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Location
Montreal, Quebec, Canada
Posted
March 17, 2026

Job Description

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In this role you will:

Advisor Engagement & Facilitation

  • Lead a structured Portfolio Consulting Program consisting of multiple meetings

  • Diagnose advisors’ existing business structure and investment process; identify gaps and opportunities for improvement.

  • Design customized Investment Management Frameworks aligned with advisor client bases and investment preferences.

  • Develop and guide transition strategies to implement recommended portfolio solutions.

  • Conduct one-on-one, group, and branch meetings to promote and deliver the program.

    • Portfolio Construction Expertise

  • Provide thought leadership on portfolio construction, risk management, and investment trends.

  • Perform detailed portfolio analysis, including allocation, structure, and risk diagnostics.

  • Deliver clear, actionable insights through analytical reports and presentations.

  • Collaborate w...

    • Job Details

    • Job Type
      Full-time
    • Category
      Other-General
    • Date Posted
      March 17, 2026
    • Application Deadline
      April 26, 2026