Investment Consultant

4 weeks ago

Toronto, Canada People Corporation Full time

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

We are seeking an **Investment Consultant** to join our team in Toronto, or the surrounding areas. As part of our Actuarial and Investment Consulting Group, and reporting directly to the Vice President, you will lead the investment specialty and develop solutions in support of our clients and Group Retirement Solutions (GRS) Account Executives and Consultants.

**The Investment Consultant will have the following responsibilities**: Planning and Budgeting
- Develop a plan for all known investment reports and projects.
- Determine team support needed to complete projects on time and on budget.
- Track revenues and support the invoicing process.
- Provide support to ensure the division meets its growth and service requirements.

Client and Customer Service
- Retain existing clients through effective and professional service and support.
- Develop and maintain positive relations with existing clients and client decision makers.
- Promote and maintain customer satisfaction and manage customer expectations.
- Deal with customer concerns or issues and ensure that the client lead and Designate is made aware.
- Recommend, develop and implement measures to help manage clients at risk.

Process Improvement
- Become an expert with the tools and software being used.
- Automate the investment reports as much as possible and minimize manual inputs.
- Enhance quality control process and checks to ensure highest level of accuracy.
- Utilize a continuous improvement process mindset from quarter to quarter.
- Ensure any leads are identified and communicated to the appropriate team members

Investment Research
- Meet with asset managers as necessary to enhance the team’s knowledge and awareness of what’s happening with a fund’s performance or current events.
- Stay current with market developments and key economic events and provide updates to teammates, GRS, and others as relevant.
- Provide research and analysis support to Consultants on specialty investments and funds.

**To be successful as an Investment Consultant **with People Corporation, you will need**:

- The Chartered Financial Analyst designation (CFA) in good standing, or actively in progress
- Exceptionally polished communication skills
- Excellent client-focus and professional acumen
- Experience with performance monitoring for Defined Contribution Pension Plans
- Experience with SIPP compliance for defined benefit pension plans
- Experience interacting with, and participating in meetings, with investment managers
- Exposure to both traditional asset classes as well as alternative asset classes
- Ability to work well independently and collaborate in a team
- A track record of mentoring junior colleagues to deliver high quality work
- Solid working knowledge of MS Excel, Word, and PowerPoint
- Familiar with Morningstar and eVestment
- Bilingual (French and English) is an asset

**What's in it for you**:

- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation

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