Vice President and Investment Counsellor, Private Wealth, Montreal
Fiera Capital
Montreal, QC
9d ago

With close to 750 employees, Fiera Capital Corporation, a leading independent asset management firm, is rapidly acquiring a global presence and reputation.

With $139 billion in assets under management (In Canadian dollars, as of June 30th, 2018), the firm offers institutional, private wealth and retail markets full-

service, integrated portfolio-management solutions that span a broad array of traditional and alternative asset classes.

Headquartered in Montreal, Fiera Capital also has offices in Toronto, Calgary, Vancouver and Halifax, as well as New York, Boston, Los Angeles and Dayton (Ohio) in the United States, London in the United Kingdom, Isle of Man and Frankfurt, Germany.

Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange.

POSITION SUMMARY :

Under the supervision of the Senior Vice President, Private Porfolio Manager, Private Wealth, the Vice President, Investment Counsellor will leverage his / her professional reputation and active community engagement efforts to develop new business opportunities and maintain existing relationships with high net worth clients.

In this role, the incombent will develop new business relationships, manage existing client relationships by creating the proper investment policy and managing the implementation of their discretionary investment portfolios and by counselling these individuals on wealth management issues.

MAIN RESPONSIBILITIES

As part of your duties, you will have the following responsibilities :

  • Develop a comprehensive business development plan in identifying new business leads through referrals from centres of influence in the business community and personal relationships;
  • Collaborate with other team members in the development and implementation of proactive business building strategies;
  • Assist clients by helping them establish investment objectives, investment policy and design a customized investment implementation strategy designed to suit their lifestyle objectives;
  • Effectively communicate the firm’s investment strategy and investment results in investment portfolio reviews;
  • Keep abreast of financial market developments, investment industry trends and issues;
  • Develop close relationships with clients by providing superior, proactive service;
  • Counsel clients on wealth management issues and provide referrals to wealth management partners in the firm.

    EDUCATION / ACCREDITATION :

  • Bachelor’s degree in Business Administration, Commerce or related field;
  • CFA or CIM designation, highly valued.
  • SPECIALIZED SKILLS AND EXPERIENCE

  • Seasonned professional with 8 years of relevant experience in Private Banking, Wealth Management, or Portfolio Management;
  • Strong networking skills with established relationships in the market;
  • Expert knowledge of the investment industry and financial markets;
  • Previous experience with and in-depth product knowledge of non-traditional investment products, an asset;
  • Exemplary interpersonal skills;
  • Must be a self-starter, goal and achievement driven;
  • Excellent industry reputation based on credibility, integrity and a strong work ethic;
  • Versatility, team spirit and high energy level;
  • Ability to demonstrate initiative and accept personal accountability.

    Fiera Capital is an equal opportunity employer. Our people are the most valuable asset we have and it is our mission to build an inclusive environment that acknowledges everyone's opinion.

    Fiera Capital will not tolerate discrimination or harassment. All aspects of employment including the decision to hire or promote, will be based on merit, competence, performance, and business needs.

    We welcome applications from qualified individuals from all backgrounds.

    Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-

    mail a request to talent fieracapital.com

    We thank all applicants for showing an interest in a career with Fiera Capital. Only those selected for an interview will be contacted.

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