Corps Team
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Caren Cohen
Senior Consultant
Posted: 02/25/2025
2025-02-25
2025-04-23
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 Opportunity
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.
Qualifications
Client Relationships
The Opportunity
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.
Qualifications
- 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
Client Relationships
- 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.
Meet Your Recruiter
Caren Cohen
Recruiting Consultant
Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.
A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.
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