197 Investment Consultant jobs in Canada
Senior Investment Consultant
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Job Description
Job Description
Job Description
- 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.
Requirements
Qualifications
- Fifteen or more years of relevant investment advising/consulting experience with institutional asset owners.
- CFA designation.
- CIM 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.
Team Lead Wealth Management
Posted today
Job Viewed
Job Description
A career as a Team Lead at National Bank Independent Network (NBIN), servicing Introducing Brokers (IB) clients means playing a vital part in ensuring we deliver the highest quality of customer service to our clients. In this role you can use your communication skills, leadership abilities and customer service experience to have a positive impact on both the organization and our clients.
NBIN is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada.
Your role
- Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our Introducing Brokers firms
- Act as the first point of escalation for Account Managers
- Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures.
- Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
- Participate in product development and act as a champion for all new applications with internal partners and clients
- Provide Account Managers with guidance on NBIN's policies, procedures, and training that directly impact our business
- Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
- Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
- Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events
Your team
Within this team you will report to the Senior Manager and help oversee a team of 9 dedicated specialists that are based in our Montreal and Toronto offices. The team provides day-to-day service Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams across Canada.
We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.
Prerequisites
- Bachelor's degree in a related field and 5 years of relevant experience, OR a Master’s degree in a related field with 3 years of relevant experience
- Advanced knowledge of the securities brokerage/service industry in a client contact center environment
- Strong skills in planning and organizing work based on volume, resources, and priorities
- Knowledge of regulatory, operational, and legal aspects of the industry
- Experience in process and operational optimization
- Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets
Team Lead Wealth Management
Posted today
Job Viewed
Job Description
A career as a Team Lead at National Bank Independent Network (NBIN), servicing Introducing Brokers (IB) clients means playing a vital part in ensuring we deliver the highest quality of customer service to our clients. In this role you can use your communication skills, leadership abilities and customer service experience to have a positive impact on both the organization and our clients.
NBIN is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada.
Your role
- Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our Introducing Brokers firms
- Act as the first point of escalation for Account Managers
- Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures.
- Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
- Participate in product development and act as a champion for all new applications with internal partners and clients
- Provide Account Managers with guidance on NBIN's policies, procedures, and training that directly impact our business
- Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
- Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
- Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events
Your team
Within this team you will report to the Senior Manager and help oversee a team of 9 dedicated specialists that are based in our Montreal and Toronto offices. The team provides day-to-day service Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams across Canada.
We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.
Prerequisites
- Bachelor's degree in a related field and 5 years of relevant experience, OR a Master’s degree in a related field with 3 years of relevant experience
- Advanced knowledge of the securities brokerage/service industry in a client contact center environment
- Strong skills in planning and organizing work based on volume, resources, and priorities
- Knowledge of regulatory, operational, and legal aspects of the industry
- Experience in process and operational optimization
- Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets
Team Lead Wealth Management
Posted today
Job Viewed
Job Description
A career as a Team Lead at National Bank Independent Network (NBIN), servicing Introducing Brokers (IB) clients means playing a vital part in ensuring we deliver the highest quality of customer service to our clients. In this role you can use your communication skills, leadership abilities and customer service experience to have a positive impact on both the organization and our clients.
NBIN is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada.
Your role
- Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our Introducing Brokers firms
- Act as the first point of escalation for Account Managers
- Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures.
- Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
- Participate in product development and act as a champion for all new applications with internal partners and clients
- Provide Account Managers with guidance on NBIN's policies, procedures, and training that directly impact our business
- Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
- Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
- Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events
Your team
Within this team you will report to the Senior Manager and help oversee a team of 9 dedicated specialists that are based in our Montreal and Toronto offices. The team provides day-to-day service Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams across Canada.
We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.
Prerequisites
- Bachelor's degree in a related field and 5 years of relevant experience, OR a Master’s degree in a related field with 3 years of relevant experience
- Advanced knowledge of the securities brokerage/service industry in a client contact center environment
- Strong skills in planning and organizing work based on volume, resources, and priorities
- Knowledge of regulatory, operational, and legal aspects of the industry
- Experience in process and operational optimization
- Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets
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