Director, Institutional Client Management - Hybrid, Canada

Fidelity International; Toronto; Hybrid; CAD 100,000 - 130,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Director of Institutional Client Management. This role involves managing client relationships, conducting investment reviews, and ensuring comprehensive reporting. Candidates should have at least 8 years of financial services experience, a relevant degree, and be bilingual in French and English. The position offers a competitive compensation package and a flexible hybrid schedule.

Benefits

Competitive total compensation package

Opportunity to participate in profit-sharing

Health coverage with no premiums

Tuition reimbursement

Generous time-off policy

Qualifications

• Minimum 8 years of experience in the financial services industry.
• Previous experience as a Fund Analyst or similar technical role.
• Proven success in managing institutional relationships.

Responsibilities

• Manage investment servicing and client relationships.
• Conduct investment review meetings with clients.
• Ensure timely and accurate reporting for clients.

Skills

Bilingual proficiency in French and English

Strong investment management knowledge

Account management skills

Client-centric focus

Knowledge of CAP or DC market in Canada

Education

4-year university degree in commerce, business, finance or economics

MBA, MSc (Finance), CFA or equivalent

Job description

A leading financial services firm in Toronto is seeking a Director of Institutional Client Management. This role involves managing client relationships, conducting investment reviews, and ensuring comprehensive reporting. Candidates should have at least 8 years of financial services experience, a relevant degree, and be bilingual in French and English. The position offers a competitive compensation package and a flexible hybrid schedule.