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Fiera CapitalVerified Job Source

Investment Counsellor, Private Wealth

  • Montréal, QC
  • Hybrid
  • Posted Jun 4, 2026
  • 1 position

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Employment type
Full-time
Experience level
Lead · 10+ years
Minimum education
Professional degree
Posting language
English
Working hours
40 hours per week
Office presence
4 days per week

Job summary

The role focuses on providing an exceptional client experience and growing the business by attracting new clients through customized multi-asset solutions. Responsibilities include developing business plans, nurturing client relationships, and collaborating with internal teams to implement investment strategies.

Job details

The role focuses on providing an exceptional client experience and growing the business by attracting new clients through customized multi-asset solutions. Responsibilities include developing business plans, nurturing client relationships, and collaborating with internal teams to implement investment strategies. Candidates must have post-secondary education and a professional designation such as CFA or CIM. A minimum of 10 years of Investment Counsellor experience and valid provincial licensing are required.

What you’ll do

The role focuses on providing an exceptional client experience and growing the business by attracting new clients through customized multi-asset solutions. Responsibilities include developing business plans, nurturing client relationships, and collaborating with internal teams to implement investment strategies.

Requirements

Candidates must have post-secondary education and a professional designation such as CFA or CIM. A minimum of 10 years of Investment Counsellor experience and valid provincial licensing are required.

Benefits

  • Competitive Compensation
  • Benefits Packages
  • Wellness Programs

Listed skills

  • Leadership · Preferred
  • Communication Skills · Preferred
  • Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Client Relationship Management
  • Investment Strategy
  • Multi-Asset Solutions
  • Financial Acumen
  • Market Analysis
  • Business Planning
  • Networking
  • Communication Skills
  • Portfolio Management
  • Entrepreneurial Spirit
  • Leadership
  • Mentoring

Job areas

  • Finance & Accounting
  • Management & Leadership
  • Sales
  • Consulting

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