Vp/director, Investment Solutions/portfolio Consulting

BlackRock

Toronto, Ontario, Canada
Base: cad$168,000.00 - cad$265,000.00; bonus/equit...
4d onsite
Cfa designation required
Strong excel and powerpoint skills
Public speaking and presentation delivery
The role involves servicing and growing strategic partnerships in the Canadian financial advisory market by delivering custom investment solutions

Job Summary

  • The role involves servicing and growing strategic partnerships in the Canadian financial advisory market by delivering custom investment solutions.
  • Employees are eligible for an annual discretionary bonus and comprehensive benefits including healthcare, retirement plans, and Flexible Time Off.
  • The position requires a hybrid work model where employees must work at least four days in the office per week to foster collaboration.

Matching Summary

The role involves servicing and growing strategic partnerships in the Canadian financial advisory market by delivering custom investment solutions.

Salary

Base: CAD$168,000.00 - CAD$265,000.00; Bonus/Equity: Annual discretionary bonus available; Benefits: Healthcare, leave benefits, retirement plan, tuition reimbursement, FTO

Skills & Requirements

Must-have

  • CFA designation required
  • Strong Excel and PowerPoint skills
  • Public speaking and presentation delivery
  • Deep understanding of ETFs and mutual funds
  • Client-facing portfolio analysis expertise

Nice-to-have

  • MBA degree preferred
  • Familiarity with Morningstar Direct or Bloomberg
  • Experience with Barra or Aladdin risk models
  • Strategic channel business development mindset
  • Team-first leadership approach

Key Requirements

  • CFA designation mandatory
  • Bachelor's degree in finance or economics
  • Advanced proficiency in Excel and PowerPoint
  • Experience with portfolio risk analytics tools

Work Rights

Not specified

Tailored Resume

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