Careers in Responsible Investment

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Current RI Job Postings

SHARE: Project Coordinator

JOB SUMMARY

SHARE is looking for a Project Coordinator to fulfil a one-year contract to help
coordinate the Reconciliation and Responsible Investment Initiative. The Reconciliation
and Responsible Investment Initiative is a joint project of SHARE and the National
Aboriginal Trust Officers Association (NATOA) with the goal of building leadership
among Indigenous and non-Indigenous investors to support reconciliation through their
investment and stewardship policies and practices. The Project Coordinator will have
regular interaction with indigenous trustees, trust officers and communities.

Reporting to SHARE’s Director of Responsible Investment, the project coordinator will
be responsible for coordinating activities for the RRII initiative including internal and
external communications, workshops and events as well as conducting research and
contributing to reports. The project coordinator will work closely with and support the
Project Steering Committee. The ideal candidate will have some experience in a similar
project coordination role and be willing to work in a fast-paced environment. The
position requires a detail-oriented person with strong organizational skills, who has the
ability to work as part of a team and manage multiple priorities as well as to perform
tasks with minimal supervision. Strong written and oral communications skills as well as
a positive attitude are critical. The ability to travel in Canada is a requirement for this
position.

SHARE hires on the basis of merit and is committed to employment equity. We
encourage all qualified persons to apply; however qualified applicants of Indigenous
ancestry will be given priority.

JOB RESPONSIBILITIES
Project Coordination and Communications

  • Coordinate project communications with internal and external stakeholders.
  • Organize meetings with the Project Steering Committee and prepare relevant
    meeting materials.
  • Receive and respond to requests for information about the RRII.
  • Help to prepare reports to funders.

Event Coordination

  • Coordinate event logistics for courses, conferences and special events.
  • Source and liaise with event suppliers such as hotels, caterers, volunteers and audio-
    visual services.
  • Coordinate with the National Aboriginal Trust Officers Association, individual
  • Indigenous Trust officers and communities to coordinate workshop logistics, content.
  • Communicate with event partners, speakers and participants.
  • Help create and carry out marketing campaigns and outreach efforts for RRII events
    and courses.

Research

  • Conduct research on the opportunities and challenges associated with Indigenous
    employment, contracting and advancement opportunities.
  • Coordinate interviews with Indigenous organizations, institutional investors, asset
    managers and other key stakeholders on Indigenous employment, contracting and
    advancement opportunities.
  • Assist with drafting research documents and reports.

SKILLS & QUALIFICATIONS

  • University degree in business, finance, economics, social sciences or a related
    discipline, or a combination of related education and work experience
  • Two years’ experience in a similar position
  • Highly organized, accurate, attentive to detail, with excellent time management skills
  • Maintains a positive, flexible and responsive attitude and team-oriented style
  • Strong writing skills
  • Proven computer skills in Microsoft Office, web-based applications and contact
    relationship management (CRM) databases
  • Some knowledge of, or background in responsible investment considered an asset
  • Previous project coordination experience an asset

The position is covered by a collective agreement and offers a competitive salary with
vacation allowance, generous benefits and a 5% RRSP contribution. Please submit a
cover letter and resume to [email protected] by 5pm (Pacific) on April 20, 2018. No phone
enquiries please.

We thank all applicants in advance; however, only those selected for
an interview will be contacted.

Catalyst Community Developments Society: Development Analyst

Catalyst Community Developments Society is a not-for-profit developer with over 600 affordable rental homes and 60,000 sq. ft. of community program space currently in various stages of development across BC. We are a group of passionate, hard-working, dedicated people. We enjoy what we do, and believe strongly in our mission.

We are currently seeking a Development Analyst to join our team. This role would ideally suit someone with strong analytical and financial modelling skills coupled with a passion for building community through affordable rental housing projects. The successful candidate will be a talented, multi-tasking individual with strong attention to detail, great problem-solving, time-management, and computer skills, an intrinsic sense of curiosity, a keen sense of humor, and the ability to embrace a diverse workload with a positive and results-oriented focus.

Reporting to the VP Project Planning and Partnerships and offering key support to the President and CFO, your job tasks would include:

  • Creating and analyzing pro forma budgets and cash flows for real estate development projects and income producing assets.
  • Modelling debt and equity structures to help mitigate risk and meet or exceed project affordability targets.
  • Maintaining of pro formas throughout the project life-cycle.
  • Developing, reviewing, and striving to continuously improve financial and other reports.
  • Preparing financial packages related to project financing.
  • Conducting research and financial/real estate market analysis.
  • Attending stakeholder meetings as required.
  • Supporting the VP of Project Planning and Partnerships and other staff in preparation of community and project presentations.

Qualities

  • Responsive, thoughtful, and analytical by nature, with a strong aptitude for finance/numbers.
  • Self-starter, highly motivated, and able to manage your time without a lot of supervision.
  • Enjoys the details, getting things right, staying organized, developing systems, being methodical.
  • An excellent collaborator with strong communication and interpersonal skills.
  • Enjoys being part of a team and recognizes the importance of each member of the team and their roles.
  • Able to apply strong quantitative skills without losing sight of the bigger picture.
  • Passionate about building community and affordable rental housing.
  • Possesses strong written and oral presentation skills.

Qualifications/Experience

Work experience that demonstrates the above qualities and skills, with a minimum of three years’ directly relevant work experience is required.

  • Degree/Diploma in management/business, real estate, planning, urban land economics, etc.
  • Advanced Excel skills, with advanced modeling skills.

If you think you’d be a good fit for us and for this role, please send your resume in pdf format to [email protected] with “Catalyst – Development Analyst” in the subject line. We look forward to hearing from you. This is a full-time position located in Vancouver, BC. This posting will remain open until filled.

Stephen Whipp Financial: Practice Manager

About

Stephen Whipp Financial is a small investment team within Leede Jones Gable Ltd., located in Langford, British Columbia, on Victoria’s Westshore. We specialize in responsible investing and offer unique managed products that reflect a wholistic analysis of Environment, Social and Governance (ESG) performance, as well as financial performance.

The Practice Manager serves as the key point of coordination, administration and communication on the expanding advisor/staff team. S/he is responsible for the administrative operations of the office and the coordination of the team. As such s/he must understand the values and ethics that underlie the practice, and represent them enthusiastically. S/he must be able to smoothly manage both people and processes to create an excellent experience for clients and effective team processes.

The Practice Manager is a demanding and dynamic leadership position, running a small office, organizing Stephen’s time and work, providing administrative and organizational support to the team, coordinating client service and working with the Leede Jones Gable back office. The job runs the gamut from basic clerical and paperwork tasks to using sophisticated software applications, preparing complex reports, problem-solving client issues, organizing meetings/events, and representing Stephen Whipp Financial to others. S/he must be a flexible self-starter and team player who is interested in the responsible investment business, thrives on change and growth, multi-tasks and problem-solves easily, loves to learn, and works well with people. S/he must be committed to what we call the triple E’s – excellence, effectiveness and efficiency – while also having a sense of humour and a friendly demeanor.

Reporting to and working closely with Stephen Whipp, Managing Director, s/he is expected to work collaboratively as a member of the team, and take on increased team leadership responsibilities over time. After a training /overlap period with the person leaving the position, during which the Practice Manager will learn all duties of the position, we expect that s/he will be involved in defining and recruiting for an administrative assistant position to provide ongoing clerical and administrative support. Depending on the growth of the team, this position may be also responsible for managing contractors.

This position requires Securities licensing, or a commitment to become Securities-licensed within 24 months of hiring.

Responsibilities

The Practice Manager will create and maintain an efficient, organized and welcoming office and client service environment that reflects the values of the practice and exceeds the standards of the industry. This requires multi-tasking and problem solving on a daily basis, proactive work-planning, coordination of team activities, responding to changing priorities and anticipating tasks and issues before they arise. It also requires excellent inter-personal communication skills, an understanding of marketing and communication strategies, and the ability to follow and update policies and procedures.

The key duties and responsibilities are set out below. Because this is a small office operating in a changing environment, additional duties may be assigned as required.

Team Coordination and Support

  • Lead ongoing implementation of the Business Operations Framework and related Procedures Lead daily ‘stand-up’ team meetings and coordinate related follow-up
  • Maintain and coordinate team calendar
  • Develop and manage team project plans and meetings as needed
  • As needed, liaise with Leede Jones Gable Compliance
  • Represent Stephen Whipp Financial, including attending networking events
  • Organize specific projects or events as directed
  • Provide back up to other team members as needed

Client Service Support

  • Use client relationship management system (Maximizer) Complete/check client paperwork
  • Manage client on-boarding process
  • Coordinate proactive client contact and appointment scheduling
  • Draft and prepare letters and reports (templates and unique)
  • Review, analyze and update client files in preparation for client meetings
  • Follow-up and document all client interactions
  • Receive client inquiries, problem-solve and take appropriate actions, including working with Leede Jones Gable back office and other financial institutions as needed
  • Plan and coordinate client appreciation activities

Executive Support for Stephen Whipp

  • Take, prepare and distribute/document notes/minutes of meetings
  • Provide time management support and assist with managing e-mail/paperwork
  • Make travel and accommodation arrangements
  • Office Administration
  • Manage incoming/outgoing office communications (telephone, mail, courier and e-mail) Manage petty cash, invoicing and liaising with bookkeeper
  • Maintain paper and electronic files
  • Liaise with janitorial service, Xerox and other suppliers
  • Organize and order office and kitchen supplies
  • Prepare for regular Compliance audits

Knowledge

Required

  • Securities license or commitment to obtain within 24 months of hiring
  • Demonstrated knowledge of MS Word, Excel, PowerPoint, Outlook and database management software
  • Awareness/understanding of the wealth management and investment industry
  • General understanding of client confidentiality requirements
  • Knowledge of office systems, equipment and organization
  • Knowledge of how policies and procedures work
  • Knowledge of client service processes and expectations
  • Basic awareness of environmental and social justice issues
  • Understanding of staff supervision, team building and leadership development techniques/processes
  • Awareness of different learning and communication styles

Preferred

  • Diploma in Business Management/Administration or equivalent
  • Knowledge of industry-specific software for client account management (Dataphile); contact management (Maximizer)
  • Financial planning (Naviplan)
  • Knowledge of project management software
  • Additional training/and or keen interest in further training in the industry e.g. insurance license

Skills and Abilities

Required

  • Strong organizational skills including prioritizing, anticipating, multi-tasking, coordinating, communicating and adapting to change
  • Excellent computer skills, including report preparation
  • Strong client service skills
  • Ability to pay attention to and take care of the details
  • Effective oral and written interpersonal communications skills, including excellent telephone manner and ability to listen carefully and speak clearly
  • Ability to work well with people, including diffusing difficult situations and problem-solving Ability to work well alone and as a member of a team
  • Leadership ability, including meeting chairing/facilitation and project planning
  • Ability to prepare high quality presentation documents including financial plans, reports and proposals
  • Ability to represent the employer to the public in an appropriate and professional manner

Preferred

  • Comfort level with networking in community and business environments

Required Experience

Minimum ten years’ experience in financial industry, preferably in an IIROC-regulated settingMinimum five years’ experience in following areas:

  • Supervising staff and/or coordinating teams
  • Developing/working with/implementing administrative procedures
  • Providing/overseeing client/customer service

Personal Qualities and Attributes

  • Understanding and commitment to progressive social values Enthusiastic, cheerful and positive attitude
  • Sense of humour
  • Common sense
  • Creativity and flexibility
  • Self-motivation and initiative
  • Capacity to ‘zoom in and out’
  • Capacity to anticipate and see ahead
  • Ability to work collaboratively as a member of a team Willingness to learn and adapt
  • Interest in people
  • Confidence

Hours

This is a demanding full-time job requiring 37.5 hours per week. Extra time in the evenings or weekends may be required to complete tasks, participate in events and/or fulfill training/licensing requirements. On-the-job training in existing office procedures and Leede Jones Gable Ltd. systems will be provided on site.

Compensation

  • Competitive salary based on experience and qualifications
  • Generous benefits package after satisfactory completion of three-month probation period Potential for bonus
  • Access to Leede Jones Gable Ltd. share purchase plan

Send applications to:

Stephen Whipp Financial
734 Goldstream Ave
Victoria, BC, V9B 2X3
Attention: Jill Finerty
jfinerty[at]leedejonesgable.com

SolarShare: General Manager

Closing Date: November 20, 2017; applications reviewed on a rolling basis
Start Date: January 2, 2018

Term: Parental Leave Contract, approximately 8 months
Time Commitment: Full time, 37.5 hours per week
Salary Range: $65,000 to $85,000 annual equivalent, commensurate with experience
Benefits: 2 weeks vacation over term of contract, health and wellness allowance

Summary of Role

SolarShare is looking for a talented individual to lead the organization as General Manager for a period of approximately eight months during a parental leave. The ideal candidate will have demonstrated experience leading a business or business unit, including experience managing budgets, strategy, operations, human resources and business development activities.

The General Manager is responsible for day to day management, ongoing process improvements, overseeing business and contractual relationships and managing four part and full time staff and third party service providers.

This is a unique opportunity to join the rapidly expanding and dynamic renewable energy sector in a well-established social enterprise. The successful candidate will join a passionate, hard-working team of staff, board and committee members that are dedicated to positive social and environmental change. SolarShare encourages diversity and supports work-life balance, professional development opportunities, and flexible work hours.

Responsibilities

As the General Manager, you will be expected to perform the following key tasks, along with any other activities as required:

Operations

  • Oversee, direct and support the Community Investment & Marketing Manager, Project Manager, Outreach Coordinator and Operations & Maintenance Coordinator
  • Review monthly financial statements and manage costs to budget
  • Report to the board monthly and attend monthly board and committee meetings
  • Support the activities and development of the Board of Directors and Committees
  • Lead the improvement of internal organizational policies and processes

Finance

  • Research and analysis of financing strategy and opportunities
  • Develop and manage relationships with member and institutional investors
  • Update and manage SolarShare’s financial models, maintain an annual budget, and provide regular analysis and reporting

Business Development

  • Assess the economic feasibility of new investment opportunities
  • Assist with the development of new partnerships and market strategies
  • Assist in origination and evaluation of new solar opportunities
  • Represent SolarShare in public speaking engagements and other media

Qualifications & Skills

  • Five years of experience in a related role
  • Excellent understanding of financial products, economic analysis and management
  • Experience in marketing, sales, and communications is an asset
  • Technical understanding of solar photovoltaic systems as well as Ontario’s solar market, including the feed-in-tariff program
  • Strong organizational management skills and demonstrated ability to oversee and direct staff, as well as experience reporting to a Board of Directors
  • Experience with business development in the solar energy industry
  • Excellent attention to detail and a strong sense of tact, diplomacy and teamwork
  • Demonstrated understanding of any or all of the not-for-profit, co-operative, social enterprise and environmental sectors

HOW TO APPLY

Please send a cover letter and resume as a single PDF with a file name (lastname.firstname) and the subject line “General Manager” to:
jobs @ solarbonds.ca* by Monday November 20, 2017, 9:00 am. Candidates are encouraged to submit their applications as soon as possible, as they will be reviewed on a rolling basis.

In your cover letter please outline your skills and experience related specifically to the areas of responsibility outlined above and why you are interested in joining the SolarShare team.

SolarShare is fully committed to equal opportunity employment, and evaluating all applications equally. We thank you for your application but only those chosen for an interview will be contacted; no phone calls please.

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SolarShare: Community Investment & Marketing Manager

Application Closing Date: November 20, 2017; applications reviewed on a rolling basis
Start Date: January 25, 2017

Term: Maternity Leave Contract, approximately 1 year
Time Commitment: Full time, 37.5 hours per week, evening and weekend hours as required
Salary Range: $50,000 – $65,000 annually, commensurate with experience
Benefits: 3 weeks vacation, health and wellness allowance

Summary of Role

SolarShare is looking for a passionate, results-driven individual with experience in sales and marketing. The Community Investment and Marketing Manager oversees Solar Bond sales, marketing, communications, and community outreach.

Successful candidates will be independent, quick on their feet, and have demonstrated success in a target-based sales and marketing role. The office is located in downtown Toronto and occasional travel within Southern Ontario, outside of office hours (evenings and weekends) is required. A valid G license is a must. The successful candidate will join a fun and hard-working team of social innovators dedicated to promoting clean energy and social finance. SolarShare encourages work-life balance, and offers professional development opportunities and flexible work hours.

Responsibilities

As the Community Investment and Marketing Manager, you will be expected to perform the following tasks, along with any other activities as required:

  • Execute the SolarShare sales and marketing strategy and budget for 2018; prepare the 2019 sales and marketing strategy and budget.
  • Ensure Solar Bond sales goals are achieved.
  • Liaise with potential investors via phone, email, and in person about purchasing Solar Bonds, co-op membership, and solar energy. Prepare and disseminate media releases to appropriate audiences.
  • Maintain and foster new partnerships with external suppliers and agencies, as well as investment service providers and collaborators, including TREC Community Bond Management Services, brokerages, and financial institutions.
  • Manage all digital, out-of-home, and print advertising
  • Oversee and execute Solar Bond renewal and redemption campaigns; track progress, and measure results.
  • Develop and conduct in-person SolarShare information and sales presentations at conferences, community meetings, and events. Work with Outreach Coordinator to exhibit SolarShare at various events throughout the province.
  • Communicate marketing, sales, and outreach progress to General Manager and Board of Directors on a monthly basis.
  • Manage all aspects of solarbonds.ca, including content creation, updates, and online investment forms. Create informative and timely member / investor e-newsletters. Supervise SolarShare’s social media presence with Outreach Coordinator: FacebookTwitterLinkedIn.
  • Supervise and manage SolarShare’s part-time Outreach Coordinator.

Qualifications & Skills

  • Five years of experience in a related role
  • Demonstrated success in sales and marketing
  • Experience working with budgets and communicating financial information
  • Experience with grassroots marketing and event coordination
  • Knowledge of the renewable energy industry and policy environment in Ontario is an asset
  • Knowledge of the social finance and/or investment industry is an asset
  • Strong writing and communication skills
  • Highly organized and self-motivated
  • Confident public speaking ability
  • Graphic design skills an asset

HOW TO APPLY

Please send a cover letter and resume as a single PDF with a file name (lastname.firstname) to: 
jobs @ solarbonds.ca* and the subject line “Community Investment and Marketing Manager” by Monday November 20, 2017, 9:00 am. Candidates are encouraged to submit their applications as soon as possible, as they will be reviewed on a rolling basis.

In your cover letter please outline your skills and experience related specifically to the areas of responsibility outlined above and why you are interested in joining the SolarShare team.

SolarShare is fully committed to equal opportunity employment, and evaluating all applications equally. We thank you for your application but only those chosen for an interview will be contacted; no phone calls please.

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bcIMC: Manager, Data Governance

Overview

bcIMC is seeking a permanent full-time Manager, Data Governance, in our Investment Operations department in Victoria, B.C. The Manager will have direct responsibility for the success of the Data Governance program and will be tasked with providing leadership on this cross-departmental initiative. The Manager will also contribute to the effective management of data vendor contracts and relationships for the corporation, including efforts to transition this function to the EDM group.

The ideal candidate will have demonstrated abilities in facilitation, collaboration, and in-depth business and process analysis. Experience analyzing and resolving data issues and an in-depth understanding of data and technology trends within asset management is highly desirable.

Investment Operations (IO) is made up of four branches: Trade Management, Cash Operations, Enterprise Data Management and Derivative Operations. These teams support trade settlement, provide pooled fund and regulatory compliance monitoring, manage daily cash flows, manage corporate data, and administer the derivative processing and collateral management for the Corporation.

Qualifications

  • 5+ years direct experience in a similar role within the investment industry or 7+ years experience in data management and governance in other industries
  • Applicable university degree and/or relevant professional designation
  • Equivalent combinations of education and experience may be considered

Closing date: November 21, 2017.

To learn more about this position and apply, go to https://careers.bcimc.com/res_joblist.html

About bcIMC

bcIMC provides employees with a productive and fast-paced work environment, competitive compensation, a performance incentive plan, four weeks of vacation, employer-funded health plans, and a defined benefit pension plan. Our recruitment process requires that the successful candidate agrees to undergo a criminal record search, education and designation verification, to provide a declaration of no previous or current criminal status, and to comply with our corporate Code of Ethics & Professional Conduct.

bcIMC offers an exceptional opportunity to work at a world-class organization while living in a west coast setting. We are a significant institutional investor whose investments span the world. Our major clients are pension plans, and the work that we do helps to secure the retirements of hundreds of thousands of people. Our success depends on our high-performing employees. The people who work at bcIMC are committed, passionate, and approachable. They aim for continuous improvement and share bcIMC’s core values of accountability, transparency, integrity, and team cohesiveness.

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TD: Environmental Risk Manager, Environmental Affairs

Company Overview

Tell us your story. Don’t go unnoticed. Explain why you’re a winning candidate. Think “TD” if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us. Here’s our story: jobs.td.com

Department Overview

The Environmental Affairs group is part of Corporate Citizenship team which sits within TD’s Marketing Group. Environmental Affairs is responsible for guiding the development and implementation of TD Bank Group’s enterprise-wide environment strategy and programs. Key pillars of activity include: TD’s operational footprint; responsible financing activities; green product development, and engaging employees and communities.
 

Job Description

We are seeking an Environmental Risk Manager to support TD’s responsible financing pillar by conducting environmental and stakeholder risk reviews for TD’s various credit business lines. Specific duties include:

  • Provide subject matter expertise, and conduct research and analysis, to assess environmental and stakeholder risk for financing deals. Ensure that environmental due diligence is properly supported, reasonable, and in compliance with Bank policies and procedures.
  • Provide concise and accurate summaries of environmental risk and stakeholder risk, engage with and support credit risk managers and other internal business partners.
  • Track and maintain records of escalations, assessments, and outcomes. Provide annual reporting on environmental risk to fulfill TD’s various reporting requirements including the Corporate Social Responsibility Report and numerous third party surveys (e.g., CDP, DJSI, Sustainalytics, MSCI, etc.), and complete TD’s annual Equator Principle reporting.
  • Support Senior Managers and Executives in providing responses to letters and correspondence from environmental stakeholders. Manage the review and approval process, and ensure each response is actioned and recorded.
  • Provide project management for major projects relating to environmental risk, such as the update of TD’s E&S Risk Procedures for non-retail credit business lines, and training of internal business partners. Serve as an environmental subject matter expert and resource to partners across the bank.
  • Engage and develop strong working relationships with internal business partners and external stakeholders who have an interest in environmental and stakeholder risk.
  • Ensure environmental risk data management meets requirements of internal audit.
  • Maintain TD’s Environmental Management System, ensuring alignment to ISO 14001
  • Support environmental communications team by providing environmental data, facts, and analysis for internal and external communications.
  • Keep up-to-date on environmental trends, news, and pathways to environmental leadership within the financial services industry.
  • Provide environmental subject matter expertise, ad-hoc research and analysis, and lead new environmental projects as required.

Requirements

The ideal candidate will have:

  • 3 – 5 years’ experience conducting environmental risk reviews, leveraging data analytics and analysis
  • Advanced degree in environmental sciences or related field; MBA / post-secondary education in business an asset
  • Working knowledge of environmental law and regulatory processes in US and Canada
  • Understanding of environmental issues relating to the financial services sector. Experience in the financial services industry is an asset
  • Experience in navigating data platforms such as Sustainalytics and Bloomberg
  • Strong analytical and data management skills and experience
  • Strong project management skills and commitment to meeting deadlines
  • Advanced skills in MS Excel, MS Word, and MS Powerpoint
  • Ability to effectively communicate with a variety of personalities and skill levels, including senior management
  • Strong relationship building skills — a good “people person”; collaborative approach
  • Ability to work independently, think critically, multitask and make decisions in a fast-paced environment
  • Practical, business-based perspective
  • Strong attention to detail
  • Can-do attitude

Additional Information

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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New Market Funds: Director, Community Lending

About New Market Funds

New Market Funds Inc. is an investment firm that focuses on investments with long-term community benefit. Our strategy is to combine a rigorous investment process with our sector knowledge and relationships to bring investment capital forward to meet community need. New Market Funds Inc. supports the work of the Community Forward Fund Assistance Corporation as well as New Commons Development, a non-profit real estate development corporation. New Market Funds is owned by a registered Canadian charity (New Market Funds Society).

Community Forward Fund Assistance Corporation (CFFAC) is a registered investment fund manager, distributor and portfolio manager (restricted) that invests in loans to community-based and social- purpose organizations. CFFAC is also responsible for providing fund management services to the Canadian Co-operative Investment Fund (CCIF), a new start-up fund that invests in loans, quasi-equity and equity in Canadian co-operative enterprises and organizations.

As our business grows, we are looking for a Director, Community Lending. This a key new role that will focus on identifying investment opportunities and executing transactions for CFFAC and CCIF. Working with an experienced senior underwriter and the New Market Funds team, the Director has responsibility for building and managing the investment portfolios and achieving the objectives and targets the funds. The Director will also help to inform new community lending work taken on by New Market Funds.

To support the breadth and depth of responsibilities, the successful candidate must have strong leadership skills, excellent communication skills, a proactive and “hands-on” approach and must be comfortable in a growing, dynamic business environment. If interested, you should:

  • Be excited to be part of an innovative organization that is growing and evolving,
  • Join a growing dynamic team of highly motivated individuals who enjoy working together at a firm that is making a difference, and
  • Want to work hard, but are also able to laugh and enjoy time with your colleagues.
  • Role Responsibilities
  • We seek an individual who can build on the achievements of Community Forward Fund and find new markets for Fund investments, working in conjunction with the CFFAC lead on lending. Key responsibilities for CFFAC and CCIF include: Identifying investment opportunities
  • Development of an investment portfolio growth strategy • Work with key partners and stakeholders of CFFAC and CCIF in identifying investment opportunities
  • Promote CFF and CCIF through the development of community and organizational networks Collaborate on deal underwriting
  • Provide a preliminary review of potential investments
  • Work with team members to develop deal terms
  • Support the work of the CCIF Investment advisory committee in the review of transactions
  • Support the work of the investment committee in the review and approval of transactions
  • Provide overall investment portfolio management
  • Monitor investment performance
  • Develop strategies for under-performing investments
  • Assess overall portfolio risk and develop risk mitigation strategies as required
  • Assist I the preparation of investment reports (internal and external)
The Director, Community Lending will work with the New Market Funds Inc. team in the development of organizational strategies and the origination, underwriting, and management of other firm investments as required.

 

Qualifications

Required Experience
  • Undergraduate degree in Business, Finance, Accounting, Economics, Engineering, with strong GPA; similar graduate degree desirable
  • 5 years of related experience including lending in real estate, private equity, co-operatives and other community organizations
  • CFA, CA and/or CPA designation desirable
  • Fluent in both English and French desirable
Required Skills
  • Strong Excel and Financial Modelling skills
  • Microsoft Office suite (Outlook, Word, PowerPoint)
  • Evidence of personal engagement in, or desire for, social and environmental change
  • Ability to work independently and engage with team members that may be dispersed in other locations
The Director, Community Lending can be based out of our Vancouver or Toronto office. New Market Funds Inc. is committed to equity in employment and encourages applications from all qualified applicants. If you are a candidate with a disability and require accommodation during the hiring process, please contact us.
 
If you think this describes you and the role you are looking for, please submit a cover letter and a resume to [email protected] with the subject line “Application: New Market Funds Director – Community Lending.” All qualified applicants are invited to apply. We thank all applicants; however, we will only contact those applicants selected for an interview.

Encasa: Senior Investment Advisor

About Encasa Financial

Encasa Financial Inc. is a registered Investment Fund Manager that manages the investment of pooled capital reserves of non-profit and co-operative housing providers and other value-aligned organizations. Encasa Financial operates the Social Housing Investment Funds (SHIF), consisting of three mutual funds targeted to the investment needs of non-profit and co-operative housing providers, and other not-for- profit organizations. We are a small, high-performing team in a fast-paced, collaborative and mutually respectful office environment.

We have an exciting opportunity for a Senior Investment Advisor! This is a new role for Encasa resulting from a change in the delivery model of our products and services. We are looking for someone with a keen interest in responsible investment products and shares our values of building and strengthening the non-profit and co-operative sector. The ideal candidate will be someone who is motivated by the challenge of building our business with us and providing direct and indirect value to our investors.

This role is located in Toronto, Ontario, working from our head office.

Responsibilities

As the Senior Investment Advisor, you will be a key member of our team and be integral in the delivery of superior, personalized advice-based service to current and prospective clients who are primarily non- profit and co-operative housing provider corporations.

You will need to:

  • Provide investment allocation advice and services to our clients by understanding their investment and cash flow needs and offering our Social Housing Investment Funds (SHIF)
  • Work with the Encasa team to look for market expansion opportunities in Ontario as well as other provinces with a non-profit and affordable housing sector perspective in mind
  • Work with clients to develop an appropriate, value focused investment portfolio using Encasa’s three SHIF mutual funds
  • Provide updates to over 800 existing clients, as well as new clients on their investment performance and work with them to rebalance their account as appropriate
  • Be responsible for the customer support systems, and assist in the further development. and implementation the highest standards of customer care and support
  • Ensure all client interaction and administration is compliant with Canadian securities regulations and the policies of Encasa Financial
  • Be involved in initiating, organizing and participating in investment forums, trade shows, seminars and webinars for client groups
  • Help to develop and execute marketing and communication strategies including creating investment focused articles, newsletters and social media posts.
  • Coach, mentor and supervise junior team members as required in Vancouver and Toronto

Qualifications

What we’re looking for in a candidate:

  • Holds a CFA and/or CFP designation
  • Minimum 5 years of experience in investment or financial planning
  • Minimum 3 years of experience in coaching and/or supervising a team
  • MFDA license or similar qualifications
  • A strategic self-starter who is a creative problem solver and is comfortable working with minimum level of supervision
  • Excellent communication and customer service skills
  • Successful at marketing investment programs and growing the investor base
  • Motivated in delivering value to the non-profit and co-operative sector
  • Actively interested in responsible investment
  • Has the flexibility to work off-hours and be willing to travel in and out of the province

Bonus points awarded for:

  • CIM designation
  • Bilingual in French and English

What We Offer:

  • A meaningful career helping to support the social housing sector
  • Competitive salary that aligns with experience and qualifications
  • A key role in shaping strategies and a definitive impact on the business

To Apply:

Please send your cover letter and resume to [email protected] on or before October 23, 2017. Encasa would like to thank all candidates for their interest in the position. However, only candidates selected for an interview will be contacted.

Encasa is committed to equity in employment and encourages applications from all qualified applicants. If you are a candidate with a disability and require accommodation during the hiring process, please contact us.

 

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