Teams at Fiera Capital

4-month Indigenous-focused internship supporting Private Wealth Investment Counsellors. Assist with client servicing, portfolio documentation, CRM updates, client materials, cross-team liaison, research, and ad-hoc projects while learning portfolio management, compliance, and client service processes.

The Associate supports private wealth clients by providing high-quality client service, assisting in portfolio management, and performing administrative tasks. Responsibilities include client onboarding, maintaining accounts, executing transactions, and supporting Investment Counsellors.

Execute order generation and portfolio rebalances for private wealth clients, implement segregated equity and bond models, improve operational processes through automation, support global transformation, and assist investment counsellors with investment policy drafting and business analysis.