Investment Consultant
People Corporation(1 month ago)
About this role
An Investment Consultant at People Corporation is a client-facing professional who supports group retirement savings programs by delivering quarterly market reviews, investment reports, and fund recommendations. The role requires strong analytical and communication abilities and a deep understanding of financial markets to inform clients and support retirement plan decision-making.
Required Skills
- Investment Analysis
- Market Research
- Fund Research
- Portfolio Monitoring
- Client Presentations
- Excel
- Morningstar
- eVestment
- Time Management
- Quality Control
+1 more
Qualifications
- CFA
- CIPM
About People Corporation
peoplecorporation.comHelping Canadians reach their full potential by providing expert support in group benefits, health and wellness, disability management, wealth, and HR
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