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Principal, Investments Consulting
Apply locations Montreal, Quebec, Canada Quebec City, Quebec, Canada time type Full time posted on Posted 2 Days Ago job requisition id R-15831TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
Here’s the impact you’ll make and what we’ll accomplish togetherJoin our Investment Consulting practice, within our Consulting services practice, where we leverage over 30 years of experience in delivering tailored investment strategy consulting services to our clients, including establishing investment policies, selecting investment managers, asset-liability analysis and optimization, governance and performance monitoring. As industry pioneers, we have gained a reputation for innovation in creating custom investment solutions for our clients, both through our advisory relationships and our Outsourced Chief Investment Officer (OCIO), where we offer a unique opportunity for professional portfolio management on a fully open and independent investment platform. Joining our team means being part of a dynamic group of professionals who develop innovative solutions and redefine the boundaries of investment consulting.
As a principal with the Investment Consulting team, you will play a crucial role in providing strategic advice to clients on the asset management for their pension plans or endowment funds. You will lead and influence a range of internal and external stakeholders, offering innovative investment consulting services and ensuring our business growth. Your responsibilities will include assessing client needs and developing tailored investment strategies, with a focus on risk management and financial education. You will also enable our clients to make informed decisions and to achieve their risk and return objectives. If you are a seasoned investment professional with a passion for innovation and a drive to make a difference, we invite you to join us on our mission to create a brighter future for our clients and their workforce.
What you’ll do
• Client Relationship Management: As a client relationship manager, build and maintain strong
relationships with clients, recognize their difficulties and suggest proactive and creative investment
solutions. Stay abreast of developments affecting pension plans, and share this information with team
members and clients, especially in relation to investing and risk management.
• Communications and Disclosure: Give effective, clear and concise explanations of complex investing
concepts to clients and stakeholders. Advise and support clients in monitoring their investments.
Leverage your knowledge of industry developments and emerging trends.
• Business Development: Play a crucial role in driving business growth for Investment Consulting by
identifying new business opportunities with existing and new clients, positioning TELUS Health as a
leader in the market.
• Team Leadership: Foster the development of team members through coaching, mentoring and
providing regular feedback; ensuring effective teamwork, collaboration and knowledge sharing to
enhance team engagement.
What you bring
• More than 10 years of investment experience
• Professional accreditation, such as CFA designation
• Knowledge of regulatory requirements, financial markets, the economy, new developments in the
investment sector for pension funds, and emerging trends
• Proven ability to develop relationships at the highest levels of client organizations
• Ability to identify new business opportunities, drive revenue growth, and meet budget and profitability
targets
• Proven leadership and mentorship to team members, ensuring high-quality deliverables while fostering
a collaborative and supportive work environment
• Excellent written and oral communication skills in French (proficiency in English an added advantage)
• Bachelor’s degree in Actuarial Science, Finance, Economics, or a related field
Great-to-haves
• Ability to understand client needs, provide strategic guidance, and ensure client satisfaction
• Strong analytical and problem-solving skills.
• Excellent communication skills to effectively convey complex concepts to clients and stakeholders
A bit about us
We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.
TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.
Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.
The health and safety of our team, customers and communities is paramount to TELUS. Accordingly, we require anyone joining our TELUS Health Care Centres to be fully vaccinated for COVID-19.
Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.
By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.
About Us
Being part of the team at TELUS Health is more than a job; it’s a career-defining experience.
It allows you to do innovative and meaningful work with talented and collaborative teams. It’s an opportunity to improve businesses and lives by building healthier, happier workplaces. And it’s a chance to build genuine, long-term relationships along the way.
A place to experience more
Find the support and encouragement to consistently push boundaries and deliver impactful solutions. Our collaborative culture means your ideas will be heard and your hard work will be rewarded. You will be leveraging our world-leading technology, products, clinical services and passionate team members to revolutionize access to health care and wellbeing, and drive remarkable experiences for the benefit of all the clients and individuals we serve around the world.
Talented people who care
Coming to work each day is an opportunity. It’s a chance for you to work with a multidisciplinary global team of nearly 10,000 smart and driven members whose passion for their work matches your own, resulting in helping create a healthier future for everyone.
Work that matters
Make a difference in the lives of our clients and their employees every day – by providing meaningful solutions in more than 160 countries, that help people and businesses perform at their best by delivering both digital innovation and clinical services to improve total physical, mental and financial health and wellbeing across the full spectrum of primary and preventative care.
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