Investment Counsellor, Private Wealth

Fiera Capital•Calgary, AB

9d•Hybrid

About The Position

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.

Requirements

Post-secondary education
Professional designation: Chartered Financial Analyst, and/or Chartered Investment Manager
10 years + Investment Counsellor experience, strong marketplace prominence and strong performance are more critical than years of experience
Licensed with respective provincial body
Proficiency in French, both spoken and written, is mandatory (for positions in Quebec)
Working English proficiency is also required

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, collaborating with internal partners (COI, Investments teams) to bring the right information to our clients.
Operates with high integrity with an entrepreneurial spirit.
Adopts rigorous approach that is consistent with Fiera Private Wealth practices and pays attention to details when carrying out work.
Acts as a leader, strong culture promoted and mentor throughout the Private Wealth business and organization.
Strong promoter of Fiera’s values and Private Wealth’s vision and strategy.
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.