Senior Investment Consultant
Senior Investment Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
- We are seeking an experienced institutional investment manager to join our investment consulting team and play a leading role in the further growth and development of our investment consulting practice in Canada.
- The successful candidate will be responsible for providing investment advisory solutions and services to clients including corporate and multiemployer pension plans endowments/foundations private counsel operations and wealth management programs.
- Areas of expertise include investment consulting portfolio management investment research investment product design and business development in the Canadian marketplace.
- This role includes the management and development of team members and a role on the Canadian Leadership or Management Team.
- The successful candidate will have a demonstrated investment consulting experience with pension funds benefit funds and wealth management organizations. Areas of subject matter expertise include:
- institutional investment consulting investment markets strategies and structuring and relevant investment managers and sources;
- portfolio asset allocation risk compliance performance attribution and operational projects;
- developing educating managing and mentoring other team members.
- Fifteen or more years of relevant investment advising/consulting experience with institutional asset owners.
- CFA designation.
- CIM designation
- Qualified experience for the OSC portfolio manager registration.
- High ethical and professional standards.
- Proven leadership and collaboration ability.
- Strong interpersonal skills to independently interact with clients investor community and investment
- managers.
- Collaborative team skills as an excellent listener learner and contributor.
- Strong verbal written and presentation skills.
- Ability to handle multiple tasks with accuracy against deadlines.
- Compliance experience will be a plus.
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Employment Type
Full Time
Company Industry
Key Skills
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
