Bilingual Director, Institutional Client Management

Fidelity Canada; Toronto; Hybrid; CAD 150,000 - 200,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Director of Institutional Client Management. This role demands bilingual proficiency in French and English, with a focus on maintaining client relationships and conducting investment reviews. The successful candidate will have at least 8 years of experience in the financial sector, along with a strong expertise in investment management. The position offers a competitive compensation package and a hybrid working schedule.

Benefits

Competitive total compensation package

Profit-sharing program

Health benefits without employee paid premiums

Health Care Spending Account

Up to $650 for home office equipment

Generous time off policy

Tuition reimbursement

Qualifications

• A minimum of 8 years of experience in the financial services industry.
• Previous registration with relevant securities commissions preferred.
• Experience in the CAP or DC market in Canada is strongly desired.

Responsibilities

• Maintain relationships with clients and investment consultants.
• Conduct investment review meetings with clients.
• Ensure timely reporting and manage ad hoc requests.

Skills

Bilingual proficiency in French and English

Investment management knowledge

Client-centric focus

Account management skills

Communication skills

Education

4-year University Degree in commerce, business, finance or economics

MBA, MSc (Finance), CFA or equivalent experience

Job description

A leading financial services firm in Toronto is seeking a Director of Institutional Client Management. This role demands bilingual proficiency in French and English, with a focus on maintaining client relationships and conducting investment reviews. The successful candidate will have at least 8 years of experience in the financial sector, along with a strong expertise in investment management. The position offers a competitive compensation package and a hybrid working schedule.