Senior Consultant

Corps Team

Senior Consultant

Toronto, ON M4T 2T5 CA

Posted: 02/25/2025

Employment Type: Direct Hire

Industry: Financial Services

Job Number: 17361

Field of Expertise: Accounting & Finance

Remote Friendly: No

Job Description

Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Consultant for a direct hire role. Offices are in Toronto, Ontario.

The successful candidate will lead a dedicated consulting practice group that provides portfolio management and financial consulting services to affluent families. Their responsibilities will focus on managing the group including developing and coaching a team. The successful candidate will be interested in pursuing a long-term career providing advice to affluent families. This role provides an excellent opportunity in a growing organization.

• A minimum of 7 years of relevant experience in the financial services industry
• Completed relevant investment management experience (“RIME”) towards being able to be registered as an Advising Representative or Associate Advising Representative with the firm*
• CFA or CIM designation

• Intellectual curiosity and a high level of emotional intelligence (EQ), enabling the Senior Consultant to engage in deep, meaningful, and holistic conversations with client families, understanding their unique goals, values, and challenges
• Enjoy working as part of a team
• Excellent verbal and written English communication and listening skills
• High degree of accuracy and organization
• Adaptable and flexible to work as needed by clients
• Able to multi-task, prioritize and collaborate in a fast-paced team environment
• Strong aptitude towards mentoring young professionals
• Desire to take part in special projects that elevate the client and team experience

• Relationship acquisition, development, and management, demonstrating a strong ability to build and nurture long-term client partnerships.
• Portfolio management responsibilities for clients on a discretionary or non-discretionary basis.
• Creating, reviewing and delivering materials for client meetings.
• While portfolio management is the primary responsibility, the Senior Consultant must also navigate broader aspects of client needs, including planning, structuring, treasury management, administration, and family governance.

• Drafting and/or reviewing Investment Policy Statements and any strategic family documents.
• Presenting selected planning considerations to client families and coordinating with other family office functions (e.g., estate, philanthropy, tax, etc.)
• Supporting ongoing advice and analysis related to asset allocation and portfolio construction.
• Analyzing client families’ existing investments to evaluate their alignment with overall risk- and return objectives.

• Supporting the recommendation of investment opportunities to client families within the context of their objectives, needs and overall assets.
• Coordinating with client families’ tax advisors to help them assess asset placement considerations.
• Overseeing proper investment execution for client allocations.

• Analyzing and liaising with the Investment Team to provide client families with ongoing monitoring information on their investments.
• Overseeing client families’ investment reporting and generating custom portfolio related reports and analysis.
• Coordinating with internal team members to ensure all client reporting is presented accurately.

• Responsible for the timely and accurate completion of your consulting team’s deliverables.
• Leading your consulting team with guidance, mentorship and advice for development.
• Conducting regular performance reviews of team members.

Base Salary: $200,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.

Corps Team is an equal opportunity employer.

All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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