Jobs
>
Toronto

    Associate Investment Consultant - Toronto, Canada - LifeWorks Inc.

    LifeWorks Inc.
    LifeWorks Inc. Toronto, Canada

    1 week ago

    Default job background
    Full time
    Description
    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

    The Investment and Risk (I&R) practice, a part of the Retirement Solutions line of business, has been providing traditional investment consulting services to our clients for over 30 years, spanning investment strategy, asset allocation, investment manager selection, and performance monitoring. The practice has also become an industry leader in pension risk management (asset-liability modelling) and pension risk transfer consulting. In 2012, we launched TELUS Health Investment Management to provide implemented investment and risk management solutions (OCIO).

    Reporting to Principal in the Investment and Risk (I&R) Practice, the candidate will be active in providing investment and risk consulting services to clients of TELUS Health and supporting business development activities.

    Responsibilities:

    Provide a full range of investment and risk consulting services to clients including the following:
    • Giving advice on the appropriateness of the fund structure and strategic asset mix.
    • Attending client meetings and delivering performance monitoring reports, including providing critical analysis and insight into an investment manager's performance with independent review and intelligent probing questions of a manager's presentation.
    • Attending client meetings and delivering dashboards and asset-liability study reports, including providing insights based on clients' objectives and various risk and return metrics.
    • Undertaking manager searches on behalf of a client including the ability to identify the triggers that might prompt a manager review.
    • Providing critical review of a fund's Statement of Investment Policies and Procedures including advice on optimal governance structures as it relates to investing.
    • Educating clients on industry developments and various topics such as investment and risk management trends, manager styles, and investment products.
    • Developing creative and cost-effective solutions to meet client needs.
    • Maintaining and developing excellent client's relationships
    • Delivering presentations at conferences or workshops on topical matters related to pension fund investing and/or pension risk management.
    Other responsibilities:
    • Providing peer review of work completed by others, ensuring adherence to technical, professional, and ethical standards.
    • Acting as a resource of broad-based investment and risk management knowledge to colleagues in other practice areas.
    • Participating in the development of proposals.
    • Performing investment market research and intellectual capital production for the development of marketing material; and
    • Managing special projects as required.
    Succeeding as an Investment and Risk Consultant will require the following core qualifications and skills:
    • Bachelor's degree is required, preferably in actuarial science, business, finance or economics (or related courses in investments)
    • In process of completed Chartered Financial Analyst (CFA) designation or Fellow of the Canadian Institute of Actuaries (FCIA) designation, or candidate to one/both of the programs.
    • Minimum of 4-7 years of relevant industry experience.
    • Knowledge of the investment process for institutional investment programs, including defined benefit pension plans, defined contribution pension plans, shared risk pension plans, other CAP arrangements, endowments and foundations.
    • Excellent communication and presentation skills, both orally and written.
    • Intellectual curiosity about financial markets and institutional investing.
    • Ability to explain sophisticated investment concepts.
    • Ability to work collaboratively as a key member of a team and independently with minimum supervision; Proven ability to prioritize competing requirements and deadlines under pressure.
    • Be enthusiastic and proactive.
    • Strong Knowledge of institutional investment managers and experience in manager due diligence.
    Where permitted by law, company employees must be fully immunized to access a TELUS Health office or customer premises.

    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

    By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies' Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.
  • WTW

    Investment Consultant

    1 week ago

    WTW Toronto, Canada

    As a Senior Associate on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: se ...

  • Aon

    Investment Consultant

    1 week ago

    Aon Toronto, Canada

    **Job Description**: · Are you an investment advisor who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you - we present you the role of Investment Consultant at Aon · - This is a ...

  • Aon Corporation

    Investment Consultant

    5 days ago

    Aon Corporation Toronto, Canada

    Posting Description: · Are you an investment advisor who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you - we present you the role of Investment Consultant at Aon · This is a hy ...

  • Willis Towers Watson

    Investment Consultant

    5 days ago

    Willis Towers Watson Toronto, Canada

    Investment Consultant · - Toronto, CA · June 08, 2023 · As a Senior Associate on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit an ...

  • People Corporation

    Investment Consultant

    1 week ago

    People Corporation Toronto, Canada

    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 and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customiz ...

  • WTW

    Investment Consultant

    1 week ago

    WTW Toronto, Canada

    As a Senior Associate on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: se ...

  • Canada Life Assurance Company

    Investment Fund Consultant

    1 day ago

    Canada Life Assurance Company Toronto, Canada

    **Job Description**: · We are looking for a · **_Investment Fund Consultant_** · The Investment Funds team within Wealth Solutions is responsible for ensuring Canada Life Wealth Platforms meet the needs and various goals of our clients and are industry leading. As part of the Inv ...

  • Gallagher

    Associate, Investment Consulting

    2 days ago

    Gallagher Toronto, Canada

    About Us: · Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, an ...

  • Canada Life Assurance Company

    Investment & Retirement Consultant

    1 day ago

    Canada Life Assurance Company Toronto, Canada

    **Job Description**: · Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets a ...

  • Scotiabank

    Investment Field Consultant

    1 week ago

    Scotiabank Toronto, Canada

    Requisition ID: 183137 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As an **Investment Field Consultant,** you will contribute to the success of Scotia Securities Inc by executing sales strategies within assigned terri ...

  • LifeWorks

    Investment Consulting Internship

    2 days ago

    LifeWorks Toronto, Canada InternshipSHIP

    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical ...

  • Aon Corporation

    Associate Partner-investment Consulting

    1 week ago

    Aon Corporation Toronto, Canada

    Posting Description: · **Associate Partner, Investment Consulting**: · Are you an investment advisory leader who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you - we present you ...

  • Canada Life Assurance Company

    Investment & Retirement Consultant - Bilingual

    4 days ago

    Canada Life Assurance Company Toronto, Canada

    **Job Description**: · We are looking for a bilingual Investment & Retirement Consultant. · Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or hav ...

  • Musa Suleman Management Consultants

    Investment Consultant

    1 week ago

    Musa Suleman Management Consultants Etobicoke, Canada

    Education: Bachelor's degree · - Experience: Experience an asset · **Tasks**: · - Collect financial and investment information about companies, stocks, bonds and other investments · - Examine and analyze financial and investment information (profiles of companies, stock or bond p ...

  • Arup

    Graduate Sustainable Investment Advisory Consultant

    5 days ago

    Arup Toronto, Canada

    **A Future with purpose** · At Arup we're dedicated to sustainable development and to do socially useful work that has meaning. Our purpose, shared values and collaborative approach has set us apart for over 75 years, guiding how we shape a better world. · We solve the world's mo ...

  • ADD CANADA TORONTO INC

    Investment Consultant

    1 week ago

    ADD CANADA TORONTO INC Scarborough, Canada

    Education: Bachelor's degree · - Experience: 3 years to less than 5 years · - or equivalent experience · **Tasks**: · - Collect financial and investment information about companies, stocks, bonds and other investments · - Prepare company, industry and economic outlooks, analytica ...

  • Aon Corporation

    Early Careers: Intern Analyst, Investment Consulting

    4 days ago

    Aon Corporation Toronto, Canada

    Posting Description: · **Intern Analyst, Investment Consulting - Fall 2023**: · Does a dynamic, fast paced learning environment motivate you every day? Aon is looking for an Intern Analyst, Investment Consulting in Toronto · This is a hybrid role with the flexibility to work both ...

  • AimStar Capital Group Inc.

    Investment Consultant

    1 week ago

    AimStar Capital Group Inc. Markham, Canada

    **About AimStar** · AimStar Capital Group Inc. is a full-service retail securities dealer based in Ontario. We provide the advisors with a platform where they can continue their practice in a welcoming and supportive environment. Our advisors have access to a complete offering of ...

  • Gallagher

    Associate, Investment Consulting

    3 days ago

    Gallagher Toronto, Canada

    About Us: Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and ...

  • Gallagher

    Associate, Investment Consulting

    2 days ago

    Gallagher Toronto, Canada Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employe ...