Investment Counsellor - Wealth Management

Position: Investment Counsellor - Wealth Management Role
Join Fiera Capital as an Investment Counsellor in Private Wealth and deliver outstanding client service. Experience a hybrid work environment while cultivating new business and enhancing client engagement.

In this role, you will develop and implement tailored investment strategies that align with each client's unique goals. Your ability to foster strong relationships and generate innovative solutions will drive business growth. As a self-starter with significant market knowledge, you'll adapt promptly to evolving client needs, ensuring lasting client satisfaction.

Key Responsibilities:

• Foster client relationships and maintain their trust

• Enhance client experiences through effective communication

• Generate solutions based on market trends

• Lead the development of your business plan

• Actively participate in team activities to generate leads

Requirements:

• Chartered Financial Analyst or Chartered Investment Manager designation

• Minimum 10 years of investment counselling experience

• Licensed in the relevant province

• Bilingual proficiency for Quebec positions

• Track record of high performance in the field

Bring your expertise and leadership to Fiera’s mission of investment excellence in Private Wealth.
#J-18808-Ljbffr