Director, Investment Consulting

This is a fully remote position, open to applicants in Canada.

📋 Description

• Oversee one-on-one investment consulting engagements focusing on portfolio construction, asset allocation, downside risk management, implementation efficiency, and advisor communication.

• Evaluate advisor portfolios to pinpoint structural weaknesses, such as concentration risk, style drift, hidden overlap, recency bias, improper weightings, and inadequate downside protection.

• Convert portfolio insights into concise, actionable recommendations customized for each advisor’s platform, client base, philosophy, and business limitations.

• Provide advisors with portfolio narratives that can be utilized directly with clients and prospective clients.

• Develop and sustain referral relationships with wholesaler colleagues, qualify advisors for the program, and manage a dynamic pipeline of consulting opportunities.

⛳️ Requirements

• CFA, CIM, or an equivalent advanced investment designation is strongly preferred.

• A minimum of 5 years of experience in investment consulting, portfolio analytics, asset management, or a related investment-focused position.

• Comprehensive knowledge of modern portfolio theory, asset allocation, risk management, and fixed income across major asset classes.

• Strong understanding of mutual funds, ETFs, SMAs, model portfolios, and alternative investments.

• Demonstrated ability to translate portfolio analytics into clear, actionable recommendations.

• Exceptional communication, facilitation, and relationship-building abilities.

• High proficiency in Excel; experience with Morningstar, YCharts, Jacobi/Second Engine, or similar tools is considered an asset.

• Fully bilingual in French and English.

🏝️ Benefits

• Health coverage.

• Dental coverage.

• Mental health support.

• Vision insurance.

• Short- and long-term disability benefits.

• Life and AD&D insurance coverage.

• Adoption/surrogacy and wellness benefits.

• Employee/family assistance programs.

• Various retirement savings plans, including pension and a global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Generous paid time off program, which includes holidays, vacation, personal, and sick days.