Toronto, Ontario, Canada · On-site
$65k–$80k/yr
Position: Advisor Solutions Consultant Location: Toronto Type: Full Time Company: Cidel Asset Management Brand: Lorica Market: Canadian Investment Advisor Channel (Bank CIRO Brokerage & Independents). Developing other ba…
Skills: Fixed Income Expertise, Investment Wholesaling, Relationship Management, Sales Support, Portfolio Integration
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Act as a technical and sales resource for investment advisors focusing on the Fixed Income SMA platform. Develop and execute strategies to grow net new relationships and ensure business retention within the Canadian advisor channel.
Requires a university degree and 3 to 5+ years of experience in investment wholesaling or advisor-facing roles. Proficiency in fixed income markets and industry certifications like CSC, CPH, CIM, or progress toward CFA are preferred.
Position: Advisor Solutions Consultant
Location: Toronto
Type: Full Time
Company: Cidel Asset Management
Brand: Lorica
Market: Canadian Investment Advisor Channel (Bank CIRO Brokerage & Independents). Developing other bank-brokerage channels.
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. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:
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.
Description
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.
The Advisor Solutions Consultant will act as a technical and sales resource for investment advisors, focusing on our $750M Fixed Income SMA platform, which includes Government, Corporate, and Impact strategies. This is a developmental role designed for a professional with 3–7 years of experience who aims to transition into a full External Wholesaler role within the next 1 to 3 years.
Areas of Focus will Include:
Advisor Engagement & Sales Support
Strategy & Business Development
Role Evolution
Requirements
Core Competencies
Please apply via BambooHR
Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.
We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.
Private Banking | Asset Management | Structuring & Trusts | Specialized Banking
Cidel is a Canadian 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: 1) Asset Management 2) Planning, Structuring & Trust 3) Specialized Banking We’re 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.
Offices: 60 Bloor Street West, 9th Floor, Toronto, Ontario M4W 3B8, CA · Cidel Place, Lower Collymore Rock, St. Michael, BB · Vintage Towers I, Suite 403, 322-11th Avenue SW, Calgary, Alberta T2R 0C5, CA · 32 Impala Rd., Chislehurston, Sandton, 2196, ZA
Private Banking | Asset Management | Structuring & Trusts | Specialized Banking
Cidel is a Canadian 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: 1) Asset Management 2) Planning, Structuring & Trust 3) Specialized Banking We’re 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.
Offices: 60 Bloor Street West, 9th Floor, Toronto, Ontario M4W 3B8, CA · Cidel Place, Lower Collymore Rock, St. Michael, BB · Vintage Towers I, Suite 403, 322-11th Avenue SW, Calgary, Alberta T2R 0C5, CA · 32 Impala Rd., Chislehurston, Sandton, 2196, ZA
