Strategic Investment Advisor
1 day ago
At WTW, we're seeking a highly skilled Strategic Investment Advisor to join our Canadian Investment practice.
We offer a competitive salary range of $85,000 - $110,000 per annum, commensurate with experience.
About the RoleThis is an exciting opportunity for a talented individual to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities.
The successful candidate will be responsible for producing quarterly investment performance reports, liaising with investment managers and providers, preparing written and analytic material, and supporting consultants and team members to deliver exceptional services to clients.
This role involves working closely with our team to build relationships internally and collaborate effectively on cross-functional teams.
We prioritize work-life balance, offering a hybrid work arrangement with regular attendance to the office (typically up to 2-3 days but may be more depending on business needs).
Relocation assistance is not offered for this position.
Please note that employment-based non-immigrant visa sponsorship and/or assistance is not provided for this specific job opportunity.
- Produce high-quality investment performance reports by delivering written commentary and analysis to clients within required deadlines;
- Liaise with investment managers and providers to collect information and conduct research as necessary;
- Prepare written and analytic material providing recommendations and actions for various services and deliverables;
- Support consultants and team members to effectively deliver exceptional client services;
- Attend client meetings or manager meetings led by consultants;
- Develop strong internal relationships and collaborate effectively on cross-functional teams;
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