Senior Investment Counsellor (Institutional Clients)

David Aplin Recruiting; Canada; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading independent investment management firm is seeking a Senior Investment Counsellor to enhance their Institutional Investment Team in Downtown Toronto. This role focuses on developing institutional relationships and understanding financial markets. Ideal candidates should have 5–10+ years in investment management, strong communication skills, and relevant qualifications. The position offers a competitive salary, performance bonus, and a hybrid work model.

Benefits

Competitive base salary

Annual performance bonus

Employer contributions to a Deferred Profit-Sharing Plan

Comprehensive medical, dental, life, and disability coverage

Collaborative culture with a strong client-first focus

Qualifications

• 5–10+ years of experience in institutional investment management, investment banking, consulting, or a related field.
• Excellent communication, presentation, and interpersonal skills.
• Proven ability to build and maintain long-term institutional client relationships.

Responsibilities

• Develop and expand relationships with institutional clients.
• Identify and pursue new business opportunities.
• Act as a trusted advisor on asset allocation and investment policy.
• Collaborate with portfolio management and compliance teams.
• Represent the firm at industry events and client meetings.

Skills

Building institutional client relationships

Financial market understanding

Communication skills

Self-starter mentality

Education

University degree in Finance, Economics, or related discipline

CFA charterholder or CIM designation

Job description

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Our client, a leading independent investment management firm, is looking for a Senior Investment Counsellor to join their expanding Institutional Investment Team in Downtown Toronto. This is an outstanding opportunity for a seasoned investment professional who thrives on developing institutional relationships, understands the dynamics of capital markets, and is eager to contribute to the firm’s continued growth across Ontario and Manitoba.

Benefits & Perks

• Competitive base salary plus annual performance bonus and commission on new business.
• Employer contributions to a Deferred Profit-Sharing Plan (DPSP).
• Comprehensive medical, dental, life, and disability coverage.
• Hybrid work model (Downtown Toronto office).
• Collaborative, ethical culture with a strong client‑first focus.

Responsibilities

• Develop and expand relationships with institutional clients, including pension funds, insurance companies, endowments, and investment consultants across Ontario and Manitoba.
• Identify and pursue new business opportunities, implementing targeted growth strategies to strengthen the firm’s institutional presence.
• Act as a trusted advisor—reviewing asset allocation, investment policy, and communicating the firm’s market outlook and portfolio positioning.
• Collaborate with portfolio management, client service, and compliance teams to ensure a seamless and high‑quality client experience.
• Represent the firm at industry events, conferences, and client meetings to enhance visibility and credibility.
• Maintain accurate records of client interactions and business development activities in CRM systems.

Qualifications

• 5–10+ years of experience in institutional investment management, investment banking, consulting, or a related field.
• Proven ability to build and maintain long‑term institutional client relationships.
• Strong understanding of financial markets, portfolio construction, and institutional investor needs.
• CFA charterholder and/or CIM designation (must meet OSC/AMF registration requirements).
• University degree in Finance, Economics, or related discipline (MBA/MS an asset).
• Excellent communication, presentation, and interpersonal skills.
• Self‑starter with high integrity, professionalism, and strong business development acumen.

At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.