Senior Consultant - Wealth & Asset Management

Sia Partners; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading consulting firm in Toronto is seeking a skilled consultant to join their team. You will manage client projects, deliver tailored solutions, and cultivate business opportunities. The ideal candidate has at least 3 years of experience in management consulting with a strong background in client-facing roles and excellent communication skills. Join a collaborative environment and contribute significantly to our client’s success.

Qualifications

• 3+ years of recent client-facing management consulting experience.
• Moderate knowledge and skill in consumer banking and payments.
• Training in project management.

Responsibilities

• Consult with clients on business challenges, including analysis and proposal services.
• Manage project teams and supervise client assignments.
• Prepare deliverables using various tools and methodologies.

Skills

Consulting Skills

Client management

Research and analysis

Communication

Project management

Business development

Interpersonal skills

Team collaboration

Education

Bachelor’s degree in Business or related field

Tools

PowerPoint

Excel

MS Project

Visio

Job description

Job description

Key Responsibilities :

1. Consulting Skills
2. Client delivery as part of an on-site or remote project team
3. Demonstrate the capacity to plan assigned work and identify priorities / interesting parties of the project / assignment, conducts regular points of progress
4. Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management
5. Manage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership
6. Perform simple and complex research and business analysis to solve customer business challenges / issues to present tailored solutions utilizing both quantitative and qualitative data
7. Utilize higher-level methodological concepts to prepare client deliverables using tools like PowerPoint, Excel, Access, MS Project and Visio, designing key project deliverables and supporting other consultants
8. Collaborate with internal and client project team members, and contribute to internal communications within the program team and with client groups
9. Provide status reports on progress, dependencies, issues, risks, and overall program health
10. Responsible for the work streams of complex projects and lead simple projects
11. Maintain program sites as repositories for all project information

Business Expertise Skills

1. Support practice development, thought leadership, and people development activities firmwide
2. Cultivate knowledge related to specific business challenges, issues, or deepen understanding within a sector and function domain
3. Share experiences related to business issues and demonstrate capacity for knowledge transfer amongst peers and junior staff
4. Support and contribute to Sia’s growing U.S. Wealth & Asset Management practice
5. Be a great teammate

Business Development Skills

1. Write business proposals and presentations independently
2. Identify, trace, and qualify new business opportunities
3. Relay information about new business activities and prospects to managers, teams, and leaders

People Management Skills

1. Supervise project teams internally and on client assignments
2. Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care, support, and employee wellbeing in management style

Qualifications

1. Bachelor’s degree, preferably in Business or a related field
2. 3+ years of recent client-facing management consulting experience
3. FS background preferred
4. Moderate knowledge and skill in consumer banking and payments
5. Training in project management
6. Experience supporting client interview sessions (note-taking, meeting minutes, scheduling)
7. Experience constructing executive presentations
8. Proven communication, interpersonal, and organizational skills
9. Supportive team player with relationship-building skills and knowledge sharing eagerness
10. Flexible, adaptable, and proactive in unstructured environments
11. Ability to transform domain knowledge into published content for Sia Partners Insights

Additional information

All your information will be kept confidential according to EEO guidelines.

Sia is an equal opportunity employer. All aspects of employment are based solely on performance, competence, conduct, or business needs.