Consultant

Join a dedicated practice group that provides portfolio management and investment consulting services to affluent families. Responsibilities will include leading and supporting engagements with client families. We believe this role provides an excellent opportunity in a growing organization.

Primary Responsibilities

Client Relationships

  • Leading and managing relationships with client families.  
  • Portfolio management responsibilities for client families on a discretionary and non-discretionary basis.
  • Supporting a Senior Consultant on relationship management for existing client families.
  • Creating, reviewing and/or delivering materials for client meetings.
  • Identifying and advancing client family priorities beyond their investment portfolios.

Strategic Investment Planning

  • Providing client families with ongoing advice and analysis related to asset allocation and portfolio construction.
  • Drafting and/or reviewing Investment Policy Statements and presenting to client families.
  • Reviewing new client families’ existing investments for alignment with their overall risk- and return objectives.  

Investment Recommendations

  • Recommending investment opportunities and position sizing 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.
  • Ensuring proper investment execution for client allocations, in concert with the Client Service and Operations Teams.

Reporting and Monitoring

  • Providing client families with ongoing monitoring information on their investments and liaising with the Investment Team accordingly.
  • Reviewing client families’ Prime Quadrant investment reporting and overseeing the delivery of any custom portfolio analyses.
  • Coordinating with internal team members to ensure all client reporting is presented accurately.

Qualifications

Candidates must have (i) relevant investment management experience as either an Advising Representative or Associate Advising Representative ; and (ii) obtained the CFA or CIM designation.

Successful completion of the Exempt Market Products Exam would be required for the role but may be completed after the start date.

Key Attributes

  • Proven professional with experience providing investment advice to affluent families or institutions.
  • Investment knowledge on a broad range of asset classes, including Alternatives.
  • Excellent verbal and written communication skills.
  • High degree of accuracy and organization.
  • Able to multi-task, prioritize and collaborate in a fast-paced team environment.
  • Flexible to work as needed by client families.
  • Desire to take part in special projects that elevate the client and team experience.    
  • Orientation towards helping people reach their goals and adding value in myriad ways.

Compensation

  • Industry competitive base salary with a performance-based bonus structure.
  • Health benefits via participation in the firm’s health spending account.
  • Entitled to receive awards under the firm’s Key Exemplary Employees Plan as per its terms and conditions.
  • Up to $1,000 per annum relevant continuing education expense.
  • Career advancement with demonstrated performance.
  • 4 weeks’ vacation per annum.
Send your resume and cover letter to careers@primequadrant.com‍

Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at careers@primequadrant.com or call 647-749-4118. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

"Prime Quadrant is a special place to work.  Even though I’m a junior member of the team, I am encouraged to voice my ideas and opinions.  It is exciting that I am actively contributing to the growth and success of our business."

We hire the best people, regardless of experience or background.

What is life like at Prime Quadrant?

Our Career Development program focuses on making sure that each team member is in the right position that will allow them to excel. Through quarterly check-ins, 360° peer feedback, and wellness and mentorship programs, each team member receives the resources they need to flourish and grow.

Through our Social Committee, we have team gatherings throughout the year such as monthly birthday parties, our Prime Quadrant softball team, summer socials and fall campfires so that we can grow as a family together.

At Prime Quadrant, giving back to the community is an integral part of everything that we do. Besides raising millions of dollars towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Slopes for Candy, and the Breakfast Clubs of Canada by participating in projects that need volunteers and can benefit from having our team join them.