Found Description
Join Cidel Asset Management as a Solutions Consultant, focusing on fixed-income strategies in Toronto. Deliver high-touch service while supporting investment advisors in achieving their goals.
As part of the Lorica team, this full-time role targets the Canadian investment advisor channel, including bank CIRO brokerage and boutiques. With experience ranging from 3 to 7 years, you will support our substantial Fixed Income SMA platform and consult on complex investment strategies. Your communication skills are vital for success in interacting with key advisor teams.
Key Responsibilities:
• Assist advisors with inquiries related to fixed-income strategies
• Demonstrate SMA strategy integration into portfolio models
• Lead retention meetings with current clients and seek new prospects
• Foster relationships with key advisors in major dealer networks
• Execute growth initiatives for Impact Fixed Income strategies
Requiremen...
As part of the Lorica team, this full-time role targets the Canadian investment advisor channel, including bank CIRO brokerage and boutiques. With experience ranging from 3 to 7 years, you will support our substantial Fixed Income SMA platform and consult on complex investment strategies. Your communication skills are vital for success in interacting with key advisor teams.
Key Responsibilities:
• Assist advisors with inquiries related to fixed-income strategies
• Demonstrate SMA strategy integration into portfolio models
• Lead retention meetings with current clients and seek new prospects
• Foster relationships with key advisors in major dealer networks
• Execute growth initiatives for Impact Fixed Income strategies
Requiremen...
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