136 Investment jobs in Ontario

Investment Specialist

London, Ontario HUB International

Posted 6 days ago

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**Investment Specialist** (Hybrid)
_Hub Financial - Southwest Ontario_
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 insurance solutions, cutting-edge technology platforms, and operational support, all designed to streamline business processes and improve client outcomes. At HUB Financial, we empower advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
**About The Role**
We're looking for a motivated and knowledgeable **Investment Specialist** to join our HUB Wealth Management team. Reporting to the Vice President of Investments, this role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products.
As an Investment Specialist, you will provide Advisors with strategic guidance on investment solutions, share your expertise in segregated and mutual funds, and contribute to their ongoing professional growth. Your ability to communicate effectively, solve problems, and deliver results will be instrumental in this position.
**What** **You'll** **Do**
+ Driving regional sales in all lines of HUB Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.
+ Be an expert on your Advisors to efficiently direct them to the right channels as needed.
+ Assist Advisors in growing their investment block, and provide support with portfolio solutions, fund options and product analysis.
+ Assist Advisors with their continuing education requirements.
+ Any other assistancerequired to help advisors.
**What You'll Need for Success**
+ Up to 5 years of relevant experience within the financial or banking sector.
+ Advanced knowledge of segregated funds and mutual funds.
+ A positive attitude, strong desire to assist others, intellectual curiosity, and a track record of consistent performance.
+ Excellent written and verbal communication skills.
+ Strong problem-solving abilities with exceptional attention to detail.
+ Proficiency in the Microsoft Office Suite and familiarity with popular online meeting platforms.
+ Post-secondary education from an accredited university or college
**What's in it for you?**
Your well-being is our priority, and we back this up with a wealth of benefits:
+ Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
+ Balance your life with flexible work arrangements and generous time off.
+ Benefit from a comprehensive package tailored to your needs, including company matched RRSPs.
+ Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
+ Rest easy with reimbursements for professional license fees and membership dues.
+ Special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
**Why Choose HUB?**
When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit .
**About HUB International**
Headquartered in Chicago, Illinois, Hub International Limited ( is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.
If you're interested in learning how you can grow your career at HUB, visit our Careers Page ( to explore our opportunities.
_HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience._
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Investment Consultant

Toronto, Ontario HUB International

Posted 27 days ago

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**About The Role**
As an **Investment Consultant** , you will play a key role in managing and nurturing client relationships, while also supporting fellow consultants across a range of engagements. You'll operate in a fast-paced, collaborative environment where critical thinking, proactive problem-solving, and strong communication are essential.
This role is ideal for professionals with a deep understanding of institutional investment strategies who thrive on delivering tailored advice, leading strategic initiatives, and mentoring others. You'll have opportunities to contribute to high-impact projects and help shape the future of our investment consulting practice.
**What You'll Do**
+ Lead and manage client relationships, delivering customized investment solutions that meet client objectives.
+ Support client work led by other Consultants, providing analysis, insight, and strong collaborative input.
+ Prepare and deliver clear, concise reports and presentations for client meetings, investment reviews, and recommendations.
+ Respond to Requests for Proposals (RFPs) and contribute to business development efforts.
+ Peer-review client deliverables, ensuring accuracy, clarity, and the integration of client-specific insights.
+ Stay current on industry trends, regulations, and governance affecting institutional investors and their portfolios.
+ Lead or contribute to internal initiatives aimed at enhancing systems, tools, and operational efficiency.
+ Identify client or operational challenges and implement creative, proactive solutions.
+ Independently manage projects, collaborating effectively with internal teams and external stakeholders.
+ Maintain strong working relationships with investment managers, custodians, and recordkeepers.
+ Provide mentorship and guidance to team members to support their professional development.
**Qualifications and expertise that pave the way for Success**
+ 5+ years of experience in investment consulting, asset management, or a related financial advisory role.
+ Bachelor's degree in Finance, Economics, Business Administration, or a related discipline; a Master's degree (e.g., MBA, MFin) is considered an asset.
+ Professional designations such as CFA or CIPM, or in progress.
+ Deep knowledge of investment strategy, portfolio construction, asset allocation, risk management, and institutional governance frameworks.
+ Strong analytical and quantitative skills with the ability to distill complex financial data into actionable insights.
+ Proven problem-solving capabilities and a consultative mindset that delivers value to clients.
+ Excellent verbal and written communication skills, with confidence presenting to a variety of audiences.
+ A team-oriented approach with demonstrated ability to mentor others and collaborate cross-functionally.
+ Proficiency in tools such as eVestment, Morningstar Direct, and Microsoft Office Suite (Excel, PowerPoint, Word).
**Elevate Your Career with HUB International**
Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: .
**Your Advancement and Well-being: Our Priority**
At HUB, we place immense value on the well-being and professional development of our team. Here's what you can look forward to as part of the HUB Team:
+ **Recognized Rewards** : Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
+ **Work-Life Balance:** Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
+ **Comprehensive Benefits:** Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
+ **Professional Growth:** Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
+ **Industry Support:** Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
+ **Exclusive Perks** : Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding
**Culture and Belonging: Our Commitment**
At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know-we're here to support you. At HUB, building an inclusive workplace isn't just part of what we do-it's at the heart of who we are.
**Service: Our Ethos**
At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we're proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.
When you join HUB, you'll find more than just a career-you'll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
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Investment Advisor

Toronto, Ontario CI Financial Corp.

Posted today

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Job Description

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.

WHAT YOU WILL DO

  • Assist in the development and implementation of financial plans and strategies.
  • Analyze financial data to determine the best investment strategies for clients.
  • Maintain regular contact with clients to understand their financial needs and goals.
  • Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
  • Prepare reports on client accounts and create presentations for client meetings.
  • Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
  • Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
  • Ensure compliance with financial regulations and adhere to company policies and procedures.
  • Participate in continuing education and training programs to stay current with industry standards and trends.
  • Provide administrative support as needed.

WHAT YOU WILL BRING

  • Post Secondary education in related field.
  • Relevant financial licenses (CSC, CPH, CIM, CFP).
  • Proven experience in wealth management or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple work flows simultaneously.
  • Proficiency in financial software and Microsoft Office Suite.
  • High level of integrity and professionalism.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced Group Benefits
  • Parental Leave Top–Up Program
  • Fitness Membership Discounts
  • Paid Volunteer Day

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

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Director, Investment

M3C Toronto, Ontario Prologis

Posted 3 days ago

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Job Description

Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative building design and sustainability. Prologis owns or has investments in properties and development projects of 1.2 billion square feet in 19 countries and enables 2.8% of the world's GDP. We have committed to achieve net zero emissions by 2040. Beyond real estate, our Essentials platform optimizes the company's global asset portfolio to provide our customers solutions that address today's warehouse and shipping challenges. Prologis Ventures invests in logistics innovation and technology companies to modernize supply chains worldwide.

Job Title:

Director, Investment

Company:

Prologis

Prologis is seeking an Investment Director to oversee acquisitions, redevelopment, and development activities in the Greater Toronto Area ("GTA") market. As an Investment Director, you will play a key role in setting investment strategy and driving activity and growth in the marketplace for Prologis by leading the origination, underwriting and execution of industrial property acquisitions and developments. This role is based in our Toronto office.

Key responsibilities include:

  • Partner and collaborate with the Investment Officer and Development and Leasing teams to identify and proactively advance capital deployment initiatives and pursuits (including green-field land acquisitions, speculative and build-to-suit developments, value-add redevelopments, portfolio and single asset acquisitions of industrial buildings and support M&A and entity investments).
  • Leverage existing professional relationships and develop new strategic contacts to generate business opportunities with potential real estate partners, private sellers, brokers, investment bankers, owners, developers, consultants and high net-worth individuals.
  • Identify and communicate merits of new investment opportunities to the Senior Leadership and Prologis Investment Committee.
  • Ability to identify, anticipate, communicate and capitalize on market trends to bring industry leading returns to Prologis.
  • Develop comprehensive knowledge of all of the company's assets, strategy, processes and systems.
  • Direct all land development and entitlement efforts within the market in partnership with Development and Leasing teams, as well as external resources to maintain project schedules.
  • Oversee due diligence of new investments.
  • Coach, mentor and lead junior team members.

Building blocks for success

Required

  • 7+ year track record of acquiring and developing commercial real estate with a focus on industrial properties. Multi-market market exposure to major Canadian markets is a plus.
  • Proven track record of sponsoring industrial acquisitions and taking them from cradle to grave with a solid performance history of value creation.
  • Strong background in underwriting acquisitions deals, including value add opportunities; experience working with environmentally and/or entitlement challenged properties is a plus.
  • In depth understanding of financial acquisition and development pro forma modeling, general construction process and pricing, redevelopment and entitlement processing.
  • Background in negotiating PSAs, leases, development agreements and reporting on project performance.
  • Ability to balance multiple pursuits and work in a fast-paced, dynamic environment.
  • Travel expectation 10-20%.

Preferred:

  • In depth understanding of the GTA industrial market , and proven track record of leading successful acquisitions .
  • Current Real Estate sales license in the Province of Ontario or be able to obtain a license within six months of commencing employment. Please note that the company will cover relevant, associated costs and will consider the reasonable time spent acquiring the license as part of work hours.

Hiring Salary Range of: 159,000 CAD - 218,000 CAD. Salary and whole compensation package (bonus target & LTI) to be determined by the candidate's location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data.

People First

As a successful global enterprise, Prologis has never lost sight of what matters most - our strong belief that our people are the most important part of our business. And because of that, we provide a generous total rewards package and dedicate both time and resources to leadership development. Our team is intentional about cultivating a culture rooted in diversity, equity, and inclusion so that everyone at Prologis feels a sense of belonging.

Employment Type:

Full time

Location:

Toronto, Ontario, Canada

Additional Locations:

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Investment Operations Specialist

Barrie, Ontario Insight Global

Posted 6 days ago

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Job Description
Provides end-to-end support for our client's mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise include Broker/Dealer and Private
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Operations Investment Representative

Toronto, Ontario Insight Global

Posted 6 days ago

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Job Description
Insight Global is seeking an Operations Investment Representative specializing in Corporate Actions to join one of Canada's leading banking institutions. This role involves reviewing financial reports related to shares and various investment products. The ideal candidate will have prior experience with financial investments and must be a quick learner, as the volume of requests can fluctuate throughout the year.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
-1-2 years of relevant experience in financial investments, with a solid understanding of investment terminology to facilitate the learning process.
-Basic proficiency in Excel functions, primarily for tracking and record-keeping purposes.
-Completed degree or diploma in Commerce, Finance, Business Administration, or a related field.
-Strong communication skills. null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
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