Consultant, Investment Consulting Practice (Winnipeg)

Consultant, Investment Consulting Practice (Winnipeg)

10 Aug
|
BMO Financial
|
Winnipeg

10 Aug

BMO Financial

Winnipeg

Consultant, Investment Consulting PracticeAugust 6, 2026Convyta Partners delivers high-quality administration and advisory services tailored to the needs of pension & benefits plans, endowments, foundations, Indigenous Trusts, and other investment entities across Canada. Our Investment Consulting Practice provides investment strategy, manager research, and governance advice to institutional asset owners across Canada.We work closely with the trustees, committees, boards, and other key decision-makers of long-term institutional asset owners, delivering practical, high-quality advice tailored to their unique needs.Our team brings together a range of investment professionals serving institutional clients across Canada, focused on helping them meet their long-term investment objectives.Convyta Partners is seeking an experienced investment professional to join our Investment Consulting Practice as a full-time Consultant, supporting our growing presence in the Prairies and other regions. This role includes supporting client relationships, contributing to investment projects, and helping grow our regional client base.Location:Prairies or Territories (Remote/Hybrid).Responsibilities will include:Support key client relationships in the Prairies, Ontario, and Northern CanadaParticipate in virtual and in-person client meetings and presentations (some travel required)Contribute to investment consulting projects and help ensure delivery of high-quality, timely adviceAssist in the preparation and review of client reports and presentations, including investment manager searches, asset mix analysis,



and performance monitoring reportsContribute to the growth of our client base and services in the regionCollaborate with colleagues across the firm and leverage internal resources effectivelyStay current on industry developments, investment trends, and regulatory changesCompetencies and Skills:Work Experience:6 to 10 years of experience in investment consulting, institutional asset management, or a related fieldDirect experience working with institutional investors, such as pension plans, endowments, foundations, and Indigenous TrustsUndergraduate degree in a relevant disciplineCFA charterholder or working towards the CFA charterKnowledge, Skills and Abilities:Solid knowledge of institutional investing, governance frameworks, and investment decision-making processesAbility to communicate complex ideas clearly, respond promptly and effectively to client needs, and build strong relationshipsProven project management skills, with the ability to manage multiple priorities and meet deadlinesCommitment to accountability, professionalism, and high-quality workWhat We Offer:Competitive compensation packageBonus program that rewards performance and contributions to the company's successThe opportunity to grow a regionally focused practice within a national firmA broad client base and exposure to diverse institutional investors and asset ownersA collaborative and entrepreneurial culture with access to experienced consultants and firm leadershipFocus on work-life balance and career satisfactionCandidates must be legally eligible to work in Canada.Convyta offers continuous growth and supports employees' personal and professional development.We thank everyone for their interest in this role at Convyta. Only the most suitable candidates will be contacted.#J-18808-Ljbffr

📌 Consultant, Investment Consulting Practice (Winnipeg)
🏢 BMO Financial
📍 Winnipeg

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