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TELUS

Senior Consultant

Posted 4 Hours Ago
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In-Office
Calgary, AB, CAN
Senior level
In-Office
Calgary, AB, CAN
Senior level
Provide investment consulting to institutional clients (pension plans, endowments): analyze performance, risk, asset allocation, manager research; prepare client materials and reports; present recommendations; manage workstreams; mentor analysts; contribute to thought leadership and process improvements.
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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.

The Senior Consultant plays a key role in delivering high quality investment consulting services to institutional clients, including pension plans, endowments, and other fiduciaries. Working closely with Principals and Partners, as well as junior Analysts, the Senior Consultant supports client relationships, contributes to investment analysis and recommendations, and takes increasing ownership of client deliverables and projects.
This role is suited to a professional with strong analytical capability, sound investment knowledge, and demonstrated experience working with institutional investment programs who is ready to deepen their consulting expertise and client exposure.

Role Overview

The Senior Consultant plays a key role in delivering high‑quality investment consulting services to institutional clients, including pension plans, endowments, and other fiduciaries. Working closely with Principals and Partners, as well as junior Analysts, the Senior Consultant supports client relationships, contributes to investment analysis and recommendations, and takes increasing ownership of client deliverables and projects.

This role is suited to a professional with strong analytical capability, sound investment knowledge, and demonstrated experience working with institutional investment programs who is ready to deepen their consulting expertise and client exposure.

Key Responsibilities

  • Support ongoing client relationships by contributing to meeting preparation, materials, and follow‑up
  • Participate in client meetings and, over time, present analysis and recommendations alongside senior team members
  • Conduct investment performance analysis, risk analysis, and peer benchmarking across asset classes, investment policy reviews, asset allocation studies, and portfolio structure analysis
  • Participate in investment research, assisting with investment manager searches, ongoing monitoring, including qualitative and quantitative assessments, documentation, and maintenance of internal databases
  • Draft clear, concise client reports and presentations tailored to audience sophistication
  • Review work prepared by Analysts for accuracy, consistency, and relevance
  • Manage assigned workstreams within client engagements and special projects
  • Coordinate with colleagues across investment consulting, actuarial, and broader consulting teams when applicable
  • Continue developing investment and consulting expertise through formal training and practical experience
  • Stay current on capital markets, manager trends, governance practices, and regulatory considerations
  • Contribute to internal initiatives, thought leadership, and process improvement efforts

Qualifications & Experience

  • Bachelor’s degree in Finance, Business, Economics, Mathematics, Statistics, Actuarial Science, or related field
  • Typically ~10 years of experience in investment consulting, asset management, pension consulting, or a related institutional investment role
  • Solid understanding of institutional investment portfolios, asset classes, and performance measurement
  • Progress toward, or completion of, a professional designation such as CFA is an asset
  • Experience working with pension plans, endowments, or fiduciary investment arrangements is an asset

Skills & Competencies

  • Strong analytical and problem‑solving skills with attention to detail
  • Ability to synthesize complex investment information into clear, decision‑useful insights
  • Professional communication skills — written and verbal — with developing confidence presenting to clients
  • Strong organizational skills and ability to manage multiple priorities effectively
  • Collaborative mindset with a willingness to learn and mentor junior colleagues

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.

TELUS Calgary, Alberta, CAN Office

2 Ave SE,, Calgary, AB , Canada, T2A 5N7

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