Client Onboarding & Delegated Solutions Lead (Hybrid, Toronto)

National African-American Insurance Association (NAAIA); Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A global consulting firm in Toronto is seeking a talented individual to join their Delegated Solutions team. The role focuses on client onboarding and investment advisory support, requiring strong communication skills and attention to detail. Candidates should have 3-5 years in the investment field and a relevant degree. This hybrid position offers professional development opportunities in an inclusive work culture.

Benefits

Professional development opportunities

Inclusive work culture

Flexible work environment

Qualifications

• Minimum three (3) to five (5) years of experience in the investment field with a focus on client onboarding and support.
• Understanding of paralegal work a plus.

Responsibilities

• Ensure client mandate and account documentation is completed accurately.
• Support delivery of investment advisory services to clients.
• Manage client relationships to strengthen long-term ties.

Skills

Excellent written and verbal communication skills

Attention to detail

Superior interpersonal skills

Ability to manage multiple projects

Bilingual in English and French

Education

Community college or Bachelor's degree

Job description

A global consulting firm in Toronto is seeking a talented individual to join their Delegated Solutions team. The role focuses on client onboarding and investment advisory support, requiring strong communication skills and attention to detail. Candidates should have 3-5 years in the investment field and a relevant degree. This hybrid position offers professional development opportunities in an inclusive work culture.