Investment advisor Jobs in Fredericton, NB

TELUS 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.

Join our team and what we’ll accomplish together

TELUS Health Retirement Consulting practice brings over 60 years of experience and innovative thought leadership to pension & savings, actuarial, compensation and overall financial well-being consulting and outsourcing. Our purpose is to improve the financial wellbeing of individuals and the organizational resilience of employers and fiduciaries. We are also one of the largest pension plan administrators in Canada, serving over five million plan participants. We are a diverse organization with unparalleled capabilities for our clients and their people.

We welcome candidates from across Canada. While we have offices in cities listed, we're fully equipped to support remote work. If you're near one of our locations, you'll have the option to work hybrid; wherever you're based, we're committed to supporting your success.

• Vancouver, British Columbia

• Calgary, Alberta

• Toronto, Ontario

• Fredericton, New Brunswick

• Halifax, Nova Scotia

Here’s the impact you’ll make and what we’ll accomplish together

Are you ready to take your career to new heights? Join our Investment Consulting practice where we harness over 30 years of experience in delivering exceptional pension plan and endowment consulting services to our clients on their investment strategy including asset mix, investment manager oversight and selection, plan governance and performance monitoring. As pioneers in the industry, we have established ourselves as trailblazers in pension risk management, employing cutting-edge asset-liability modeling techniques and providing unparalleled pension risk transfer consulting.

Here’s how

As an Investment Analyst, you will play a crucial role in the investment management functions for pension funds, endowments, foundations and other institutional funds. Your responsibilities will include conducting in-depth research, performing financial modeling, and monitoring portfolio performance. You will provide valuable investment recommendations based on your analysis, assess risk factors, and collaborate with stakeholders to ensure alignment with client objectives. If you have a strong analytical mindset, excellent financial modeling skills, and a passion for the investment industry, we invite you to apply for this exciting opportunity to contribute to the long-term financial success of our clients.

What you’ll do

• Participate in investment research, assisting with investment manager searches, ongoing monitoring, documentation, and maintenance of internal databases

• Prepare investment performance reports for clients (with direction / supervision / support from senior team members).

• Gather qualitative and quantitative data from external managers, custodians and other data providers

• Calculate investment performance statistics; Create and modify charts and tables; Draft investment manager performance commentary; Draft emails and letters in collaboration with consultants and peers

• Analyze portfolio characteristics, performance, drivers of return, manager investment style and adherence to stated mandates on a quarterly basis

• Collect and verify data required for quarterly performance reporting including interpreting and analyzing the data, as well as supporting the communication of relevant information in a timely and accurate manner to the client

• Take initiative by proposing solutions to issues and problems around timeliness, effectiveness, quality and practicality in addressing client needs

• Provide research and technical support for continued development of internal database of investment managers

• Draft ad hoc reports and memos for internal and external clients

• Ensure that quality control and service standards are followed for all projects

• Develop and maintains excellent relationships with clients, investment managers, and other partners through telephone contact and office visits as appropriate

• Attend internal training sessions to build knowledge of industry topics and trends

You have

• Excellent mathematical and technical skills

• Strong attention to detail

• Exceptional client focus with strong professional acumen

• Excellent communication, project management and presentation skills

• Strong work ethic and ability to work under tight deadlines

• Highly organized, ability to take initiative and be independent

• Above average skills in MS Suite (MS Word, Power Point, and Excel).

• Ability to work with a variety of investment excel-based tools.

• Passion for investments! Analytical mindset and a natural curiosity to look behind the numbers

What you bring

• Bachelor’s degree is required, preferably in business, Finance or Economics (and related courses in investments)

Nice to haves

• Completion of CFA Level 1 exam

Salary Range: $60,000 - $75,000

Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. We encourage all qualified candidates to apply, even if the posted salary range doesn't match your expectations. We're open to discussing competitive compensation packages tailored to your experience level and expertise.

TELUS Health offers rewarding benefits, which may vary per job function, such as:

• Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family

• Flexibility to work in-office, virtually or a combination of both

• Generous company matched pension

• Opportunity to give back to communities in which we work, live and serve

• Career growth and learning & development opportunities to develop your skills

• And much more…

Job Type: This is for a current vacancy.

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.

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.