Job Description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Investment Consulting based in Canada.
This senior consulting role is designed for an experienced investment professional who combines strong portfolio expertise with exceptional relationship-building skills.
You will work directly with investment advisors to help them improve portfolio construction, strengthen risk management practices, and communicate investment strategies more effectively.
The role sits at the intersection of investment analysis, behavioural coaching, and advisor development, offering a unique opportunity to create meaningful impact.
You will analyze portfolio structures, identify opportunities for improvement, and translate complex investment concepts into practical recommendations.
Working closely with internal investment and distribution teams, you will help expand consulting opportunities and support advisor success across Quebec and Atlantic Canada.
This position offers a flexible remote environment where expertise, collaboration, and client-focused thinking are highly valued.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Investment Consulting based in Canada.
This senior consulting role is designed for an experienced investment professional who combines strong portfolio expertise with exceptional relationship-building skills.
You will work directly with investment advisors to help them improve portfolio construction, strengthen risk management practices, and communicate investment strategies more effectively.
The role sits at the intersection of investment analysis, behavioural coaching, and advisor development, offering a unique opportunity to create meaningful impact.
You will analyze portfolio structures, identify opportunities for improvement, and translate complex investment concepts into practical recommendations.
Working closely with internal investment and distribution teams, you will help expand consulting opportunities and support advisor success across Quebec and Atlantic Canada.
This position offers a flexible remote environment where expertise, collaboration, and client-focused thinking are highly valued.