Chief Investment Officer

Ontario Public Service Leadership | Leadership dans la fonction publique de l’Ontario; Toronto; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Chief Investment Officer to lead strategic investment and financial planning services. This role involves managing substantial assets while fostering a collaborative team environment. You'll implement tailored investment strategies, build relationships with financial institutions, and provide expert advice on financial matters. If you're passionate about making a meaningful impact and thrive in a diverse, inclusive setting, this opportunity is perfect for you. Join a purpose-driven organization that values your contributions and supports your career growth.

Benefits

Defined-benefit pension plan

Comprehensive benefits

Flexible work arrangements

Employee assistance programs

Vacation and leave options

Qualifications

• CFA designation or equivalent experience in investments required.
• Strong leadership and management skills to inspire teams.

Responsibilities

• Shape and deliver strategic investment services managing over $3 billion.
• Foster a high-performing team culture and mentor staff.

Skills

Leadership Skills

Investment Management

Financial Planning

Communication Skills

Analytical Skills

Problem-Solving Skills

Education

Chartered Financial Analyst (CFA)

Equivalent Education in Investments

Tools

Financial Information Systems

Job description

Grow Your Career. Support Ontario's Most Vulnerable.

Are you a finance professional with a passion for investment management and making a meaningful impact? If you are a Certified Financial Analyst (CFA) or have extensive experience in investments and financial planning, the Office of the Public Guardian and Trustee (OPGT) is looking for you.

At OPGT, we protect the financial, legal, and personal interests of individuals who are unable to do so themselves and who may have no one else to turn to. Through careful financial stewardship and compassionate service, we help ensure the dignity, security, and well-being of some of Ontario's most vulnerable people.

Join us as we deliver essential investment services that make a real difference in people's lives, while building a rewarding and purpose-driven career.

The Ontario Public Service: Strengthening Ontario, together.

A career in the Ontario Public Service is driven by a passion for creating a stronger Ontario. If you share this ambition, we are fostering a diverse, equitable, and inclusive workplace where employees have the tools and opportunities they need to be fulfilled and inspired to move Ontario forward. Our leaders enjoy:

• Purpose-driven culture: Be part of a dynamic leadership team dedicated to serving 15 million Ontarians. Your leadership will drive long-term impact and contribute to public service excellence.
• Empowering work environment: Thrive in an inclusive and diverse workplace that reflects the population we serve. Enjoy a culture of holistic well-being, flexibility, and safety, with tailored work arrangements to suit your life stage. Our modern, friendly, and accessible workplaces support you in bringing your authentic self to work and exploring your full potential.
• Expansive leadership opportunities: Benefit from endless growth opportunities, mentorship, and the chance to lead across various sectors. In the Ontario Public Service, your leadership journey can span multiple ministries and functions.
• Recognition and Rewards: Your efforts will be recognized both formally and informally, ensuring you feel valued and supported. We offer competitive salaries with performance-based pay, a defined-benefit pension plan, and comprehensive benefits that support your holistic wellness. Enjoy a range of vacation and leave options, along with access to employee and family assistance programs and inclusive counselling services.

About the job

At the Ontario Public Service, we hold our leaders to the highest standards, expecting them to embody authenticity, accountability, and courage in every action and decision. As a leader, you'll be at the forefront of creating a dynamic work environment that sparks innovation, fosters collaboration, and champions inclusivity. We value a diverse, anti-racist, and accessible workplace where everyone feels safe and respected. By embracing these values, you'll help build a vibrant team culture where every individual can thrive. Your leadership will inspire and motivate your team to achieve their best, aligning their efforts with our strategic vision.

As the Chief Investment Officer, you will play a key role in shaping and delivering strategic investment and financial planning services for client accounts, managing over $3 billion in assets. To succeed in this role, you will:

• Foster a collaborative, respectful, and high-performing team culture by actively engaging your team, coaching and mentoring staff at all levels, and supporting their growth and development to ensure continued excellence in client service and investment management.
• Develop, implement, and maintain investment policies and financial plans tailored to diverse client needs.
• Build and maintain strong relationships with investment managers, brokers, custodians, and financial institutions.
• Review and approve financial plans developed by your team, including those involving internal investment products, and oversee their successful implementation.
• Lead procurement processes and negotiate service agreements that deliver value, quality, and strong outcomes.
• Monitor changing market conditions and adjust investment strategies to meet evolving client needs.
• Provide expert advice on financial planning, trust accounting, and tax matters.
• Share your expertise by delivering investment and tax-related training to strengthen organizational knowledge and capacity.

Meet Your New Team

You will be supported and guided by Adesh Ramganesh, Chief Financial Officer. An energetic and transformational leader, Adesh fosters a culture of transparency, accountability, and empowerment. Adesh is a problem solver who includes a “do the right thing” approach to decision making. Adesh is an active contributor to diversity and inclusion in the workplace. The ability to adapt to a rapidly changing environment and a dedication to a collaborative and respectful workplace are key to success. Adesh is also a nature lover who loves to travel!

You will work with a team of eight dedicated and skilled financial professionals. Our team reflects a range of diverse backgrounds and perspectives. We value inclusivity, mutual respect, and the pursuit of excellence in everything we do.

Ready to Make an Impact?

If you are ready to use your investment expertise to help others, thrive in a people-centered environment, and want to grow your career with purpose, we encourage you to apply.

Please Note

This position requires the successful candidate to work from the Toronto office at least three days a week as part of a regular hybrid work schedule (subject to change).

Interviews for this position will be conducted in person. We are committed to accessibility and inclusion in our recruitment process. If you require any accommodations to fully participate in the interview, please let us know, and we will work with you to meet your needs.

What you bring to the team

Strategic Leadership and Management Skills

• Demonstrated the leadership behaviours, attributes and mindsets for leaders, across the organization, to lead the OPS into the future and deliver our vision.
• Experience in inspiring, engaging, motivating, developing, and mentoring professional staff.
• A track record of fostering an environment of continuous improvement, creativity, and excellence.
• A collaborative leadership style that embraces inclusion and diversity.
• A hands-on leadership approach, modeling best practices and supporting team success.

Investment and Financial Planning Expertise

• Chartered Financial Analyst (CFA) designation or an equivalent combination of education and practical experience in investments.
• In-depth knowledge of investment products, portfolio management, financial planning, and market analysis.
• Experience in developing and implementing customized financial plans and investment strategies for individuals or institutions.
• Knowledge of financial, administrative, and procurement policies and directives to manage fiscal and material resources.
• Proficiency with financial information and processing systems to oversee large volumes of investment transactions and data.
• Skills in conducting investment research, providing strategic recommendations, and implementing process improvements for portfolio management.

Communication, Interpersonal, and Problem-Solving Skills

• Experience in interacting with and providing services to vulnerable individuals with professionalism, empathy, and respect.
• Strong communication skills to explain investment strategies clearly to clients, stakeholders, and team members.
• Relationship-building skills to maintain collaborative partnerships with financial institutions and service providers.
• Professionalism and diplomacy in navigating negotiations and discussions.
• Analytical skills to identify and assess problems and recommend effective solutions.
• Organizational skills to manage caseload assignments through analysis of historical data and workload optimization.

Operational Excellence and Organizational Development

• Knowledge of financial, administrative, and procurement policies and directives to effectively plan and manage resources.
• Understanding of legislation governing the control, management, and investment of funds and assets, with the ability to liaise effectively with the Canada Revenue Agency (CRA) on tax matters.
• Expertise in project management principles and methodologies to guide the successful delivery of mandates and strategies.
• Risk management knowledge to identify and mitigate service delivery risks.
• Human resources knowledge to support organizational capacity building, including succession planning, talent management, organizational and job design, and labour relations management.

Don't meet every qualification?

If you are excited about this position and meet most, but not all, of the listed qualifications, please still consider applying. We recognize that no one person might have every qualification in this job ad, and you just might be the right candidate!

Apply by: Wednesday, May 21, 2025 11:59 pm EDT