Senior Investment Consultant in Toronto, Ontario

Senior Investment Consultant

Skills: CFA, Investment Advising/Consulting experience with institutional asset owners, Qualified experience for the OSC portfolio manager registration., CIM, Broad Investment Knowledge, Broad Industry Connection

Experience level: Mid-senior 

Education level: Bachelor’s degree 

Relocation assistance: Limited assistance (Case by case basis) 

Travel : Yes, 25 % of the Time

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 multi-employer 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 Role:

• 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.

Qualifications

• 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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