Investment Consultant

People Corporation

Toronto, Canada
Competitive compensation; benefits: extended healt...
Cfa or cipm designation required
3-5 years investment consulting experience
Advanced excel and morningstar proficiency
The role involves developing quarterly investment reports and presenting fund recommendations for group retirement savings programs

Job Summary

  • The role involves developing quarterly investment reports and presenting fund recommendations for group retirement savings programs.
  • Candidates must possess strong analytical skills and a deep understanding of financial markets to monitor client portfolios effectively.
  • The company offers competitive compensation, health benefits, and assistance for completing industry designations.

Matching Summary

The role involves developing quarterly investment reports and presenting fund recommendations for group retirement savings programs.

Salary

Competitive compensation; Benefits: Extended health care, dental, retirement plan; Not specified

Skills & Requirements

Must-have

  • CFA or CIPM designation required
  • 3-5 years investment consulting experience
  • Advanced Excel and Morningstar proficiency
  • Strong analytical and research skills
  • Excellent presentation abilities

Nice-to-have

  • Experience with eVestment platform
  • Knowledge of ESG and target date funds
  • Ability to automate investment reporting
  • Collaborative team environment mindset

Key Requirements

  • CFA or CIPM designation
  • 3-5+ years in investment consulting
  • Proficiency in Morningstar and eVestment

Work Rights

Not specified

Tailored Resume

Cover Letter