Investment Consultant at TELUS Health in Montreal, Quebec, CA

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.

Here’s the impact you’ll make and what we’ll accomplish together Join our Investment Consulting practice where we harness over 30 years of experience delivering exceptional pension plan and endowment consulting services — covering investment strategy, 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.

Our Investment Consulting team is collaborative, intellectually curious, and committed to mentoring the next generation of consultants. As an Investment Consultant, you'll move beyond analysis into client-facing leadership, working directly with pension boards and endowment trustees to shape their investment strategy — with a clear path toward senior consulting responsibilities as you build your expertise and client relationships.

Here’s how

As an Investment Consultant, you will play a key role in delivering high-quality investment consulting services to institutional clients. You will support client relationships, contribute to investment analysis and recommendations, and take growing ownership of client deliverables and projects.

What you’ll do

• Support ongoing client relationships by contributing to meeting preparation, materials, and follow‑up
• Conduct investment performance analysis, risk analysis, peer benchmarking, investment policy reviews, asset allocation studies, and portfolio structure analysis
• Support investment manager searches and ongoing monitoring through qualitative and quantitative assessments, documentation, and database maintenance
• Draft clear, concise client reports and presentations tailored to audience sophistication; review Analyst work for accuracy and relevance
• Manage assigned workstreams across client engagements and special projects, coordinating with investment consulting, actuarial, and broader consulting teams as needed
• Ensure quality control and service standards are upheld across all deliverables
• 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
• Mentoring junior Analysts and supporting their professional development
• Staying current on capital markets, manager trends, governance practices, and regulatory developments
• Internal initiatives, thought leadership, and process improvement efforts

You have

• Strong analytical and problem-solving skills with strong attention to detail
• Excellent mathematical and technical skills with the ability to synthesize complex investment information into clear, decision-useful insights
• Solid understanding of institutional investment portfolios, asset classes, and performance measurement
• Professional communication skills — written and verbal — with confidence presenting to clients and senior stakeholders
• Strong organizational skills and ability to manage multiple priorities and tight deadlines effectively
• Exceptional client focus with strong professional acumen and excellent project management skills
• Above average skills in MS Suite (Word, PowerPoint, and Excel) and investment-focused analytical tools
• A track record of asking insightful questions and conducting deep-dive analysis that has influenced client decisions
• Collaborative mindset with a willingness to learn from senior colleagues and mentor junior staff

What you bring

• Bachelor's degree in Finance, Business, Economics, Mathematics, Statistics, Actuarial Science, or related field
• ~10 years of experience in investment consulting, asset management, pension consulting, or a related institutional investment role (equivalent experience in endowment management, insurance asset management, or large corporate treasury considered)
• Demonstrated experience working with pension plans, endowments, or fiduciary investment arrangements
• Proficiency with MS Office Suite and investment-focused analytical tools

Nice to haves

• CFA designation (in progress or completed)
• Advanced Excel modeling skills
• Experience with investment platforms such as Morningstar or eVestment
• Prior experience mentoring or developing junior investment professionals

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.