Senior Investment Consultant & Client Solutions Lead

Hub International Insurance; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading insurance firm in Toronto is seeking a Consultant to manage client relationships, develop tailored solutions, and lead various projects. The ideal candidate will have at least five years of experience in investment consulting or a related field, with a strong background in financial services and advanced analytical skills. Join a dynamic environment where your contributions are valued and professional growth is encouraged.

Qualifications

• Five or more years of experience working in investment consulting or a related field.
• Strong knowledge of investment strategies and financial markets.
• Proficiency in investment analysis software.

Responsibilities

• Lead and manage client relationships and develop tailored solutions.
• Prepare and present reports and recommendations to clients.
• Independently manage projects and coordinate with team members.

Skills

Sales Experience

Financial Services

Relationship Management

Investment Experience

Customer relationship management

Education

Bachelor's Degree in Finance, Economics, or Business Administration

Master's degree (e.g. MBA, MFin)

Tools

eVestment

Morningstar Direct

Microsoft Office Suite

Job description

A leading insurance firm in Toronto is seeking a Consultant to manage client relationships, develop tailored solutions, and lead various projects. The ideal candidate will have at least five years of experience in investment consulting or a related field, with a strong background in financial services and advanced analytical skills. Join a dynamic environment where your contributions are valued and professional growth is encouraged.