Consultant - Wealth & Investment Management

Deloitte Canada; Toronto; Hybrid; CAD 57,000 - 102,000; Full time

Job summary

An established industry player seeks a dynamic consultant to drive high performance and deliver exceptional client service. This role involves managing client engagements, fostering trusted relationships, and contributing to proposal development. You will leverage your analytical and problem-solving skills to navigate complex business challenges in the financial services sector. With a commitment to inclusivity and diversity, this innovative firm offers a collaborative environment where your contributions will make a meaningful impact. If you're ready to advance your career and develop your skills, this opportunity is perfect for you.

Qualifications

• Bachelor’s degree with strong academic credentials and relevant consulting experience.
• Minimum 2 years in wealth management or financial advisory.

Responsibilities

• Deliver exceptional client service and drive high performance.
• Manage client engagements and develop recommendations.

Skills

Analytical Skills

Problem Solving

Critical Thinking

Creative Thinking

Client Relationship Management

Business Development

Education

Bachelor's Degree

Tools

Aladdin

Charles River

Sim Corp

FNZ

Job description

Date: Apr 24, 2025

Job Type: Permanent

Work Model: Hybrid

Reference code: 129077

Primary Location: Toronto, ON

All Available Locations: Toronto, ON

Our Purpose

At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future. Our work underpins a prosperous society where people can find meaning and opportunity.

About the team

Deloitte is a global leader in serving the financial services industry. We have a thorough understanding of North American financial institutions’ priorities and pain points, and act as a trusted advisor to clients across a wide breadth of sectors including banking, investment management, and wealth management.

What will your typical day look like?

• Deliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across stakeholders and businesses.
• Manage the overall client engagement by identifying and addressing client needs and business challenges, conduct interviews and facilitate workshops, manage day-to-day interactions with clients and internal stakeholders, and developing the recommendations to address clients’ business and technology challenges.
• Nurture and develop trusted client relationships and developing your reputation as a trusted advisor.
• Lead aspects of the proposal development cycle; contribute to the development of proposal technical content, sales presentation, market positioning, and proposal presentations, and assisting in business development activities.
• Participate in the development of market-valued intellectual capital and perspectives in the financial services domain; contribute to the development of methodologies and market assets.
• Develop high-performing teams by providing coaching and mentoring to junior practitioners.

Enough about us, let’s talk about you

• Bachelor’s degree with strong academic credentials and relevant consulting or industry experience.
• Minimum 2 years of relevant experience in wealth management, investment management, financial advisory, or supporting business or technology initiatives within the wealth and investment management sector.
• Ability to support cross-functional teams through strategy, transformation, or delivery engagements to produce high-quality deliverables and outcomes for clients.
• Strong intellectual horsepower, including critical thinking skills, problem solving, analytical abilities, and the capacity for creative thinking.
• Additional consideration provided to individuals with knowledge of investment products, portfolio management, financial planning, regulatory requirements within the wealth management industry, or platforms such as Aladdin, Charles River, Sim Corp, and FNZ.
• Experience contributing to service excellence, supporting the quality of client deliverables, and assisting teams and day-to-day relationships to ensure strong performance.
• Strong analytical skills and creative problem-solving skills, flexibility to thrive in an ever-changing environment, and a “get it done” attitude.
• Ability to assist in developing and presenting information to senior executives.

Total Rewards

The salary range for this position is $57,000 - $102,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people.

Our promise to our people

Deloitte is where potential comes to life. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.

The next step is yours

At Deloitte, we are all about doing business inclusively – that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada.