Client Investment Consultant

As a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations. These services include setting of investment objectives and beliefs, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian and recordkeeper selection, transition advice and statements of investment policy. You will liaise closely with other senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships and intellectual capital development (and gaining support from investment analysts as appropriate). You will also have a role to play in the growth of our Canadian investment business, including business development and marketing. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role * Lead Investment consulting client engagements (for both advisor and delegated/OCIO clients), ensuring quality of work and timely delivery of advice and services * Participate in providing a wide range of services to investment and pension committees * Lead client teams that work together effectively in delivering services to clients * Support the execution of large-scale engagements * Establish a trusted advisor role with clients and provide consistent, superior relationship management * Producing work in accordance with Professional Excellence requirements * Complete project deliverables through effective resource utilization * Partner with internal lines of business to assist in better addressing the client’s need and objectives * Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities * Manage project and financials of the services conducted for clients.

The Senior Director will lead investment consulting engagements for institutional clients, providing expert advice on asset allocation, manager selection, and investment policy. They are also responsible for business development, relationship management, and mentoring junior associates to support the firm's growth.

Candidates must possess an undergraduate degree and at least 15 years of progressive investment experience, preferably in a consulting or portfolio management environment. Professional qualifications such as CFA, FSA, MSc, or MBA are highly preferred, along with excellent communication skills in both English and French.

• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Investment consulting
• Strategic asset allocation
• Investment management
• Client relationship management
• Portfolio management
• Project management
• Business development
• Marketing
• Financial analysis
• Mentoring
• Communication
• Team leadership
• Institutional investing
• Pension committees
• Investment policy
• Performance measurement
• Relationship Management
• Constructive Feedback
• Asset Allocation
• Business Development
• Investments
• Customer Service
• Consulting
• Investment Management
• Institutional Investing
• Intellectual Capital
• Project Management
• Performance Measurement
• Resource Utilization

• Consulting
• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Investment Consultant
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Minimum education

Professional degree

Minimum experience

10+ years

Apply by

Aug 31, 2026

Posting language

English

Working hours

40 hours per week