Senior Consultant

2 weeks ago

Toronto, Ontario, Canada Prime Quadrant Full time
Prime Quadrant serves over 240 affluent families, with approximately $22 billion in Assets under Consultation. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.
The successful candidate will lead a dedicated consulting practice group that provides portfolio management and financial consulting services to affluent families. A minimum of 7 years of relevant experience in the financial services industry
Intellectual curiosity and a high level of emotional intelligence (EQ), enabling the Senior Consultant to engage in deep, meaningful, and holistic conversations with client families, understanding their unique goals, values, and challenges
Excellent verbal and written English communication and listening skills
Adaptable and flexible to work as needed by clients
Desire to take part in special projects that elevate the client and team experience

Relationship acquisition, development, and management, demonstrating a strong ability to build and nurture long-term client partnerships.
While portfolio management is the primary responsibility, the Senior Consultant must also navigate broader aspects of client needs, including planning, structuring, treasury management, administration, and family governance.

Drafting and/or reviewing Investment Policy Statements and any strategic family documents.
Presenting selected planning considerations to client families and coordinating with other family office functions (e.g., estate, philanthropy, tax, etc.)
Supporting ongoing advice and analysis related to asset allocation and portfolio construction.
Analyzing client families' existing investments to evaluate their alignment with overall risk- and return objectives.

Supporting the recommendation of investment opportunities to client families within the context of their objectives, needs and overall assets.
Coordinating with client families' tax advisors to help them assess asset placement considerations.
Responsible for the timely and accurate completion of your consulting team's deliverables.
Leading your consulting team with guidance, mentorship and advice for development.
Conducting regular performance reviews of team members.

Career advancement with demonstrated performance
~ Industry competitive base salary with a performance-based bonus structure
~ Health benefits via participation in the firm's health spending account
~ Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information.

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