SVP Investment Specialist, The Alts Institute
3 weeks ago
—a global education and engagement platform designed to empower financial professionals with the knowledge, insights, and tools to better understand and position alternative investments within client portfolios. The Alts Institute delivers thought leadership, training, and community-building opportunities that deepen advisor expertise and strengthen client outcomes.**Job Description** The Firm is seeking an Investment Specialist to lead the international activation of The Alts Institute, a global education and practice management platform for financial professionals. understanding of alternative investments, foster collaboration, and strengthen the firm’s global distribution strategy. Through The Alts Institute, the role will help advisors expand their Working closely with regional sales, marketing, and investment teams, the candidate will deliver high-impact experiences—both digitally and in person—across key international markets. Content will focus on advisor education, asset allocation, and practice management, fostering a global community of financial professionals dedicated to delivering better client outcomes.The ideal candidate is a seasoned relationship strategist with a deep understanding of the global asset management and private wealth landscape, exceptional communication skills, and the ability to operate effectively in a dynamic, matrixed environment.With a strong external presence and the ability to translate complex investment concepts into clear, compelling narratives, the successful candidate will serve as both a trusted partner to the sales organization and a visible representative of the firm in the marketplace. Key Responsibilities:Identify modular content track needs for varied audiences—ranging from foundational education to advanced strategy and best-practice deep dives.15+ years of relevant experience, ideally with international scope and a focus on sales, client engagement, education, or training initiatives. Proven ability to execute and deliver multifaceted programs with exceptional attention to detail and operational discipline. Outstanding storytelling, communication, and presentation skills; able to distill complex ideas into compelling, audience-appropriate narratives. Strong interpersonal and relationship-building skills, with Demonstrated ability to influence and engage sales teams and senior stakeholders. Highly self-motivated and driven, with the ability to lead projects independently and deliver results with limited oversight. Proactive self-starter with strong ownership and prioritization skills in a fast-paced, complex environment. Excellent relationship management and conflict-resolution skills.
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SVP Investment Specialist, The Alts Institute
3 weeks ago
London, Canada Brookfield Full time—a global education and engagement platform designed to empower financial professionals with the knowledge, insights, and tools to better understand and position alternative investments within client portfolios. The Alts Institute delivers thought leadership, training, and community-building opportunities that deepen advisor expertise and strengthen client...
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London, Canada Brookfield Full timeA global investment firm seeks an experienced Investment Specialist to lead the international activation of its education platform. The ideal candidate has over 15 years of experience in investment and client engagement, with exceptional communication and storytelling skills to educate financial professionals. This role is critical in expanding the firm's...
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London, Canada Brookfield Full timeA global investment firm seeks an experienced Investment Specialist to lead the international activation of its education platform. The ideal candidate has over 15 years of experience in investment and client engagement, with exceptional communication and storytelling skills to educate financial professionals. This role is critical in expanding the firm's...
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London, Canada Brookfield Full timeA global investment firm seeks an experienced Investment Specialist to lead the international activation of its education platform. The ideal candidate has over 15 years of experience in investment and client engagement, with exceptional communication and storytelling skills to educate financial professionals. This role is critical in expanding the firm's...
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Client Specialist
7 days ago
London, Canada SCIVEST CAPITAL MANAGEMENT INC. Full time**Client & Investment Administration Specialist** SciVest Capital Management Inc. London, Ontario, Canada SciVest Capital Management Inc. is seeking a self-motivated, outgoing and affable individual with a keen interest for investing and investment management, capable of working within a start-up, fintech company environment in London, Ontario. **Position...
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Investment & Retirement Specialist
5 days ago
London, Canada The Canada Life Assurance Company Full timePermanent Full Time We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. **What you will do**: - Provide personalized retirement and investment guidance to group plan members specific to their...
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Investment Specialist
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London, Canada 019984 Hub Financial Inc. Full timeInvestment Specialist (Hybrid)HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our services include access to top-tier...
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London, Canada Scotiabank Full timeRequisition ID: 189571 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to...
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Investment Product Specialist
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London, Canada 019984 Hub Financial Inc. Full timeInvestment Specialist (Hybrid)HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our services include access to top-tier...
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Investment & Retirement Specialist
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London, Canada Canada Life Full timeOverviewInvestment & Retirement Specialist role at Canada Life. Permanent Full Time. We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life. This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their...
