Location: Dufferin and Lawrence, on-site Employment Type: Full time, option of 4-day work week Reports to: Partners of the Firm Al G. Brown & Associates is an independent estate, financial planning and insurance brokerage firm. We are seeking a Director of Investments to lead investment strategy and oversee our clients’ portfolios. Key Responsibilities:

Develop and execute the firm's overall strategy for investment clients Monitor market trends, regulatory changes, and competitive positioning to inform strategic direction Serve as lead advisor for the firm's mutual fund and segregated fund business, directly managing client relationships and investment recommendations Assess clients' financial goals, investment objectives, time horizon, and risk tolerance Recommend suitable mutual funds and segregated funds based on client needs Construct diversified investment portfolios to achieve clients' objectives Conduct regular client reviews to ensure investments remain appropriate as markets and client circumstances evolve Explain investment risks and expected returns clearly and transparently Coordinate investment strategies with other aspects of a client's financial plan Nurture existing client relationships and identify opportunities to expand on them Direct the Product Analyst, assigning priorities and reviewing product analysis and recommendations Direct the work of an administrative staff member, ensuring client servicing, documentation, and account processing run smoothly Set priorities and workflows for the team to ensure responsive, high-quality service Oversee performance of investments across the portfolio Manage portfolio risk, diversification, and liquidity across all lines Reporting & Governance

Prepare regular investment performance reports for the partners of the firm Ensure compliance with applicable regulations Maintain investment policies, procedures, and documentation Qualifications

5+ years of experience in investment management, asset management, or a related field Strong knowledge of segregated funds and mutual fund structures Relevant licensing- LLQP, mutual fund registration Strong analytical, financial modeling, and risk management skills Preferred

CIM and CFP

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📌 Director of Investments (Toronto)
🏢 Al G. Brown & Associates
📍 Toronto