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Job Opportunities 

Institutional Client Manager Position (MONTREAL): Full-time At Fiera Capital

Institutional Client Manager

Position : Full-time

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 Vice President, Head of Client Relations, the Institutional Client Manager oversees the firm’s delivery of investment services to a select group of institutional clients.

The incumbent will manage all aspects of delivering best-in-class institutional management advice and guidance to clients focused on retention and organic growth across a diversified list of assigned institutional investors and a broad range of investment solutions. In delivering industry-leading client interaction experiences, the incumbent will ensure that Fiera retains, grows, and further deepens client relationships. It is expected that the majority of his or her time will be devoted to retaining and growing designated institutional client relationships.

Your responsibilities:

  • Serving as a lead relationship manager for key relationships – developing a coverage plan and executing on same including identifying and managing cross-selling opportunities;
  • Providing outstanding client service; 
  • Assuming responsibility for complex and sensitive client and account activities including playing a key role in the decision-making process;
  • Delivering and managing dissemination of thought leadership to clients;
  • Participating in the Institutional Markets team’s client seminars/presentations as we seek to
  • further enhance education in the marketplace and build Fiera’s brand in the Canadian institutional marketplace.

Must have requirements to be successful in this role:

  • Bachelor’s degree in business administration, Commerce, or related field;
  • CFA designation or graduate degree a strong asset; 
  • A minimum of 10 years of relevant experience managing relationships with institutional clients (pension plans, foundations, endowments, insurance clients, etc.);
  • Strong networking skills with established relationships in the market across institutional clients and investment consultants;
  • Expert knowledge of the investment industry and financial markets;
  • Exemplary interpersonal skills;
  • Excellent industry reputation based on credibility, integrity, and a strong work ethic;
  • Versatility and team spirit;
  • Ability to demonstrate initiative and accept personal accountability;
  • Appropriate registrations necessary upon hiring.

Additional Information:

  • Fiera Capital adheres to a hybrid working environment with 3 days in-office per week
  • If you are interested in a career at Fiera Capital and you meet 70% or more of the requirements, do not hesitate to submit your application!

For positions available in Quebec that require fluency in French and English, please note that bilingualism is required due to our global offices and clients.

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 reach their true potential.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and 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, a 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 secured 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 title 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 communicate with those selected for an interview.

About Us

With approximately CAD $155.3 billion in assets under management as of September 30, 2023, Fiera Capital, an independent firm, is one of Canada’s leading investment managers. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science, and we are passionate about creating sustainable prosperity for clients. Fiera Capital is recognized for our talented people. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of any client, anywhere they are located.

Please apply at : CFA_Ottawa

Regional Sales Manager Position (OTTAWA): Full-time At AGF Management Limited (AGF)

About AGF:

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm.  AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses.  Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.  Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

About the Team:

The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.

About the Role:

You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction. This position will operate in Ottawa with some minor travel throughout Ontario on an as needed basis.

You are a great team player, and an energetic, motivated and articulate experienced sales professional. You are passionate about financial markets and excited to make an impact on AGF’s overall customer satisfaction. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.

Your Responsibilities:

  • Contribute to the development of specific account and business plans that incorporates growth from both existing and prospective clients, identifying the client, product mix, and sales strategies to be deployed to maximize the team’s contribution to district targets
  • For a specific portfolio of clients further develop account and business plans, plus a call program that will grow sales, retain Advisors and add new Advisors to the district
  • Establish and maintain strong internal and external relationships to allow for the identification, optimization and realization of sales
  • Monitor daily, weekly, monthly and year-to-date advisor fund flows within your portfolio to identify trends and provide suggestions to advisors in order to retain assets
  • Provide effective product and sales support to cultivate relationships and drive sales
  • Proactively identify and work to implement new sales ideas, concepts and solutions.  Profiling advisors to uncover needs and determine cross-sell opportunities
  • Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies/styles/processes as well as portfolio profiles, value added programs, products and company updates and industry trends
  • Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors. Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations
  • Participate in AGF branch visits, client seminars, branch presentations, road shows, conferences and industry events
  • Create and deliver effective sales presentations and conference calls to promote AGF products
  • Maintain timely and accurate records of all Advisor activity
  • Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job
  • Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results

Your Qualifications:

  • Solid knowledge of the investment industry, combined with a minimum of 3 years mutual fund sales experience
  • Proven sales ability with effective customer relationship building skills.
  • University degree preferred or equivalent work experience.
  • Advanced certification CIMA or CFA preferred.
  • Team player and self–starter, highly motivated, and results driven.
  • Demonstrates a high level of independence and creativity.
  • Strong organizational and follow-up abilities.
  • Exceptional written and oral communication skills, effective listening skills; excellent presentation skills.
  • Ability to thrive in fast-paced challenging environment.
  • Proficient in Microsoft Word, PowerPoint and Excel and Salesforce
  • Bilingual communication, both written and oral, in French and English is considered an asset.

No unsolicited agency referrals please.  

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation. 

# R10900

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Please email
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