Advisor Solutions Consultant

Cidel • Toronto, ON

7d • CA$65,000 - CA$80,000 • Hybrid

About The Position

Cidel Asset Management is seeking a driven, detail-oriented Advisor Solutions Consultant to join our Lorica team. Lorica is a well-established brand in the Canadian advisor channel, recognized for its specialized fixed income expertise and high-touch service model. The Advisor Solutions Consultant will act as a technical and sales resource for investment advisors, focusing on our $750M Fixed Income SMA platform, which includes Government, Corporate, and Impact strategies. This is a developmental role designed for a professional with 3–7 years of experience who aims to transition into a full External Wholesaler role within the next 1 to 3 years.

Requirements

• 3 to 5+ years of experience in an investment wholesaling or advisor-facing role within the Canadian financial services industry.
• A University degree is required.
• Exceptional written and verbal communication skills are essential for explaining complex fixed income concepts to sophisticated advisors.
• A strong understanding of the CIRO advisor market and their platforms. As well as fixed income markets, SMA structures, and the competitive landscape of the Canadian asset management industry.

Nice To Haves

• Completion of industry proficiency courses (e.g., CSC, CPH, CIM, or progress toward the CFA designation) is preferred.
• French language capabilities are considered an asset.
• Ability to identify opportunities and initiate contact without constant supervision.
• A "team-first" approach to working with portfolio managers and national accounts as well as compliance.
• Comfortable in a role that balances internal office coordination with external business development.
• The ability to move beyond transactional support to become a trusted consultant for high-net-worth advisor teams.

Responsibilities

• Act as point of contact for advisor inquiries regarding Lorica’s fixed income strategies, providing timely and accurate information.
• Consult with advisors and advisor teams to demonstrate how Lorica’s SMA strategies fit within various client portfolio models.
• Organize and lead meetings with existing clients to ensure business retention, while also identifying and meeting with prospective advisors at approved firms.
• Cultivate deeper relationships with key advisor teams at major bank-owned dealers (specifically RBC DS and BMO Nesbitt Burns) and boutique firms. Grow net new relationships for Lorica.
• Develop and execute proactive strategies to identify new potential clients and generate interest in Lorica’s differentiated products, particularly our Impact Fixed Income strategies.
• Coordinate with National Accounts, Client Services Manager, and the Investment Team to align sales targets and ensure a seamless client experience.
• Work with internal and external parties who influence sales and product placement within client firms.
• Maintain a consistent office presence in Toronto to coordinate with the Manager, Client Services, investment and operations teams.
• Gradually increase external activities, including travel and face-to-face advisor presentations, as the role evolves toward a senior wholesaling capacity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level