cidelgroup

cidelgroup

Advisor Solutions Consultant

TORONTO, Ontario · Full-time

Sponsorship not specifiedDetected 20 days ago
Business DevelopmentHRISCommunicationCollaborationPublic SpeakingAdaptability

About the role

  • Position: Advisor Solutions Consultant Location: Toronto Type: Full Time Company: Cidel Asset Management Brand: Lorica Market: Canadian Investment Advisor Channel (Bank CIRO Brokerage & Independents).
  • This posting is for an existing positing that is currently vacant.
  • Job Description About Cidel Cidel is a Canadian-based global private bank and asset manager.

Responsibilities

  • Develop and execute proactive strategies to identify new potential clients and generate interest in Lorica's differentiated products, particularly our Impact Fixed Income strategies.
  • Maintain a consistent office presence in Toronto to coordinate with the Manager, Client Services, investment and operations teams.
  • Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation.

Requirements

  • Technical Proficiency: A strong understanding of the CIRO advisor market and their platforms.
  • Proactive Mindset: Ability to identify opportunities and initiate contact without constant supervision.

Nice to have

  • Completion of industry proficiency courses (e.g., CSC, CPH, CIM, or progress toward the CFA designation) is preferred.
  • Credentials: Completion of industry proficiency courses (e.g., CSC, CPH, CIM, or progress toward the CFA designation) is preferred.

Skills

  • Exceptional written and verbal communication skills are essential for explaining complex fixed income concepts to sophisticated advisors.

Company info

  • Cidel Asset Management
  • Brand: Lorica
  • Market: Canadian Investment Advisor Channel (Bank CIRO Brokerage & Independents).
  • Developing other bank-brokerage channels.
  • Job Description
  • Cidel is a Canadian-based global private bank and asset manager.
  • We help high net worth individuals, families and institutions protect and grow their wealth.
  • Our expertise spans three well-integrated service areas:
  • Asset Management,
  • Planning, Structuring & Trust, and
  • We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.
  • Cidel Asset Management is seeking a driven, detail-oriented Advisor Solutions Consultant to join our Lorica team.
  • Lorica is a well-established brand in the Canadian advisor channel, recognized for its specialized fixed income expertise and high-touch service model.
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