Investment Consultant - Toronto
4 days ago
Job summary
The Investment Consultant is a client facing role responsible for delivering and presenting quarterly market reviews, investments reports and fund recommendations on group retirement savings programs to clients.+,+Responsibilities
+- Develop a plan for completion of quarterly investment reports and other projects.
- Determine team support needed to complete projects on time.
- Work with Consultant to understand and obtain data needed to complete report.
- Monitor client portfolios and ensure compliance with investment policy statements.
- Retrain existing clients through effective and professional service and support. ,+
- ,+
Client Service
+At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts serve over 20 thousand clients representing nearly three million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees members stakeholders.,
Job description
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