Manager - Wealth & Investment Management

Deloitte

  • Toronto, ON
  • $84,000-175,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Job Type: Permanent
Work Model: Hybrid
Reference code: 129070
Primary Location: Toronto, ON
All Available Locations: Toronto, ONOur PurposeAt Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future. Our work underpins a prosperous society where people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all Canadians.By living our Purpose, we will make an impact that matters.
  • Have many careers in one Firm.
  • Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
  • Learn from deep subject matter experts through mentoring and on the job coaching
--About the teamAt Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization.
By living our Purpose, we will make an impact that matters.What will your typical day look like?
  • Deliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across stakeholders and businesses
  • Manage the overall client engagement by identifying and addressing client needs and business challenges, conduct interviews and facilitate workshops, manage day-to-day interactions with clients and internal stakeholders, and developing the recommendations to address clients' business and technology challenges
  • Nurture and develop trusted client relationships, and developing your reputation as a trusted advisor
  • Lead aspects of the proposal development cycle; contribute to the development of proposal technical content, sales presentation, market positioning, and proposal presentations, and assisting in business development activities.
  • Participate in the development of market-valued intellectual capital and perspectives in the wealth and Investment management domain; contribute to the development of methodologies and market assets.
  • Develop high-performing teams by providing coaching and mentoring to junior practitioners.
Enough about us, let's talk about you
  • Bachelor's or master's degree with outstanding academic credentials and progressive and relevant consulting or industry experience.
  • Minimum 5+ years of relevant experience in wealth management, investment management, financial advisory, or leading critical business or technology initiatives within the wealth and investment management sector.
  • Ability to lead cross-functional teams through large-scale strategy, transformation, or delivery engagements to produce exceptional deliverables and outcomes for clients.
  • Strong intellectual horsepower, including critical thinking skills, complex problem solving, analytical abilities, and the capacity for creative thinking.
  • Additional consideration provided to individuals with strong knowledge of investment products, portfolio management, financial planning, regulatory requirements within the wealth management industry, or platforms such as Aladdin, Charles River, Sim Corp and FNZ.
  • Experience leading teams to provide service excellence, overseeing the quality of client deliverables, and effectively managing teams and day-to-day relationships to ensure exceptional performance.
  • Strong analytical skills and creative problem-solving skills, flexibility to thrive in an ever-changing environment, and a “get it done” attitude
  • Ability to storyboard, develop, and present information to senior executives
Total RewardsThe salary range for this position is $84,000 - $175,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. On top of our regular paid vacation days, some examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, firm-wide closures known as "Deloitte Days", dedicated days of for learning (known as Development and Innovation Days), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life.Be yourself, and more.We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.You shape how we make impact.Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute.Be the leader you want to beSome guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.Have as many careers as you want.We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.The next step is yoursAt Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our , and the .We encourage you to connect with us at if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis).By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.Deloitte Canada has 20 offices with representation across most of the country. We acknowledge that Deloitte offices stand on traditional, treaty, and unceded territories in what is now known as Canada. We recognize that Indigenous Peoples have been the caretakers of this land since time immemorial, nurturing its resources and preserving its natural beauty. We acknowledge this land is still home to many First Nations, Inuit, and Métis Peoples, who continue to maintain their deep connection to the land and its sacred teachings. We humbly acknowledge that we are all Treaty people, and we commit to fostering a relationship of respect, collaboration, and stewardship with Indigenous communities in our shared goal of reconciliation and environmental sustainability.

Deloitte