Investment Consultant
Share
Job Location:
Monthly Salary:
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
The Investment Consultant will:
Investment reports
Develop a plan for completion of quarterly investment reports and other projects.
Determine team support needed to complete projects on time.
Work with Consultant to understand and obtain data needed to complete report.
Monitor client portfolios and ensure compliance with investment policy statements.
Present investment reports and recommendations to clients and committees.
Track revenues and support the invoicing process for fixed fee mandates.
Maintain quartile ranking database by carrier
Market review
Research and review economic and investment market developments during the year and quarter.
Prepare a quarterly market review for client distribution.
Develop presentation and conduct an annual webinar for clients based on the December 31 market review and outlook for the year.
Research and Analysis
Perform market research economic trend analysis and asset allocation studies.
Research individual funds to understand investment style strategy and holdings to explain performance variations to benchmark and support recommendations.
Conduct research and analysis in support of specialty areas (e.g. target date funds and ESG).
Client Service
Retain existing clients through effective and professional service and support.
Develop and maintain positive relations with Consultants and Client contacts.
Deal with customer concerns quickly and ensure the client lead is made aware.
Coach and Mentor Others
Provide training and support the development of others.
Coach and mentor team members.
Promote and maintain a collaborative team environment.
Quality Control
Become an expert with the tools and software being used.
Automate the investment reporting as much as possible.
Ensure all work is checked and reviewed to enhance accuracy and quality of work product.
To be successful as an Investment Consultant with People Corporation you will need:
CFA or CIPM designation.
35 years of experience in investment consulting or portfolio management.
Excellent presentation and communication abilities.
Advanced analytical and research skills.
Proficient in Excel and investment analytics platforms Morningstar and eVestment.
Strong organizational and time management skills.
Whats in it for you:
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits retirement wealth wellness and human resource solutions. Our experts and solutions serve over 20000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees members and stakeholders.
We are committed to providing an inclusive accessible environment where all employees and clients feel valued respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to .
Required Experience:
Contract
Key Skills
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
