Director - Investments

Location: Toronto, ON, Canada
Date Posted: 08-14-2017
Our client is a leading multi-family office providing advisory services to high net-worth Canadian and global families. They are highly regarded as a supportive, innovative and experienced team, partnering with their clients to offer an integrated plan for family wealth, providing a customized service for multi-generation families.

They are currently undergoing significant growth and have created an exciting new role for a Director – Investments to join their senior management team. In this role, you will lead pertinent economic research identifying market trends in Canada and globally at a macro level and strategically guiding the investment committee in evaluating opportunities. In addition, you will monitor the Investment Managers, providing due diligence on selection and management of established relationships. You will interact with clients assisting in asset allocation and assist with ongoing client relationships. The role is one of growth and will provide an opportunity for business development, oversight to the investment implementation process with exposure to all asset classes including both public and private assets. This is a very exciting time to join the firm as new ideas and contributions are sought to enhance the firm’s investment strategies and direction. You will add your thumbprint to these plans.


In order to be considered for this role, you will possess the following:
  • CFA designation required
  • Solid base of experience from the wealth management industry with a deep knowledge of investments and developing asset allocation strategies
  • Strong analytical skills, both qualitative and quantitative
  • Exceptional interpersonal and communication skills, including client relationship management
  • Experience evaluating Investment Managers a definite asset
  • Team oriented, organized, supportive and collaborative approach, solution oriented


Please apply immediately to this newly created role. This role provides the potential to make a significant contribution and impact on the firm, and will provide a long term career opportunity.
 
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