22 Oct
|
OPTrust
|
Toronto
Relationship AdvisorDepartment: Office of the Chief Investment Officer – InvestmentsType: 6-month ContractLocation: Toronto (Hybrid)Posting Date: September 22, 2026At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.
When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – in Toronto, London and Sydney – makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.
What OPTrust offers youUnique culture rooted in our core values
- collaboration and teamwork, integrity respect, flexibility, excellence and continuous improvement.
A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.
A flexible, hybrid work model.
Benefits package after six months of consecutive employment.
Optional membership in our world-class defined benefit pension plan.
A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.
About the role
The Office of the CIO oversees the Investment Division for OPTrust which spans across all asset classes with a mandate provided by the CEO and the Board of Trustees to pay pensions today and preserve pensions for tomorrow. Through various investment strategies laid out by the proper Portfolio Construction, capital allocations are made in Real Estate, Private Equity, Capital Markets and the Sustainable Investing and Innovation groups that support OPTrust’s long-term sustainability.
Reporting directly to the CIO,
the Relationship Advisor will oversee various operational and business administration aspects pertaining to all requirements of the CIO’s office. The successful candidate will perform diverse functions to support the advancement of the CIO’s priorities and objectives for the investment division to ensure the ongoing strengthening of the team’s culture and the overall corporate objectives. This includes: liaising with internal and external stakeholders, service providers and business partners to lead the coordination of key projects and team activities and undertaking research or other project support where required. This role is well-suited for a highly organized individual who enjoys working with others to advance several initiatives concurrently.
What you’ll doContribute to overall OCIO objectives.
Act as the gateway and gatekeeper to the OCIO, including:Working closely with the CIO to create a relationship map of key relationship touchpoints.
Strategically manage relationships to reinforce a positive impression of the Investment.
Division with internal and external stakeholders.
Manage requests for CIO interaction and determine appropriate course of action.
Create debrief notes as required and identify carry forward items for action and follow-up.
Lead the department budget planning, monitoring and forecasting. Process all invoices and expenses pertaining to the OCIO.
Manage the process flow for various CIO chaired Committees including,
scheduling committee meetings, developing agendas, compiling, and editing materials prior to distribution.
Drive production of materials for Corporate and Investment Division initiatives. Liaise with various departments as necessary.
Provide human resources support by coordinating the OCIO recruitment process and onboarding of recent senior management staff and interns.
Manage a variety of Investment Division events and functions. Liaise with external parties, recommend venues, and look for cost effective pricing.
Liaise with Facilities & Administrative Services on Investment Division workspace projects.
Contribute ideas and suggestions to the quarterly Investment Division newsletter, “Investment Xchange”. Review multiple iterations on behalf of the CIO, prior to divisional distribution.
Attend Senior Leadership meetings, capture notes, and ensure action items and deliverables are met.
Provide high level business administrative support to the CIO including and not limited to: calendar management, communication screening, responding on behalf of the CIO, where appropriate, with the highest level of confidentiality.
Performs other duties as assigned.
Ensure clear understanding and adherence of all OPTrust’s policies, procedures, guidelines as well as living our values and fostering an inclusive culture.
What you bringA minimum of 7 years’ experience working directly with investment professionals and C Suite Executives.
Exposure to knowledge management processes preferred.
Detail-oriented, with experience supporting teams and balancing multiple complex tasks and priorities.
Demonstrated written and communication skills to compose a variety of correspondence and ensure accuracy of material.
Ability to m
📌 Relationship Advisor (Toronto)
🏢 OPTrust
📍 Toronto