Senior Consultant - Wealth & Investment Management

Deloitte Canada; Toronto; Hybrid; CAD 72,000 - 138,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their team in Toronto. This role offers an exciting opportunity to engage with clients in the financial services sector, delivering exceptional service and developing strategic solutions to complex business challenges. The ideal candidate will possess strong analytical skills, critical thinking, and a proven ability to foster client relationships. With a focus on personal and professional growth, this position provides a hybrid work model and a comprehensive rewards package, including mental health support and flexible benefits. Join a team that values diversity and empowers you to shape your career path.

Benefits

Mental Health Support Benefits

Flexible Benefit Spending Account

Deloitte Days

Development and Innovation Days

Flexible Work Arrangements

Qualifications

• 3-5 years of experience in wealth management or financial advisory.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Deliver exceptional client service and manage client engagements.
• Develop high-performing teams through coaching and mentoring.

Skills

Critical Thinking

Complex Problem Solving

Analytical Abilities

Creative Thinking

Client Relationship Management

Team Leadership

Education

Bachelor's Degree

Master's Degree

Tools

Aladdin

Charles River

Sim Corp

FNZ

Job description

Job Type: Permanent

Work Model: Hybrid

Reference code: 129074

Primary Location: Toronto, ON

All Available Locations: Toronto, ON

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. Deloitte’s multi-disciplinary model enables our team to integrate our expertise and investments across disciplines to bring forth cross-functional insights and diverse perspectives.

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 or master’s degree with outstanding academic credentials and progressive and relevant consulting or industry experience.
• 3-5 years of relevant experience in wealth management, investment management, financial advisory, or supporting critical business or technology initiatives within the wealth and investment management sector.
• Ability to contribute to cross-functional teams through 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 providing service excellence, contributing to the quality of client deliverables, and effectively supporting 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 develop and present information to senior executives.

Total Rewards

The salary range for this position is $72,000 - $138,000, and individuals may be eligible to participate in our bonus program. 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. On top of our regular paid vacation days, some examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, firm-wide closures known as "Deloitte Days", dedicated days off for learning (known as Development and Innovation Days), flexible work arrangements and a hybrid work structure.

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.

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.

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.

Deloitte Canada has 20 offices with representation across most of the country. We acknowledge that Deloitte offices stand on traditional, treaty, and unceded territories in what is now known as Canada. We recognize that Indigenous Peoples have been the caretakers of this land since time immemorial.