Senior Consultant (Alberta)

Senior Consultant (Alberta)

08 Aug
|
Socket.dev
|
Alberta

08 Aug

Socket.dev

Alberta

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. 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 Senior Consultant plays a key role in delivering high quality investment consulting services to institutional clients, including pension plans, endowments, and other fiduciaries. Working closely with Principals and Partners, as well as junior Analysts, the Senior Consultant supports client relationships, contributes to investment analysis and recommendations, and takes increasing ownership of client deliverables and projects.
This role is suited to a professional with strong analytical capability, sound investment knowledge, and demonstrated experience working with institutional investment programs who is ready to deepen their consulting expertise and client exposure.

Role Overview
The Senior Consultant plays a key role in delivering high‑quality investment consulting services to institutional clients, including pension plans, endowments, and other fiduciaries. Working closely with Principals and Partners, as well as junior Analysts, the Senior Consultant supports client relationships, contributes to investment analysis and recommendations, and takes increasing ownership of client deliverables and projects.

This role is suited to a professional with strong analytical capability, sound investment knowledge, and demonstrated experience working with institutional investment programs who is ready to deepen their consulting expertise and client exposure.

Key Responsibilities
Support ongoing client relationships by contributing to meeting preparation, materials, and follow‑up
Participate in client meetings and, over time,



present analysis and recommendations alongside senior team members
Conduct investment performance analysis, risk analysis, and peer benchmarking across asset classes, investment policy reviews, asset allocation studies, and portfolio structure analysis
Participate in investment research, assisting with investment manager searches, ongoing monitoring, including qualitative and quantitative assessments, documentation, and maintenance of internal databases
Draft clear, concise client reports and presentations tailored to audience sophistication
Review work prepared by Analysts for accuracy, consistency, and relevance
Manage assigned workstreams within client engagements and special projects
Coordinate with colleagues across investment consulting, actuarial, and broader consulting teams when applicable
Continue developing investment and consulting expertise through formal training and practical experience
Stay current on capital markets, manager trends, governance practices, and regulatory considerations
Contribute to internal initiatives, thought leadership, and process improvement efforts

Qualifications & Experience
Bachelor’s degree in Finance, Business, Economics, Mathematics, Statistics, Actuarial Science, or related field
Typically :10 years of experience in investment consulting, asset management, pension consulting, or a related institutional investment role
Solid understanding of institutional investment portfolios, asset classes, and performance measurement
Progress toward, or completion of, a professional designation such as CFA is an asset
Experience working with pension plans, endowments, or fiduciary investment arrangements is an asset

Skills & Competencies




Strong analytical and problem‑solving skills with attention to detail
Ability to synthesize complex investment information into clear, decision‑useful insights
Professional communication skills — written and verbal — with developing confidence presenting to clients
Strong organizational skills and ability to manage multiple priorities effectively
Collaborative mindset with a willingness to learn and mentor junior colleagues

A Bit About Us
We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do valuable. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.

Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.

Industry note: 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.

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📌 Senior Consultant (Alberta)
🏢 Socket.dev
📍 Alberta

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