Fiera Capital
Jobs at Fiera Capital
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Financial Services
Provides personalized service to private wealth clients, supports portfolio management and investment transactions, assists with client onboarding and account maintenance, prepares investment policy statements and reporting packages, coordinates compliance documentation, maintains CRM records, and supports Investment Counsellors with client communications, business development, and administrative tasks.
Financial Services
The Investment Counsellor manages client relationships, develops investment strategies, and drives business growth through client engagement and market insights.
