Portfolio Manager Wealth Management jobs

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 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.

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.

Additional Information:

• Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
  
  

#LI-Hybrid

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.

Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant’s accessibility needs due to disability.

Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.

Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.

We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.