CrawlJobs Logo

Senior Investment Counsellor

aplin.com Logo

Aplin

Location Icon

Location:
Canada , Toronto

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Our client, a leading independent investment management firm, is looking for a Senior Investment Counsellor to join their expanding Institutional Investment Team in Downtown Toronto. This is an outstanding opportunity for a seasoned investment professional who thrives on developing institutional relationships, understands the dynamics of capital markets, and is eager to contribute to the firm’s continued growth across Ontario and Manitoba.

Job Responsibility:

  • Develop and expand relationships with institutional clients, including pension funds, insurance companies, endowments, and investment consultants across Ontario and Manitoba
  • Identify and pursue new business opportunities, implementing targeted growth strategies to strengthen the firm’s institutional presence
  • Act as a trusted advisor—reviewing asset allocation, investment policy, and communicating the firm’s market outlook and portfolio positioning
  • Collaborate with portfolio management, client service, and compliance teams to ensure a seamless and high-quality client experience
  • Represent the firm at industry events, conferences, and client meetings to enhance visibility and credibility
  • Maintain accurate records of client interactions and business development activities in CRM systems

Requirements:

  • 5–10+ years of experience in institutional investment management, investment banking, consulting, or a related field
  • Proven ability to build and maintain long-term institutional client relationships
  • Strong understanding of financial markets, portfolio construction, and institutional investor needs
  • CFA charterholder and/or CIM designation (must meet OSC/AMF registration requirements)
  • University degree in Finance, Economics, or related discipline (MBA/MS an asset)
  • Excellent communication, presentation, and interpersonal skills
  • Self-starter with high integrity, professionalism, and strong business development acumen
What we offer:
  • Competitive base salary (up to $200K) plus annual performance bonus and commission on new business
  • Employer contributions to a Deferred Profit-Sharing Plan (DPSP)
  • Comprehensive medical, dental, life, and disability coverage
  • Hybrid work model (Downtown Toronto office)
  • Collaborative, ethical culture with a strong client-first focus

Additional Information:

Job Posted:
March 03, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Aplin - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Investment Counsellor

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...
Location
Location
Luxembourg , Bertrange
Salary
Salary:
275000.00 - 450000.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions as well as managerial experience
  • CFA, MBA degree or other advance degree a plus
  • Demonstrable track record in managing a business P&L
  • Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
  • Relevant qualifications and registrations for the country of employment
  • Bachelor's/University degree, Master's degree preferred
  • Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
  • the capacity to effectively engage and influence business partners and navigate through a complex global organization
  • and the ability to attract, develop and retain talent
Job Responsibility
Job Responsibility
  • Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
  • Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
  • Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
  • Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
  • Provide leadership as the “Face” of the Investments business to all clients in the region
  • Manages a large team of investment professionals including Investment Counsellors and Product Specialists
  • Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
  • Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
  • Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
  • In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets
  • Fulltime
Read More
Arrow Right
New

Site Engineer

We are looking for a Site Engineer to join a Tier 1 Main Contractor on a water t...
Location
Location
United Kingdom , Ashford
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
May 28, 2026
Flip Icon
Requirements
Requirements
  • Must have previous experience working for a Tier 1 Main Contractor
  • Experience within water treatment or heavy industrial environments is preferred but not essential
  • Strong administrative and technical engineering skills are required
  • You must be proficient in managing ITPs, RAMS, and QA processes
  • You should be organized and capable of managing multiple small-to-medium work packages simultaneously
Job Responsibility
Job Responsibility
  • Sub-contractor Management: Overseeing specialist trades to ensure delivery against the program
  • Quality Assurance (QA): Managing and closing out Inspection Test Plans (ITPs) to ensure a high standard of finish
  • Documentation: Reviewing and managing RAMS, maintaining daily site diaries, and ensuring all site records are accurate
  • Technical Support: Acting as the point of communication between the design team and the sub-contractors
Read More
Arrow Right
New

Site Engineer

Randstad seeks a technically proficient Site Engineer to support the delivery of...
Location
Location
United Kingdom , Saxmundham
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
May 29, 2026
Flip Icon
Requirements
Requirements
  • Proven experience in site engineering and setting out on major civil engineering or infrastructure projects
  • Proficiency in Leica TS16 and GPS equipment is essential
  • Strong knowledge of construction processes including drainage, earthworks, and reinforced concrete
  • Education: Degree, HND, or HNC in Civil Engineering (or a related discipline) is highly advantageous
  • Certification: Valid CSCS Card is mandatory
  • IT Skills: Comfortable using digital engineering tools and basic AutoCAD
  • Attributes: A strong communicator who is proactive, safety-conscious, and committed to high-quality delivery
Job Responsibility
Job Responsibility
  • Undertake core engineering duties with high precision, utilizing drawings, specifications, GPS, and Leica TS16 Total Station equipment
  • Carry out surveying, as-built checks, and dimensional control to ensure strict compliance with technical standards
  • Deliver diverse external civil packages including roads, drainage, pavements, kerbs, and piling interfaces
  • Coordinate concrete works and steel frame interfaces essential for substation structures
  • Interpret and apply technical drawings and digital models
  • Utilize digital construction systems (e.g., Autodesk Construction Cloud - ACC) and support basic AutoCAD/model interpretation tasks
  • Prepare and review QA documentation, including ITPs, RAMS, and task briefing sheets
  • Maintain meticulous compliance records and oversee the full cycle of tasks from site setup through to handover
  • Liaise daily with subcontractors, supervisors, and the management team to ensure seamless productivity
  • Assist the Site Manager with logistics, planning, and pre-construction tasks
  • Fulltime
Read More
Arrow Right
New

Site Manager

We are looking for an experienced and driven Site Manager to lead a refurbishmen...
Location
Location
United Kingdom , Kilmarnock
Salary
Salary:
23.00 - 24.00 GBP / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
July 28, 2026
Flip Icon
Requirements
Requirements
  • Valid SMSTS, First Aid at Work, and a CSCS Black Card
  • Proven track record in refurbishment projects (commercial or residential)
  • Strong leadership, excellent communication, and a proactive approach to problem-solving
  • Must be able to start immediately
Job Responsibility
Job Responsibility
  • Overseeing all on-site activities and managing specialist subcontractors
  • Ensuring high standards of health and safety and conducting site inductions
  • Monitoring progress against the program and reporting to the Project Manager
  • Quality control and ensuring the refurb is delivered to the required specification
  • Fulltime
Read More
Arrow Right
New

Senior Fund Accountant

A global venture firm investing in cutting-edge enterprise tech, known for a str...
Location
Location
United States , Menlo Park
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s in Accounting or Finance
  • 4–8 years of fund accounting experience (VC, PE, real estate, or similar)
  • Strong understanding of fund structures and reporting
  • Solid U.S. GAAP knowledge
  • Advanced Excel skills
  • Experience with accounting systems (e.g., QuickBooks)
  • Detail-oriented and highly organized
  • Strong communication skills
  • Exposure to AI tools or automation is a plus
Job Responsibility
Job Responsibility
  • Prepare financial statements across funds and management entities
  • Handle journal entries, allocations, and expenses
  • Manage capital calls, distributions, and management fees
  • Reconcile cash, investments, and capital accounts
  • Maintain investor records and supporting documentation
  • Support audits and coordinate with external partners
  • Partner with investment teams on transaction activity
  • Assist with budgeting and cash flow forecasting
  • Track portfolio valuations and capital activity
  • Ensure data accuracy across systems and reporting
What we offer
What we offer
  • bonus
  • 401(k) match
  • strong benefits
  • PTO
  • Fulltime
Read More
Arrow Right
New

Product Marketing Manager - Sovereign Cloud

Microsoft Azure is a rapidly growing global cloud platform where trust, security...
Location
Location
United States , Redmond
Salary
Salary:
106400.00 - 203600.00 USD / Year
https://www.microsoft.com/ Logo
Microsoft Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master's Degree in Marketing, Computer Science, Business or related field AND 3+ years experience in product marketing, technical marketing, partner marketing, or technical sales for cloud, AI, security, or infrastructure products, including end-to-end launches and go-to-market execution
  • OR Bachelor's Degree in Marketing, Computer Science, Business or related field AND 5+ years experience in product marketing, technical marketing, partner marketing, or technical sales for cloud, AI, security, or infrastructure products, including end-to-end launches and go-to-market execution
  • OR equivalent experience.
Job Responsibility
Job Responsibility
  • Drive insights and cross-Microsoft narrative development of a differentiated and customer-centric Microsoft Sovereign Cloud initiative
  • Partner closely with engineering, business development, and partner teams to shape roadmap priorities and go-to-market strategy for Sovereign AI solutions across public cloud, private cloud, and hybrid environments, grounded in customer, regulatory, and national requirements
  • Define the end-to-end customer journey for Sovereign AI solutions across web, events, blogs, social, and other digital properties
  • Define differentiated positioning and messaging for Sovereign AI solutions that help customers adopt advanced AI while maintaining control over data, infrastructure, operations, models, and compliance
  • Develop customer evidence and technical proof points, including solution narratives, reference architectures, competitive insights, partner value propositions, and regulatory-aligned messaging that can scale globally while remaining locally relevant
  • Play a critical role in product launches and announcements, ensuring a consistent and scalable campaign landing model that balances big moments with sustained presence across channels
  • Enable field and partner teams with launch materials, training, sales plays, and repeatable go-to-market assets that support customer conversations across sovereign cloud, AI innovation, and regulated industry requirements
  • Translate customer and market insight into product and business recommendations, helping influence solution strategy, partner priorities, and long-term category development for Sovereign cloud.
  • Fulltime
Read More
Arrow Right
New

Mobile Multi-Skilled Electrician

Are you a skilled Multi-Skilled Maintenance Electrician looking for an exciting ...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
26.00 - 28.00 GBP / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
May 29, 2026
Flip Icon
Requirements
Requirements
  • SVQ Level 3 Electrical Installation qualification or equivalent
  • 18th Edition Wiring Regulations certification
  • Proven experience in a similar maintenance electrician role
  • Strong knowledge of commercial electrical systems and maintenance practices
  • Multi-skilled background and knowledge in AC/HVAC Systems
  • Full UK drivers licence
Job Responsibility
Job Responsibility
  • Perform routine electrical maintenance tasks, including fault-finding, diagnostics, and repair
  • Carry out planned, preventative and reactive maintenance to electrical systems
  • Carry out electrical installations, testing, and commissioning of systems in line with 18th Edition regulations
  • Ensure all electrical work complies with safety standards and legislation
  • Conduct regular inspections and maintenance of electrical systems, identifying and rectifying issues promptly
  • Execute minor joinery tasks, minor plumbing repairs, minor fabric maintenance and support other team members with general maintenance tasks as needed
What we offer
What we offer
  • Competitive rate between £26ph - £28ph
  • Company van and fuel card provided
  • Monday to Friday, 40 hours per week
  • Opportunities for permanent work
  • Overtime opportunities
  • Fulltime
Read More
Arrow Right
New

Senior Beauty Specialist

We're shaking up the beauty scene at Boots, and our Senior Beauty Specialists ar...
Location
Location
United Kingdom , Glasgow
Salary
Salary:
27261.00 - 31200.00 GBP / Year
boots.com Logo
Boots
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A genuine passion for beauty, from premium skincare and makeup to the latest in haircare and trending brands
  • Leadership skills - whether you've coached a team, led by example on the shop floor, or supported others to achieve their goals
  • Confidence to start conversations, build relationships, and create amazing experiences for both your team and your customers
  • A track record of working towards sales targets or KPIs and the drive to help others succeed alongside you
  • A curious mindset, always excited to learn about all products and techniques to help your team deliver
Job Responsibility
Job Responsibility
  • Coach a team of Boots Beauty Specialists to create personalised experiences for every customer who visit our Beauty Halls
  • Inspire your team to engage our customers to discover their perfect skincare match or trending product - leading by example and helping shape a feel-good space for both your beauty crew and our customers
  • Work across many premium beauty brands, guiding your team to offer expert, unbiased advice that helps customers find products that genuinely work for them
  • Energise your crew to meet shared goals and celebrate wins together
  • Set the tone on the shop floor, bringing fun, energy, and passion while leading by example
  • Ensure every counter, display and tester looks immaculate and clean
  • Support in bringing new product and brand launches to life, creating buzz and excitement across the store
What we offer
What we offer
  • Quarterly product allowance totalling up to £2000 per year
  • Generous employee discounts
  • Ongoing training from our amazing brands and beauty experts
  • Boots Retirement Savings Plan
  • Discretionary annual bonus
  • Enhanced maternity/paternity/adoption leave pay and gift card for anyone expecting or adopting a child
  • Flexible benefits scheme
  • Access to free, 24/7 counselling and support through TELUS Health, our Employee Assistance Programme
  • Fulltime
Read More
Arrow Right