Investment Consultant at Eckler LTD.

, , -

Full Time

Start Date

Immediate

Expiry Date

01 Jan, 26

Salary

0.0

Posted On

03 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advice, Client Relationship Management, Project Management, Oral Communication, Written Communication, Analytical Abilities, Presentation Skills, Research Skills, Collaboration, Strategic Asset Allocation, Performance Monitoring, Policy Development, Industry Participation, Passion for Investing

Industry

Financial Services

Description

At Eckler, we know it’s our people that make us great at what we do. Our growing investment practice is looking for a talented, hardworking Consultant to be based in our Toronto office, serving Eckler’s clients primarily in Ontario, but also across the country. With a commitment to excellence and a research-driven approach, we empower institutional investors to make informed decisions that optimize their investment portfolios. You will support the lead Consultant on a range of existing client relationships as part of our ongoing succession management, while also developing your unique areas of client and research expertise. Role and Responsibilities: * Provide investment advice to a wide range of institutional clients such as policy formation, strategic asset allocation, and portfolio design * Peer review and finalize client performance monitoring reports, manager searches and other client-specific reports * Develop and maintain client investment policies and related governance documents * Collaborate with our Modelling team to provide strategic asset allocation reviews and recommendations * Assist in managing all aspects of client relationships and develop the capacity to lead on these, as needed * Participate in Eckler’s ongoing investment strategy and investment manager research * Industry participation, including attending industry events and conferences as well as contributing to the industry through speaking engagements and written materials What we offer: * Collaborative and engaging atmosphere * Variety in work and ability to evolve and grow your career * Working with colleagues across Canada and across multiple practice areas * Opportunities to help grow and evolve our practice * Competitive total rewards package in terms of salary, bonus and benefits (commensurate with experience level) * An entrepreneurial, collegial work environment * Hybrid work style and dress for your day approach What you offer: * Comfortable presenting to Investment Committees and senior leaders * Excellent oral and written communication skills * Ability to develop strong working relationships with both internal and external clients * Strong project management skills combined with an ability and willingness to meet tight deadlines * Strong investment analytical abilities * Passion for investing * 4+ years of investment industry related experience, preferably at a consulting firm * Familiarity with the investment challenges faced by insurance companies * Undergraduate degree with finance, investment or a math focus * Completed Level 2-CFA/CFP, enrolled in Level 3, or close to obtaining FSA, FCIA or FIA designation Who we are: Eckler is Canada’s largest independent actuarial and investment consulting firm. Our purpose is to care and to do right by people so that together we can achieve a brighter, more secure future. Based in Canada and the Caribbean, we’re a team of committed and highly skilled professionals consulting in the areas of pension, retirement, financial wellness, investment, group benefits, insurance, compensation, communication, and technology consulting. Owned and operated by its active Principals, the company has earned a reputation for service continuity and high professional standards. Eckler is a founding member of Abelica Global – an international alliance of independent actuarial and consulting firms operating in over 20 countries. At Eckler, we value diversity of all types. Our organization is made up of smart, collaborative, and thoughtful people with a wide range of backgrounds, skills, and experiences. We are committed to an inclusive, diverse, and accessible workplace and encourage all interested applicants to submit a cover letter and resume for consideration. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to careers@eckler.ca. We thank all applicants for their interest, but only those selected for the short list will be contacted. www.eckler.ca [http://www.eckler.ca/]

Responsibilities

Provide investment advice to institutional clients and support the lead Consultant on client relationships. Collaborate with teams to develop investment policies and participate in ongoing investment strategy research.