Investment Consultant

About The Role

As an Investment Consultant, you will play a key role in managing and nurturing client relationships, while also supporting fellow consultants across a range of engagements. You’ll operate in a fast-paced, collaborative environment where critical thinking, proactive problem-solving, and strong communication are essential.

This role is ideal for professionals with a deep understanding of institutional investment strategies who thrive on delivering tailored advice, leading strategic initiatives, and mentoring others. You’ll have opportunities to contribute to high-impact projects and help shape the future of our investment consulting practice.

What You’ll Do

• Lead and manage client relationships, delivering customized investment solutions that meet client objectives.
• Support client work led by other Consultants, providing analysis, insight, and strong collaborative input.
• Prepare and deliver clear, concise reports and presentations for client meetings, investment reviews, and recommendations.
• Respond to Requests for Proposals (RFPs) and contribute to business development efforts.
• Peer-review client deliverables, ensuring accuracy, clarity, and the integration of client-specific insights.
• Stay current on industry trends, regulations, and governance affecting institutional investors and their portfolios.
• Lead or contribute to internal initiatives aimed at enhancing systems, tools, and operational efficiency.
• Identify client or operational challenges and implement creative, proactive solutions.
• Independently manage projects, collaborating effectively with internal teams and external stakeholders.
• Maintain strong working relationships with investment managers, custodians, and recordkeepers.
• Provide mentorship and guidance to team members to support their professional development.

Qualifications and expertise that pave the way for Success

• 5+ years of experience in investment consulting, asset management, or a related financial advisory role.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline; a Master’s degree (e.g., MBA, MFin) is considered an asset.
• Professional designations such as CFA or CIPM, or in progress.
• Deep knowledge of investment strategy, portfolio construction, asset allocation, risk management, and institutional governance frameworks.
• Strong analytical and quantitative skills with the ability to distill complex financial data into actionable insights.
• Proven problem-solving capabilities and a consultative mindset that delivers value to clients.
• Excellent verbal and written communication skills, with confidence presenting to a variety of audiences.
• A team-oriented approach with demonstrated ability to mentor others and collaborate cross-functionally.
• Proficiency in tools such as eVestment, Morningstar Direct, and Microsoft Office Suite (Excel, PowerPoint, Word).

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

• Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
• Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
• Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
• Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Culture and Belonging: Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

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