Financial Planning and Analysis

• Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs
• Maintains a high level of collaboration with relationship team
• Meets or exceeds individual revenue growth goals
• Responsible for overall portfolio construction and investment strategy needs of clients
• Reviews, monitors and modifies investment portfolio construction in accordance with client objectives
• Proactively engages with clients to ensure that investment advice is fully meeting their needs
• Contributes to broadening and deepening client relationships to drive new revenue growth
• Maintains compliance with all internal policies and procedures

Senior Investment Consultant

Senior Project Finance Analyst

Health Consulting Financial Intern – College Program 2026

Associate Financial Advisor

Director of Finance – National Office

Accountant, Treasury/Finance and Records Department