Director, Investment Consulting
Accountabilities: As a Director, Investment Consulting, you will act as a trusted advisor to investment professionals by delivering tailored portfolio consulting engagements and helping advisors make stronger investment decisions. You will combine analytical expertise, market knowledge, and consultative skills to deliver actionable insights while building strong internal and external relationships.
Lead one-on-one investment consulting engagements focused on portfolio construction, asset allocation, risk management, implementation efficiency, and advisor communication.
Review advisor portfolios to identify structural opportunities, including concentration risks, style drift, hidden overlap, behavioural biases, allocation issues, and insufficient downside protection.
Translate portfolio analysis into clear recommendations aligned with advisor objectives, client needs, investment philosophy, and business realities.
Develop portfolio narratives and communication tools that advisors can use with clients and prospects.
Build and maintain strong referral relationships with internal distribution partners to generate consulting opportunities and manage an active pipeline.
Partner with investment specialists and sales teams to identify opportunities and increase engagement with advisory professionals.
Support branch visits, industry events, conferences, and internal presentations as required.
Maintain strong administrative processes to ensure consulting engagements are delivered consistently and efficiently.
Track activity, manage priorities, and contribute to business growth objectives through high-quality client interactions.
Requirements:
The ideal candidate is a seasoned investment professional with strong knowledge of portfolio management, advisor practices, and investment consulting. You should be comfortable combining technical analysis with relationship management and communicating complex concepts in a clear, practical way.
Bachelor’s degree in Finance, Business, Economics, or a related field.
CFA, CIM, or another advanced investment designation strongly preferred; CAIA, CIMA, or FRM considered valuable assets.
5+ years of experience in investment consulting, portfolio analytics, asset management, or a related investment-focused role.
Deep understanding of modern portfolio theory, asset allocation, risk management, and fixed income strategies across major asset classes.
Strong knowledge of investment products including mutual funds, ETFs, SMAs, model portfolios, and alternative investments.
Proven ability to interpret portfolio analytics and turn findings into practical, actionable recommendations.
Exceptional communication, presentation, facilitation, and relationship-building skills.
Strong analytical abilities with advanced Excel proficiency.
Experience with portfolio analysis tools such as Morningstar, YCharts, Jacobi, Second Engine, or similar platforms is an asset.
Fully bilingual in French and English, with the ability to support clients across different jurisdictions.
Strong organizational skills and the ability to manage multiple consulting engagements independently.
Benefits:
Competitive salary range of approximately $123,100 CAD to $173,100 CAD, depending on experience, qualifications, location, and market factors.
Incentive compensation opportunities tied to individual and business performance.
Fully remote work arrangement in Canada.
Comprehensive health, dental, vision, mental health, disability, and life insurance benefits.
Wellness benefits and employee/family assistance programs.
Retirement savings programs, including employer-supported contributions and share ownership opportunities.
Generous paid time off, including vacation, personal days, sick days, holidays, and statutory leaves.
Flexible and inclusive work environment focused on employee well-being and career growth.
Opportunities for continuous learning, professional development, and advancement.
Ability to contribute to meaningful investment solutions that support advisors and their clients.
How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?
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