Montréal Qc Trust officer, private wealth Jobs – 126 Openings This Week

Associate, Private Wealth
Fiera Capital —Montréal, QC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Investment Counsellor, Private Wealth
Fiera Capital —Montréal, QC
- Full-time
- Hybrid work
- English
- Computer networking
- Communication skills
Trust Officer, Private Wealth
BMO Financial Group —Montréal, QC
- $69,000–$129,000 a year
- Full-time
- Bilingual
- English
- Finance
- Tuition reimbursement
- Life insurance
Private Banker
BMO Financial Group —Montréal, QC
- $56,000–$103,500 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
Mortgage Officer, Montreal - Home Trust
Fairstone —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- English
- Administrative experience
- Dental care
Bilingual Account Officer
Aviso Wealth —Montréal, QC
- $55,000–$65,000 a year
- Full-time
- Hybrid work
- Bilingual
- Customer service
- English
- Dental care
Quick apply
12d
Private Banker, Private Wealth
BMO Financial Group —Montréal, QC
- $69,000–$129,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
14d
Administration Associate, Wealth Management, Nesbitt Burns
BMO Financial Group —Brossard, QC
- $35,900–$66,300 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Mortgage Specialist - Estrie & South Shore
Scotiabank —Candiac, QC
- Sales
- English
- Communication skills
- Dental care
Commercial Lending Specialist - Private Banking
BMO Financial Group —Montréal, QC
- $69,000–$129,000 a year
- Full-time
- Bilingual
- English
- Analysis skills
- Tuition reimbursement
- Life insurance
Financial Advisor - Boucherville, QC (12-month contract)
Scotiabank —Boucherville, QC
- Contract
- Sales
- English
- Finance
11d
Analyst, Global Performance Measurement
Fiera Capital —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
Mortgage Specialist - Laval & North Shore
Scotiabank —Laval, QC
- Sales
- English
- Communication skills
- Dental care
Sr. Development Manager/Responsable senior du développement
FirstLight Energy —Montréal, QC
- $140,000–$160,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Wellness program
- Designated paid holidays
Quick apply
Bookkeeper (Part-time)
Rosen Group Private Wealth Management —Pointe-Claire, QC
- $30–$40 an hour
- Part-time
- Accounting
- QuickBooks
- In-person
- Disability insurance
- Dental care
Quick apply
Mortgage Specialist - Montreal West & West Island
Scotiabank —Montréal, QC
- Sales
- English
- Communication skills
- Dental care
Financial Advisor - Quartier Dix30, Brossard, QC
Scotiabank —Brossard, QC
- Sales
- English
- Finance
11d
Virtual Investment & Personal Banking Specialist
Scotiabank —Montréal, QC
- Monday to Friday
- Remote
- Bilingual
- Sales
- English
Strategy Specialist, Total Portfolio Solutions
Fiera Capital —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- English
- Finance
6d
Private Banking Officer, Sales, Private Wealth
BMO Financial Group —Montréal, QC
- $38,500–$71,000 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance

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trust officer, private wealth jobs near montréal qc

Associate, Private Wealth

Fiera Capital -
Montréal, QC

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Job details

Full-time

Qualifications

Microsoft Powerpoint
Microsoft Word
French
Investment
Microsoft Excel
Microsoft Outlook
Customer service
Salesforce
English
Analysis skills
Bachelor's
Financial services
CSC
Business
Communication skills

Full job description

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.

Apply Now

Refine Your Search

trust officer, private wealth jobs in montréal qc

Associate, Private Wealth

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Bilingual Account Officer

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Financial Advisor - Boucherville, QC (12-month contract)

Analyst, Global Performance Measurement

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Sr. Development Manager/Responsable senior du développement

Bookkeeper (Part-time)

Mortgage Specialist - Montreal West & West Island

Financial Advisor - Quartier Dix30, Brossard, QC

Virtual Investment & Personal Banking Specialist

Strategy Specialist, Total Portfolio Solutions

Private Banking Officer, Sales, Private Wealth

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