Fieracapital

Investment Counsellor, Private Wealth

Montreal

Sponsorship not specifiedDetected 30 days ago

AccessibilityLeadershipCommunicationCFA

About the role

Has an excellent reputation with clients, effectively building and nurturing the relationship.
Generates and fosters the adoption of creative/innovative ideas. (i.e. develops innovative solutions that create value for clients, identifies trends that are shaping client needs and creates opportunities to capitalize on those trends);
Develops a business plan that highlights ambitious objectives for growth, business leads, Centres of Influence in the business community and key results, activities to support achieving targeted objectives;
Effectively communicates Fiera's service offering and strategies in alignment with clients needs, collaborating with internal partners (COI, Investments teams) to bring the right information to our clients;
Aligns to strategic objectives, rolls up sleeves to participate and lead projects;
Collaborative team member and leader, actively participates in work of Fiera Private Wealth (i.e. creating marketing brochures, bring leads for national relationships) thereby fostering common objectives.

10 years + Investment Counsellor experience, strong marketplace prominence and strong performance are more critical than years of experience;
For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory.
Working English proficiency is also required in order to serve our offices and clients around the world.
If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.
Must have requirements to be successful in this role:

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs.

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.

We strive to create a healthy work environment and we offer programs designed to support our employees' wellbeing.
Operates with high integrity with an entrepreneurial spirit;
Strong promoter of Fiera's values and Private Wealth's vision and strategy;
Post-secondary education;

We are committed to cultivating an inclusive, safe, and trusting work environment.
We are pleased to receive applications from qualified individuals from a variety of backgrounds.

This listing is sourced directly from Fieracapital's careers page and normalized into a canonical job model.