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OPTrust

Relationship Advisor

Toronto, ON, Canada

The range of expected compensation for this position is $98,408 to $120,859 per year. · Contract

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Job details

Pay: The range of expected compensation for this position is $98,408 to $120,859 per year.
Job type: Contract
Apply by: Nov 7, 2026
Experience: A minimum of 7 years’ experience working directly with investment professionals and C Suite Executives.
Posting language: English
Posted: Oct 8, 2026

Original job description

Relationship Advisor

Department: Office of the Chief Investment Officer – Investments

Type: 6-month Contract

Location: Toronto (Hybrid)

Posting Date: September 22, 2026

At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.

When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – in Toronto, London and Sydney – makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.

What OPTrust offers you

Unique culture rooted in our core values - collaboration and teamwork, integrity respect, flexibility, excellence and continuous improvement.
A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.
A flexible, hybrid work model.
Benefits package after six months of consecutive employment.
Optional membership in our world-class defined benefit pension plan.
A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.

About the role

The Office of the CIO oversees the Investment Division for OPTrust which spans across all asset classes with a mandate provided by the CEO and the Board of Trustees to pay pensions today and preserve pensions for tomorrow. Through various investment strategies laid out by the proper Portfolio Construction, capital allocations are made in Real Estate, Private Equity, Capital Markets and the Sustainable Investing and Innovation groups that support OPTrust’s long-term sustainability.

Reporting directly to the CIO, the Relationship Advisor will oversee various operational and business administration aspects pertaining to all requirements of the CIO’s office. The successful candidate will perform diverse functions to support the advancement of the CIO’s priorities and objectives for the investment division to ensure the ongoing strengthening of the team’s culture and the overall corporate objectives. This includes: liaising with internal and external stakeholders, service providers and business partners to lead the coordination of key projects and team activities and undertaking research or other project support where required. This role is well-suited for a highly organized individual who enjoys working with others to advance several initiatives concurrently.

What you’ll do

Contribute to overall OCIO objectives.
Act as the gateway and gatekeeper to the OCIO, including:
Working closely with the CIO to create a relationship map of key relationship touchpoints.
Strategically manage relationships to reinforce a positive impression of the Investment.
Division with internal and external stakeholders.
Manage requests for CIO interaction and determine appropriate course of action.
Create debrief notes as required and identify carry forward items for action and follow-up.
Lead the department budget planning, monitoring and forecasting. Process all invoices and expenses pertaining to the OCIO.
Manage the process flow for various CIO chaired Committees including, scheduling committee meetings, developing agendas, compiling, and editing materials prior to distribution.
Drive production of materials for Corporate and Investment Division initiatives. Liaise with various departments as necessary.
Provide human resources support by coordinating the OCIO recruitment process and onboarding of new senior management staff and interns.
Manage a variety of Investment Division events and functions. Liaise with external parties, recommend venues, and look for cost effective pricing.
Liaise with Facilities & Administrative Services on Investment Division workspace projects.
Contribute ideas and suggestions to the quarterly Investment Division newsletter, “Investment Xchange”. Review multiple iterations on behalf of the CIO, prior to divisional distribution.
Attend Senior Leadership meetings, capture notes, and ensure action items and deliverables are met.
Provide high level business administrative support to the CIO including and not limited to: calendar management, communication screening, responding on behalf of the CIO, where appropriate, with the highest level of confidentiality.
Performs other duties as assigned.
Ensure clear understanding and adherence of all OPTrust’s policies, procedures, guidelines as well as living our values and fostering an inclusive culture.

What you bring

A minimum of 7 years’ experience working directly with investment professionals and C Suite Executives.
Exposure to knowledge management processes preferred.
Detail-oriented, with experience supporting teams and balancing multiple complex tasks and priorities.
Demonstrated written and communication skills to compose a variety of correspondence and ensure accuracy of material.
Ability to multitask and prioritize deadlines.
Self-motivated and able to work with minimum supervision, as well as a team player.
Effective technical skills and proficiency with MS applications.
Demonstrated critical thinking, listening and interpersonal skills.
Excellent organizational and time management skills.
Knowledge of financial software to produce expense reports.
Effectively plans work through defining objectives and anticipating needs and priorities.
Highly professional and uses discretion to protect confidential materials.
Ability to work with all levels of executives and employees.
Demonstrated relationship management skills with a collaborative and innovative mindset.
Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.

This posting is for an existing vacancy.

The range of expected compensation for this position is $98,408 to $120,859 per year.

Please submit your application via Workday by October 22, 2026. By using the link below:

https://optrust.wd3.myworkdayjobs.com/OPTrust/job/Toronto-ON/Relationship-Advisor_R1277-1

Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.

If you require accommodation at any time during the recruitment process, please send a message to careers@optrust.com, or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.

As an organization we’re seeking ways to respond to the Truth and Reconciliation Commission of Canada’s Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.

We thank all interested applicants, however only those under consideration will be contacted.

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More about this job

Responsibilities

Support the CIO and Investment Division by managing stakeholder relationships, coordinating projects and committee processes, overseeing budgets and expenses, and providing confidential executive administration. Coordinate recruitment, onboarding, events, workspace initiatives, leadership meeting follow-ups, and communications for the division.

Requirements

Requires at least seven years of experience working directly with investment professionals and C-suite executives; knowledge management exposure is preferred. Candidates should demonstrate strong organization, communication, prioritization, technical, interpersonal, and relationship-management skills, along with discretion and proficiency in Microsoft applications and financial software.

Skills

Relationship Management
Stakeholder Engagement
Project Coordination
Budget Planning And Forecasting
Expense Processing
Committee Administration
Calendar Management
Event Planning
Recruitment Coordination
Onboarding
Written Communication
Organization And Time Management
Prioritization
Critical Thinking
Confidentiality
Microsoft Office Applications

Benefits

Flexible Hybrid Work Model
Optional Defined Benefit Pension Plan Membership
Employee Resource Groups

Visa sponsorship

Not detected in the job text

Keywords

Office Of The Chief Investment Officer
Investment Division
Investment Professionals
C-Suite Executives
Stakeholder Relationships
Relationship Mapping
Project Coordination
Budget Planning
Budget Monitoring
Forecasting
Invoice Processing
Expense Reports
Committee Administration
Agenda Development
Meeting Materials
Calendar Management
Communication Screening
Recruitment
Onboarding
Event Planning
Knowledge Management
Microsoft Applications
Financial Software
Confidentiality
Senior Leadership Meetings
Investment Xchange

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