Manager - Wealth & Investment Management

Deloitte Canada; Toronto; Hybrid; CAD 84,000 - 175,000; Full time

Job summary

An established industry player is seeking a dynamic professional to join their team in Toronto. This role involves delivering exceptional client service, managing client engagements, and fostering collaboration across stakeholders. The ideal candidate will possess a strong background in wealth management or financial advisory, with a focus on leading cross-functional teams and developing trusted client relationships. With opportunities for mentoring and professional growth, this position offers a chance to make a significant impact while working within a supportive and inclusive environment. If you are passionate about driving results and developing innovative solutions, this is the perfect opportunity for you.

Benefits

Flexible working options

Professional development opportunities

Diverse and inclusive workplace

Competitive salary and bonus program

Qualifications

• 5+ years of experience in wealth management or financial advisory.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Deliver exceptional client service and manage overall client engagement.
• Nurture trusted client relationships and lead proposal development.

Skills

Consulting

Client Engagement

Problem Solving

Analytical Skills

Team Leadership

Communication

Education

Bachelor's Degree

Master's Degree

Tools

Aladdin

Charles River

Sim Corp

FNZ

Job description

Date: Apr 24, 2025

Job Type: Permanent

Work Model: Hybrid

Reference code: 129070

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. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future.

By living our Purpose, we will make an impact that matters.

• Have many careers in one Firm.
• Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
• Learn from deep subject matter experts through mentoring and on-the-job coaching.

About the team

At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge.

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, conducting interviews and facilitating workshops, managing 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 develop 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 assist in business development activities.
• Participate in the development of market-valued intellectual capital and perspectives in the wealth and investment management 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 or master’s degree with outstanding academic credentials and progressive and relevant consulting or industry experience.
• Minimum 5+ years of relevant experience in wealth management, investment management, financial advisory, or leading critical business or technology initiatives within the wealth and investment management sector.
• Ability to lead cross-functional teams through large-scale strategy, transformation, or delivery engagements to produce exceptional deliverables and outcomes for clients.
• Strong intellectual horsepower, including critical thinking skills, complex problem solving, analytical abilities, and the capacity for creative thinking.
• Additional consideration provided to individuals with strong 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 leading teams to provide service excellence, overseeing the quality of client deliverables, and effectively managing teams and day-to-day relationships to ensure exceptional 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 storyboard, develop, and present information to senior executives.

Total Rewards

The salary range for this position is $84,000 - $175,000, 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. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.

Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization.

Our promise to our people: Deloitte is where potential comes to life.

Be yourself, and more.

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.

You shape how we make impact.

Diverse perspectives and life experiences make us better. Whoever you are and wherever you’re from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute.

Be the leader you want to be

Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.

Have as many careers as you want.

We are uniquely able to offer you new challenges and roles – and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.

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.

We encourage you to connect with us at [e-mail] if you require an accommodation for the recruitment process or [e-mail] for any questions relating to careers for Indigenous peoples at Deloitte.

By applying to this job you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.