Investment Counsellor, Private Wealth
At Fiera CapitalWe 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:The Investment Counsellor role is primarily focused on providing an exceptional client experience to their assigned clients at Fiera Capital and growing the business by attracting new clients. Strong client relationships will focus on understanding each client’s unique needs, collaborating internally to develop /recommend investment strategies designed to achieve client’s goals with Fiera’s customized multi-asset solutions across traditional and alternative asset classes. This role reports to the Head of Private Wealth Canada and Senior Investment CounsellorYour responsibilities:Has an excellent reputation with clients, effectively building and nurturing the relationship. Places a high priority on client engagement and satisfaction by focusing on their needs, is actively interested in their needs, provides them, and their family, exceptional client service;Communicating skillfully: Strong written and verbal communication skills, strong listening skills and presents ideas clearly to keep interest of audience;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);Well known and prominent in the market with strong networking skills;Highly results focused self-starter who concentrates efforts on reaching or surpassing expectations and adopts strategies that contributes to improved results;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;Adapts to unforeseen situations and changes by modifying behavior according to the new requirements of internal and external environment;Demonstrates strong financial acumen, market awareness and expertise of the investment industry and financial markets;On top of latest trends and thought leadership in the market, sought after for insights;Curious, ongoing development and thorough professional development;Effectively communicates Fiera’s service offering and strategies in alignment with clients needs...
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