Senior Investment Consultant

Location: Burlington, Ontario

PBI Actuarial Consultants Ltd. is currently seeking a Senior Investment Consultant to join our team.

About us

PBI Actuarial Consultants Ltd. is a pension, benefits and investment consulting firm providing innovative, sound, and cost-effective integrated solutions to fulfill our clients’ pension and benefits needs. We lead investment policy development, implementation, and monitoring for our clients’ trust funds, which range from $20 million to several billion. PBI is an employee-owned Canadian firm, based in Vancouver with offices in Montreal and Burlington. PBI offers competitive compensation and benefits, a bonus program, an assistance program for completion of CFA exams, training and career development. PBI has an open and participative culture that the right candidate will find rewarding and exciting.

For more information about PBI, please see our website: www.pbiactuarial.ca.

A unique work environment

PBI’s work philosophy is based on open-mindedness and the active involvement of all its associates.

In fact, our company encourages growth both in a personal and professional level inside a healthy, respectful learning environment. More specifically, our core values are cooperation, self-sufficiency for teams as well as individuals, dedication towards our clients and our Company, development of skills, confidentiality, efficiency, creativity, thoughtful decision-making, precision and synergy.

Position description

PBI is looking for a Senior Investment Consultant to lead and build an investment consulting practice in Ontario. If you are the entrepreneurial and innovative type, with a passion for challenge, enjoy the freedom and flexibility to achieve results, and love to develop client relationships, then this position is for you. You will be supported by a dedicated growth team that will assist in looking for opportunities to grow the investment business in Ontario.

The position will initially involve prospecting and selling investment consulting services and subsequently servicing those clients. The investment consulting opportunities in Ontario are deep, with PBI’s traditional target markets including multi-employer, public, non-profit sector pension plans as well as foundations and First Nation settlement trusts.

You will initially be supported by an experienced team of analysts and consultants in both Vancouver and Montreal. As the business builds, additional local analyst support would be provided.

Qualifications

An ideal candidate for this role would have either an actuarial or CFA designation, with a minimum of 10 years experience in investment consulting in the pension industry and experience leading and managing client relationships, ideally in Ontario.

Most importantly, our ideal candidate would have the drive, enthusiasm and ambition required to build a new investment consulting practice.

Terms and conditions of employment

• Permanent position
• 40 hour weekly schedule
• Hybrid office environment
• Salary will be based on experience and our internal policy in force
• Enrolment in extended health benefits and company pension plan

Those who would like to apply must send their résumé along with a cover letter to Laura Grant:

By email:     laura.grant@pbiactuarial.ca