client statement packages for each reporting cycle

Coordinate and send compliance documents and disclosures

Administration

Record and update client contacts and other related information in the CRM system

Coordinate various administrative tasks and ensure appropriate follow up

Provide general administrative support for the Investment Counsellors

Must have requirements to be successful in this role :

Bachelor’s degree in Business Administration, Commerce or related field

Enrollment or completion of IFIC/ CSC is an asset

One (1) to five (5) years of relevant experience in a client service or portfolio administration support function

Previous experience within the financial services industry

General knowledge of the investment industry and financial markets

Exceptional interpersonal skills and customer service

Results-oriented, ability to work under pressure and manage priorities

Strong analytical skills and attention to detail

Ability to work independently but also willing to collaborate as a team

Advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook

Proficiency with Salesforce would be considered an asset

Excellent verbal and written communication in English.

  • Asset Management Associate

    1 day ago

    Toronto, ON, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.Our customized services include sophisticated financial planning and tax strategies,...

  • Asset Management Associate

    2 days ago

    Toronto, ON, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.Our customized services include sophisticated financial planning and tax strategies,...

  • Asset Management Associate

    2 days ago

    Toronto, ON, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives. Our customized services include sophisticated financial planning and tax...

  • Associate (12 month contract)

    2 days ago

    Toronto, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    2 days ago

    Toronto, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    1 day ago

    Toronto, ON, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    2 days ago

    Toronto, ON, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    2 days ago

    Toronto, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    14 hours ago

    toronto, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    2 days ago

    Toronto, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    22 hours ago

    toronto, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    20 hours ago

    Toronto, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    2 days ago

    Toronto, ON, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by...

  • Associate (12 month contract)

    7 days ago

    Toronto, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients. As a multi-family office, we offer a comprehensive suite

  • Investment Counsellor, Private Wealth

    22 hours ago

    Toronto, Canada Manulife Full time

    Job Description Manulife Private Wealth (“MPW”) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients’ financial planning for the future. For more information, please visit the...

  • Investment Counsellor, Private Wealth

    22 hours ago

    Toronto, Canada Company 116 - Manulife Investment Management Limited Full time

    Description Manulife Private Wealth (“MPW”) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients’ financial planning for the future. For more information, please visit the Manulife...

  • Credit Manager, Private Wealth Management Lending

    4 weeks ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Investment Counsellor, Private Wealth

    17 hours ago

    Old Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Investment Counsellor, Private Wealth

    1 hour ago

    Toronto, ON, Canada Manulife Insurance Malaysia Full time

    Investment Counsellor, Private Wealth page is loaded Investment Counsellor, Private Wealth Postuler locations Toronto, siège social mondial (250 Bloor) Ontario - Travail à domicile time type Temps plein posted on Publié hier job requisition id JR22092102 Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de...

  • Investment Counsellor, Private Wealth

    20 hours ago

    Old Toronto, Canada Manulife Insurance Malaysia Full time

    Investment Counsellor, Private Wealth page is loaded Investment Counsellor, Private Wealth Postuler locations Toronto, siège social mondial (250 Bloor) Ontario - Travail à domicile time type Temps plein posted on Publié hier job requisition id JR22092102 Nous sommes un fournisseur de services...