Investment Counsellor / Senior Investment Counsellor (Institutional Client)

Job Description

Description

Letko, Brosseau & Associates is one of Canada’s leading independent global investment managers. Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international customer base. We believe our business-minded, fundamental research approach, strong ethical culture and client-first fiduciary commitment has been the key to our long-term growth and success. Through ongoing, active engagement with the companies we invest in, we seek to contribute to positive change, while earning superior returns for our clients.

We are looking for a professional with a passion for financial markets and institutional business development. This position is pivotal to the growth and development of our firm.

The Senior Investment Counsellor will be responsible for identifying, prospecting and managing new business relationships with institutional clients. The role demands a sophisticated understanding of financial markets and an in-depth knowledge of the institutional landscape in Canada.

The Senior Investment Counsellor will also serve as a trusted advisor to a number of the firm’s institutional clients. They will be responsible for reviewing asset allocation and investment policy, explaining portfolio decisions and discussing the firm’s investment outlook.

Business development

• Proactively identify and qualify potential institutional clients (e.g. pension funds, insurance companies, foundations, endowments, investment consultants) and develop a suitable sales process to capitalize on market opportunities in Ontario and Manitoba.
• Establish business relationships with consulting firms and gather information on their strategy and needs.
• Develop and implement targeted business development strategies with a view to penetrating new markets and new institutional customer segments.
• Establish a reputation with customers as an effective, insightful investment advisor and trusted long-term partner.
• Contribute to sales growth by developing the firm’s network.
• Participate in industry events and conferences.

Managing client relationships

• Cultivate and maintain strong, long-term relationships with existing institutional clients.
• Serve as a reliable point of contact and build rapport with assigned clients to establish strong business relationships.
• Stay abreast of the firm’s investment strategy, its outlook on the economy and capital markets.
• Regularly communicate with clients and intermediaries in order to share the firm’s investment strategy, philosophy and outlook on the economy and capital markets.
• Review investment policies and asset mixes and recommend changes if necessary.
• Provide regular updates to clients on their portfolio’s progress via documents, emails, telephone and in-person presentations.
• Answer client queries on their holdings, the firm’s investment strategy, economic outlook, or other matters affecting their portfolios.
• Process and monitor client transactions and ensure their compliance.
• Liaise with custodians, accountants, consultants and other parties on behalf of clients.
• Complete the know your client (KYC)
  

  Company

  Letko, Brosseau & Associates Inc

  Location

  Toronto

  Country

  Canada

  Salary

  100.000

  URL

  https://en-ca.whatjobs.com/coopob__cpl___291_2625785__3337?utm_source=3337&utm_medium=feed&keyword=Investment-Counsellor&location=Toronto&geoID=6225