Consultant Role at Convyta Partners

Advance your career as an Investment Consultant with Convyta Partners, focusing on client relations in the Prairies and offering flexible work arrangements.

This full-time position is ideal for seasoned investment professionals looking to contribute to investment consulting projects for institutional asset owners across Canada. You will foster client relationships and ensure the delivery of high-quality, customized advisory services.

Your role will not only support existing clients but will also help in expanding our services in the region.

Key Responsibilities:

• Engage with institutional clients across the Prairies and Ontario

• Attend client meetings and make impactful presentations

• Drive investment consulting projects to ensure quality outcomes

• Prepare and review reports on investment strategies and performance

• Collaborate with team members for optimal resource utilization

Requirements:

• 6-10 years of experience in investment consulting

• Proven experience with pension plans and endowments

• Relevant undergraduate degree

• CFA charter holder or in progress

• Strong communication and relationship-building skills

Utilize your investment knowledge and project management skills at Convyta Partners, impacting the investment strategy landscape for regional clients.
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