Consultant

About Prime Quadrant

Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 billion in Assets under Consultation*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.

Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. We love the work we are privileged to do, the wonderful group of families we are fortunate to serve, and the exceptional team we have assembled. We have been on a growth trajectory for several years. Prime Quadrant is proud to be designated one of the Best Workplaces™ in Canada.

To learn more about Prime Quadrant, please visit: https://www.primequadrant.com

The Opportunity

We are seeking a Consultant to join our team and support the delivery of comprehensive investment advisory and portfolio management services to client families. This role offers the opportunity to work closely with high-net-worth families across discretionary and non-discretionary portfolios, while contributing to investment strategy, client relationship management, and customized portfolio solutions.

You will collaborate closely with Senior Consultants, the Investment Team, and internal operations professionals in a client-focused, collaborative environment.

Key Attributes

• Strong relationship management and client service skills.
• Excellent written and verbal communication abilities.
• High attention to detail and strong organizational skills.
• Analytical mindset with an interest in investment strategy and portfolio construction.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaborative team player with a proactive and solutions-oriented approach.
• Professionalism and discretion when working with client families.
• Strong sense of ownership and accountability.

Primary Responsibilities

Client Relationship Management

• Lead and manage relationships with client families.
• Manage client portfolios on both a discretionary and non-discretionary basis.
• Support Senior Consultants in managing relationships with existing client families.
• Prepare, review, and present materials for client meetings.
• Identify and help advance client family priorities beyond investment portfolio management.

Strategic Investment Planning

• Provide ongoing advice and analysis related to asset allocation and portfolio construction.
• Draft, review, and present Investment Policy Statements to client families.
• Evaluate prospective client families’ existing investments to ensure alignment with their risk and return objectives.

Investment Recommendations

• Recommend investment opportunities and appropriate position sizing based on client objectives, needs, and overall asset mix.
• Coordinate with client families’ tax advisors regarding asset placement and tax considerations.
• Ensure accurate and timely investment execution in collaboration with the Client Service and Operations teams.

Reporting & Portfolio Monitoring

• Provide ongoing portfolio monitoring and investment updates to client families, liaising with the Investment Team as required.
• Review investment reporting and oversee delivery of customized portfolio analyses.
• Coordinate with internal teams to ensure all client reporting is accurate and delivered professionally.

Qualifications

• Experience in investment advisory, portfolio management, or wealth management.
• Strong understanding of asset allocation and portfolio construction principles.
• Experience working with high-net-worth individuals and families preferred.
• Excellent analytical, communication, and presentation skills.
• Ability to manage client relationships independently and collaboratively.
• Relevant professional designations or progress toward completion (e.g., CFA, CIM) considered an asset.
• Advising Representative registration or eligibility is preferred.

Compensation

• Competitive base salary
• Performance-based bonus structure
• Career advancement opportunities based on demonstrated performance
• Comprehensive health benefits
• Retirement plan
• Up to $1,000 per annum for relevant continuing education
• Wellness allowance up to $600 per annum
• 3 weeks’ vacation per annum
• Paid sick and personal days, plus a volunteering day