Investment Counsellor at Fiera Capital
Fiera Capital • calgary, Canada
Role Description
Elevate your career as an Investment Counsellor at Fiera Capital, focusing on exceptional client experiences while growing your clientele. Foster relationships and implement customized investment strategies tailored to client goals.
In this senior role, you will report to the Head of Private Wealth Canada. Your responsibilities will include engaging clients skillfully, showcasing strong communication, and demonstrating financial acumen. This position thrives on developing innovative solutions that address client needs and market trends, all while cultivating networks and leveraging internal collaborations.
Key Responsibilities:
• Prioritize client engagement and satisfaction consistently
• Communicate ideas effectively with strong verbal skills
• Generate and foster innovative solutions for client value
• Maintain a prominent marketplace reputation and network
• Develop a comprehensive business plan for growth
Requirements:
• Post-secondary education in finan...
In this senior role, you will report to the Head of Private Wealth Canada. Your responsibilities will include engaging clients skillfully, showcasing strong communication, and demonstrating financial acumen. This position thrives on developing innovative solutions that address client needs and market trends, all while cultivating networks and leveraging internal collaborations.
Key Responsibilities:
• Prioritize client engagement and satisfaction consistently
• Communicate ideas effectively with strong verbal skills
• Generate and foster innovative solutions for client value
• Maintain a prominent marketplace reputation and network
• Develop a comprehensive business plan for growth
Requirements:
• Post-secondary education in finan...