Montréal Qc Wealth associate Jobs – 71 Openings This Week

Associate, Private Wealth
Fiera Capital —Montréal, QC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Wealth Associate
National Bank of Canada —Montréal, QC
- Full-time
- Hybrid work
- Bilingual
- English
- Microsoft Office
- Wellness program
- Employee assistance program
13d
Wealth Associate
National Bank of Canada —Brossard, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Wealth Associate
National Bank of Canada —Brossard, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Wealth Associate
National Bank of Canada —Brossard, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
13d
806 EN-Financing Manager, Corporate Lending
Export Development Canada | Exportation et développement Canada —Montréal, QC
- $96,557–$128,743 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Relocation assistance
- Dental care
Quick apply
6d
Customer Service Representative, Call Centre (12 month contract), Dynamic Funds - Montreal, QC
Scotiabank —Montréal, QC
- Contract
- Bilingual
- Customer service
- English
Wealth Management Administrative Associate (CSC or CSC in Progress)
Manulife —Montréal, QC
- $50,500–$90,500 a year
- Full-time
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Disability insurance
- Dental care
Senior Customer Experience Associate - Sainte-Catherine et Guy (18,75H/Week)
Scotiabank —Montréal, QC
- Sales
- Customer service
Customer Experience Associate - Kirkland, QC (11.25 hrs/week)
Scotiabank —Kirkland, QC
- Sales
- Customer service
- English
Associate Private Banker, Montreal
Scotiabank —Montréal, QC
- Computer skills
- Business
- Communication skills
Customer Experience Associate - Quartier Dix30, Brossard, QC - Full-time (6-month contract)
Scotiabank —Brossard, QC
- Full-time
- Sales
- Customer service
- English
Estate Planning Associate (Financial Security Advisor)
Royal Bank of Canada —Montréal, QC
- Full-time
- Bilingual
- Microsoft Excel
- English
Customer Experience Associate - Dollard-des-Ormeaux, Montreal, QC - 22.5 hrs/week
Scotiabank —Dollard-Des Ormeaux, QC
- Sales
- Customer service
- English
Customer Experience Associate - St-Bruno, QC - 30 hrs/week
Scotiabank —Saint-Bruno, QC
- Sales
- Customer service
- English
Customer Experience Associate - Pointe Aux Trembles, Qc (30H/Week)
Scotiabank —Pointe-aux-trembles, QC
- Sales
- Customer service
Associate Wealth Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Bilingual
- English
- Analysis skills
Financial Services Associate - Laval
CIBC —Laval, QC
- Weekends as needed
- Finance
- Organizational skills
Client Service Associate
Royal Bank of Canada —Montréal, QC
- Full-time
- Bilingual
- English
- Bachelor's
Trust Associate, Scotiatrust - Montreal, QC
Scotiabank —Montréal, QC
- English
- Finance
- High school diploma or GED

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Associate, Private Wealth

Fiera Capital -
Montréal, QC

Apply Now

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

wealth associate jobs in montréal qc

Associate, Private Wealth

Wealth Associate

Wealth Associate

Wealth Associate

Wealth Associate

806 EN-Financing Manager, Corporate Lending

Customer Service Representative, Call Centre (12 month contract), Dynamic Funds - Montreal, QC

Wealth Management Administrative Associate (CSC or CSC in Progress)

Senior Customer Experience Associate - Sainte-Catherine et Guy (18,75H/Week)

Customer Experience Associate - Kirkland, QC (11.25 hrs/week)

Associate Private Banker, Montreal

Customer Experience Associate - Quartier Dix30, Brossard, QC - Full-time (6-month contract)

Estate Planning Associate (Financial Security Advisor)

Customer Experience Associate - Dollard-des-Ormeaux, Montreal, QC - 22.5 hrs/week

Customer Experience Associate - St-Bruno, QC - 30 hrs/week

Customer Experience Associate - Pointe Aux Trembles, Qc (30H/Week)

Associate Wealth Advisor

Financial Services Associate - Laval

Client Service Associate

Trust Associate, Scotiatrust - Montreal, QC

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