Senior Investment Consultant

2 weeks ago


Toronto, Canada Segal Full time

Description

The Opportunity:

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

The candidates under consideration will require:

Fifteen or more years of relevant investment advising/consulting experience with institutional asset owners. CFA 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.
  • Investment Consultant

    3 months ago


    Old Toronto, Canada Senior Care Authority of Inland Empire, CA Full time

    p>Job Title: Senior Investment Associate Job term: Permanent full-time The Opportunity – Senior Investment Associate Headquartered in Toronto, the Building Ontario Fund (BOF) is a new independent, board-governed agency that will facilitate investment by trusted institutional investors in critically needed large-scale infrastructure projects within the...


  • Toronto, Canada Premier Global Links Full time

    Job Description We are seeking a seasoned institutional investment professional to join our investment consulting team and drive the continued growth and success of our consulting practice in Canada. As a Senior Investment Consultant, you will deliver comprehensive investment advisory solutions to a diverse client base, including corporate and multi-employer...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment Consultant to join our team at Scotiabank. As a Senior Investment Consultant, you will play a key role in contributing to the overall success of the Investment & Advisory Solutions Group. Your primary responsibility will be to grow fee-based and managed asset AUM, establish, develop, and retain...


  • Toronto, Ontario, Canada Scotiabank Full time

    Role OverviewThe Senior Investment Consultant is a key member of the Investment & Advisory Solutions Group, responsible for contributing to the overall success of the team. This involves executing specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.Key ResponsibilitiesChampion a customer-focused...


  • Toronto, Canada Career Crunch Full time

    NO PAID RELOCATIONWe 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...

  • Investment Consultant

    4 weeks ago


    Toronto, Ontario, Canada WTW Full time

    At WTW, we are seeking a skilled Investment Consulting Analyst to join our Canadian Investment practice. As an investment consulting analyst, you will work closely with our team to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities.This role is hybrid with regular attendance to...


  • Toronto, Ontario, Canada Segal Full time

    Unlock Your Potential as a Senior Investment Professional at Segal The Opportunity: We are seeking a seasoned investment advisor to join our Canadian Leadership Team and play a key role in the growth of our investment consulting practice. As a member of our team, you will be responsible for providing expert advice on investment-related matters to our...


  • Toronto, Ontario, Canada CANADA LTD. Full time

    CARE INSURANCE & FINANCIAL LTD. is seeking a highly skilled Financial Investment Consultant to join our team.Job SummaryThis role requires an individual with strong analytical and problem-solving skills, as well as the ability to communicate complex financial information effectively.Key ResponsibilitiesAnalyze financial data and trends to provide investment...


  • Old Toronto, Canada Canada Pension Plan Investment Board Full time

    **Make a meaningful contribution to a global investment leader**At CPP Investments, we're committed to delivering strong returns for our beneficiaries and contributing to the long-term sustainability of the Canada Pension Plan. As a talented and energetic lawyer, you'll play a key role in our global legal team, providing strategic, creative, and commercial...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 208986 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Investment & Advisory Solutions Group ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and...


  • Toronto, Canada Scotiabank Full time

       Requisition ID: 208986Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeContributes to the overall success of the Investment & Advisory Solutions Group ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and...


  • Toronto, Ontario, Canada Stonewood Group Inc. Full time

    Senior Investment ManagerOur client, a Crown corporation owned by the Government of Canada, is seeking a seasoned Senior Investment Manager to lead its Investments Team. The ideal candidate will have a strong background in venture capital, with a proven track record of originating, executing, managing, and exiting investments.Key ResponsibilitiesManage the...


  • Toronto, Canada Gallagher Full time

    About Us: Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive, and...


  • Toronto, Ontario, Canada Bank of Montreal Full time

    Job Title: Strategic Business Consultant - Retail Investment SolutionsThe ideal candidate will possess extensive experience in business consulting, with a strong background in retail investment solutions. As a strategic business consultant, you will work closely with senior leaders to develop and implement business strategies, drive innovation, and foster a...

  • Senior Tax Consultant

    1 month ago


    Toronto, Ontario, Canada CATSearch HR Consultancy Inc. Full time

    At CATSearch HR Consultancy Inc., we are seeking a highly skilled Senior Tax Consultant to join our team. As a Senior Tax Consultant, you will play a key role in providing expert tax consulting services to various industries, including investments, high net worth individuals, and cross-border taxation.Responsibilities:Develop and implement long-term tax...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 188096 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Accountabilities 1. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. 2. Contributes to the continued growth of managed asset solutions...


  • Old Toronto, Ontario, Canada Canada Pension Plan Investment Board Full time

    Director, Investment Structure ManagementMake a meaningful impact at a dynamic investment organizationCPP Investments is a global and respected institutional investor, with assets under management valued in excess of $500 billion. As a Director, Investment Structure Management, you will play a key role in the operational deal structuring and end-to-end...


  • Toronto, Canada Aon Full time

    Are you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you! As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within Aon, in our Toronto...


  • Toronto, Canada Aon Corporation Full time

    Posting Description: Are you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you! As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within...


  • Toronto, Canada WTW Full time

    As an investment consulting analyst, you will work with our Canadian Investment practice to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities. Support will be required on a range of investment-related matters, including performance measurement and evaluation, investment...