Senior Investment Consultant

Eckler Ltd.; Vancouver; Hybrid; CAD 120,000 - 170,000; Full time

Job summary

A leading consulting firm is seeking a Senior Investment Consultant to provide expert investment advice to institutional clients across Canada. The role involves strategic asset allocation, portfolio design, and managing client relationships. Ideal candidates will have over 10 years of experience in the investment industry and strong analytical skills. The position offers a competitive salary and a collaborative work environment, with opportunities for growth and development.

Benefits

Collaborative atmosphere

Career growth opportunities

Competitive total rewards package

Hybrid work style

Qualifications

• 10+ years of investment industry related experience, preferably at a consulting firm.
• Familiarity with defined benefit, target benefit and defined contribution pension funds.

Responsibilities

• Provide investment advice to institutional clients.
• Manage consulting relationships and participate in investment strategy.
• Business development through RFPs and promoting thought leadership.

Skills

Communication

Project Management

Analytical Skills

Relationship Building

Investment Knowledge

Education

Undergraduate degree in finance, investment or math

CFA Program

Job description

Join to apply for the Senior Investment Consultant role at Eckler Ltd. / Eckler ltée

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Join to apply for the Senior Investment Consultant role at Eckler Ltd. / Eckler ltée

This range is provided by Eckler Ltd. / Eckler ltée. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$120,000.00/yr - CA$170,000.00/yr

At Eckler, we know it’s our people that make us great at what we do.

Our growing investment practice is looking for a talented, hardworking consultant to be based in our Vancouver or Alberta office, serving Eckler’s clients primarily in Western Canada, but also across the country.

To fulfill this role, we are looking for a Senior Candidate who will provide advice to fiduciaries of defined benefit, target benefit and defined contribution pension funds, endowments/foundations, First Nation Trusts, corporations and other institutional asset pools to make the best risk adjusted return decisions considering the liabilities and spending commitments that these assets support.

Roles and Responsibilities:

• Provide investment advice to a wide range of institutional clients such as policy formation, strategic asset allocation, and portfolio design
• Work with Eckler’s Modelling and Risk Management team to complete Asset Liability Studies
• Manage all aspects of assigned consulting relationships
• Participate in Eckler’s ongoing investment strategy and investment manager research
• Industry participation, including attending industry events and conferences as well as contributing to the industry through speaking engagements and written materials
• Business development by drafting, reviewing and responding to RFPs; building Eckler’s brand through promotion of thought leadership; sourcing new opportunities through industry participation and contacts

What we offer:

• Collaborative and engaging atmosphere
• Variety in work and ability to evolve and grow your career
• Working with colleagues across Canada and across multiple practice areas
• Opportunities to help build and evolve our practice
• Competitive total rewards package in terms of salary, bonus and benefits (commensurate with experience level)
• An entrepreneurial, collegial work environment
• Hybrid work style and dress for your day approach

What you offer:

• Comfortable presenting to Boards and senior leaders
• Excellent oral and written communication skills
• Ability to develop strong working relationships with both internal and external clients
• Strong project management skills combined with an ability and willingness to meet tight deadlines
• Strong investment analytical abilities
• Passion for investing
• 10+ years of investment industry related experience, preferably at a consulting firm
• Familiarity with the challenges faced by defined benefit, target benefit and defined contribution pension funds

Assets

• Undergraduate degree with finance, investment or a math focus
• Completion of the CFA program or similar preferred
• Experience or qualifications in financial risk management or actuarial science

Who we are:

Eckler is Canada’s largest independent actuarial consulting firm. Our purpose is to care and to do right by people so that together we can achieve a brighter, more secure future. Based in Canada and the Caribbean, we’re a team of committed and highly skilled professionals consulting in the areas of pension, retirement, financial wellness, investment, group benefits, insurance, compensation, communication, and technology consulting. Owned and operated by its active Principals, the company has earned a reputation for service continuity and high professional standards. Eckler is a founding member of Abelica Global – an international alliance of independent actuarial and consulting firms operating in over 20 countries.

At Eckler, we value diversity of all types. Our organization is made up of smart, collaborative, and thoughtful people with a wide range of backgrounds, skills, and experiences. We are committed to an inclusive, diverse, and accessible workplace and encourage all interested applicants to submit a cover letter and resume for consideration. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [e-mail].

We thank all applicants for their interest, but only those selected for the short list will be contacted.

www.eckler.ca

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Management, and Finance

• Industries

  Financial Services and Business Consulting and Services

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