Consultant, Portfolio & Asset Management, Finance & Banking

Prime Quadrant serves 240+ affluent families across North America and consults on CA $26+ billion in assets.
* Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH: we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us.

Prime Quadrant is proud to be announced as one of the Best Workplaces™ in Canada for the period of November 2025 to November 2026. This recognition is awarded by Great Place to Work® following an independent and anonymous Trust Index™ Survey of all Prime Quadrant team members. Our team’s feedback certified us as a Great Place to Work and then further enabled us to earn the honor of being named as one of the Best Workplaces™ in Canada.

Great Place to Work® is the global authority on high-trust, high-performance workplace cultures. We take pride in our team being dedicated to creating a work environment built on trust, inclusivity, and resilience.

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We are seeking a Consultant to join our team and support the delivery of comprehensive investment advisory and portfolio management services to client families. This role offers the opportunity to work closely with high-net-worth families across discretionary and non-discretionary portfolios, while contributing to investment strategy, client relationship management, and customized portfolio solutions.

You will collaborate closely with Senior Consultants, the Investment Team, and internal operations professionals in a client-focused, collaborative environment.

• Strong relationship management and client service skills.
• Excellent written and verbal communication abilities.
• High attention to detail and strong organizational skills.
• Analytical mindset with an interest in investment strategy and portfolio construction.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaborative team player with a proactive and solutions-oriented approach.
• Professionalism and discretion when working with client families.
• Strong sense of ownership and accountability.

• Lead and manage relationships with client families.
• Manage client portfolios on both a discretionary and non-discretionary basis.
• Support Senior Consultants in managing relationships with existing client families.
• Prepare, review, and present materials for client meetings.
• Identify and help advance client family priorities beyond investment portfolio management.

• Provide ongoing advice and analysis related to asset allocation and portfolio construction.
• Draft, review, and present Investment Policy Statements to client families.
• Evaluate prospective client families’ existing investments to ensure alignment with their risk and return objectives.

• Recommend investment opportunities and appropriate position sizing based on client objectives, needs, and overall asset mix.
• Coordinate with client families’ tax advisors regarding asset placement and tax considerations.
• Ensure accurate and timely investment execution in collaboration with the Client Service and Operations teams.
• Provide ongoing portfolio monitoring and investment updates to client families, liaising with the Investment Team as required.
• Review investment reporting and oversee delivery of customized portfolio analyses.
• Coordinate with internal teams to ensure all client reporting is accurate and delivered professionally.

• Experience in investment advisory, portfolio management, or wealth management.
• Strong understanding of asset allocation and portfolio construction principles.
• Experience working with high-net-worth individuals and families preferred.
• Excellent analytical, communication, and presentation skills.
• Ability to manage client relationships independently and collaboratively.
• Relevant professional designations or progress toward completion (e.g., CFA, CIM) considered an asset.
• Advising…