15 Aug
|
Mercer
|
Toronto
Join Mercer's Investment Consulting team as a Senior Institutional Investment Consultant in Toronto, thriving in a hybrid work workplace. Deliver exceptional investment advice and strategies for Endowment, Foundation, and Family Office clients.
In this pivotal role, you will leverage at least 10 years of experience in investment consulting, focusing on client relationships and strategic investment recommendations. Your expertise will guide clients in determining investment objectives and policies while expanding Mercer's Investment Consulting services. This position offers prospects to enhance financial security and contribute to meaningful outcomes for diverse clients.
Key Responsibilities
Provide tailored investment advice for client objectives
Create and evaluate investment strategies for large clients
Lead marketing efforts within Endowment and Foundation segments
Foster relationships through presentations and RFPs
Supervise and mentor project team members
Requirements
Bachelor’s degree in finance, business, or economics
Minimum 10 years in investment consulting or relationship management
Robust knowledge of financial markets and investment industry
CFA or FICA certification is a plus
Excellent analytical and communication skills
Drive investment excellence, client satisfaction, and impactful strategies by joining Mercer’s experienced team in Toronto.
📌 Senior Investment Consultant At Mercer Toronto
🏢 Mercer
📍 Toronto