Senior Investment Counsellor; Institutional Clients

To Apply for this Job

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.

• Competitive base salary 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.

• 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.

• 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 charter holder 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.

At Aplin — together with our brands Compu Staff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities.

To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.