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Senior Investment Consultant in Client Relations

Req. #:  14566
Department: Investments
Location: Montreal, QC CA
Job Status: Permanent Full-time
Grade:  08
Category: Marketing

Lead the investment program client relations support strategy on a national basis in order to support the development, acquisition and retention of profitable Group Savings & Retirement business.

  • Develop and implement the investment program client relations support strategy for Customer Relationship Managers (CRMs) and Business Development Managers (MBDs) in order to actively support client retention and growth in assets under management.
  • Develop and implement the investment program training strategy for CRMs and MBDs in order to elevate their knowledge of investments and the Quality and Choice Program.
  • Develop and nurture excellent relationships with intermediary channels which include brokers and consultants.
  • Act as the subject matter expert and go-to person for all investment related matters that may arise from MBDs and CRMs, while assisting them in client review meetings and finalist presentations.
  • Actively support the new product development process by leading projects and research related to investment strategies and portfolio construction ideas.  
  • Act as the ambassador and spokesperson of the Quality and Choice Program within trade industry circles and for all of the most important constituencies.
  • Actively participate in activities related to the Quality and Choice Program, which include manager monitoring, manager searches, portfolio construction initiatives and investment communication.
  • Source and provide competitive intelligence to the investment program team as it relates to the investment platforms of our major competitors.
  • Provide input to Head Office with respect to the development of investments and product design/features based on market trends, competitors and administrative requirements within the region.
  • Develop and maintain strong relationships and collaborate with members of other business areas (for example: Strategy, Finance, Marketing and IT) and/or project team members to ensure effective development, deployment and marketing of new products and enhancements that best meet and align with intermediaries and their clients’ needs within the region.


  • Undergraduate degree in commerce, finance or economy
  • Minimum of 10 years investment experience (client servicing and/or sales preferred)
  • Professional designation – CFA required
  • Bilingual, French and English, written and spoken

Standard Life Canada is committed to creating and maintaining an inclusive and accessible workplace. If you are contacted for an interview and require accommodation during the interviewing process please let us know.

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