Fixed Income Solutions Consultant - Toronto

Cidel; Toronto; Hybrid; CAD 85,000 - 110,000; Full time

Job summary

Cidel Asset Management is seeking an Advisor Solutions Consultant to join the Lorica team in Toronto. The role focuses on supporting investment advisors with Lorica’s fixed income SMA platform, blending technical guidance with strategic sales activities.

We are targeting candidates with 3–7 years of experience in Canadian financial services, a university degree, and strong communication skills. The position offers a hybrid presence in Toronto, with increasing travel as the role evolves toward

Qualifications

• University degree required.
• 3–5+ years in investment wholesaling or advisor-facing role in Canadian financial services.
• Proficiency courses (CSC, CPH, CIM or CFA progress) preferred.
• French language skills are an asset.

Responsibilities

• Serve as a technical and sales resource for investment advisors, focusing on Lorica fixed income SMA platform.
• Engage with advisor teams to demonstrate portfolio fit and drive retention and growth.
• Lead meetings with existing clients and meet with prospective advisors at approved firms.
• Build relationships with key advisor teams at major dealer networks and boutiques.

Skills

Advisor engagement

Relationship management

Effective communication

Education

University degree

Job description

Cidel Asset Management is seeking an Advisor Solutions Consultant to join the Lorica team in Toronto. The role focuses on supporting investment advisors with Lorica’s fixed income SMA platform, blending technical guidance with strategic sales activities.

We are targeting candidates with 3–7 years of experience in Canadian financial services, a university degree, and strong communication skills. The position offers a hybrid presence in Toronto, with increasing travel as the role evolves toward