Director, Investments
Top Benefits
About the role
Salary Range: $124,600 - $166,100 CAD
Company: CAA Club Group
Position Type: New position
About U
sAt CAA Club Group, we are passionate about keeping our Members safe - whether they are on the road, at home, or travelling abroad. As a trusted Member-based organization, we provide products and services that are essential to Members’ safety and peace of mind. With over 2.6 million Members across Ontario and Manitoba, we advocate on issues such road safety and infrastructure, the environment, seniors’ mobility, and consumer protection. Associates share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for our Members. CAA Club Group is a member of the CAA Club Group of Companies
.
Who We A
reAre you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passio
n!
At CCG, we are committed to delivering an exceptional Associate experience. We off
er:- Work-life harmony with access to an award-winning holistic wellness progr
am,- Continuous learning through our robust corporate curriculum and education reimbursement progr
am,- Incredible rewards, travel incentives, and product and service discoun
ts,- Pay-for-performance and best-in-class recognition programs,
and- Competitive benefits that include a defined contribution plan, personal spending account, and so much mo
re.
Join our growing team where everyone belo
ngs!
What You Wi
- ll DoAssist in ALM and development and maintenance of strategic asset allocation for multiple CCG portfolios, including three insurance entities, a DB pension plan, and an NPO by evaluating a range of inputs such as existing holdings, relative value across asset classes, capital charges, actuarial liability profiles, liquidity needs, and capital‑market assump
- tionsLead, source, research, and analyze investment managers and strategies, participating in searches and conducting evaluation and due diligence on potential new man
- agersEvaluate and monitor investment managers across all CCG portfolios, including the CAP plans, using both quantitative and qualitative methods, ensuring all contractual standards and service‑level agreements ar
- e metContribute to the development of intellectual content, including analysis of industry trends in pension and insurance asset management, and assessments of new asset cl
- assesMonitor asset‑mix levels based on SIPP minimum, target, and maximum ranges. Recommend and coordinate rebalancing transactions among investment managers and the cust
- odianLead the preparation and execution of transaction requests by managing investment instructions, capital calls, and distributions for both public and private market transac
- tionsContribute to the development of a holistic investment strategy for each CCG entity, including assisting in the creation and maintenance of strategic asset‑mix ta
- rgetsAssist the VP/AVP with portfolio construction and risk analytics, recommending tactical adjustments across multiple asset classes to enhance risk‑adjusted re
- turnsDevelop reporting metrics and KPIs, analyze investment performance, and act as the lead in preparing monthly and quarterly performance reports for the Investment Committee and
- BoardAssist the VP/AVP with presentations to the Investment Committee and
- BoardServe as a key point of contact for day‑to‑day relationship management with external partners, including custodians, consultants, investment managers, and other financial institu
- tionsEnsure compliance with all relevant regulations and standards, including MCT, IFRS, and applicable OSFI and FSRA guide
- linesAssist in the preparation of the Investment budgets file detailing the expected income from the portf
- oliosPerform other duties as req
uired
Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to
apply.
Who
- You AreUndergraduate degree in Finance, Commerce, Business, Economics, Statistics or Mathematics or other related dis
- ciplineCompletion of the CFA
- programMinimum of 9 years of progressive experience in the investment industry preferably at an insurance firm or a pensi
- on planFundamental understanding of investment products across asset classes, including equity, fixed income, securitized products, preferred shares, private equity, Infrastructure, private credit and real
- estateFamiliarity with the accounting, regulatory, risk management and strategic frameworks under which Canadian P& C insurers
- operateMust have thorough knowledge of Liability Driven Inve
stments
Please note that internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being
posted.
Please note that we may use AI tools to help us through the recruitment
process.
Our
CommitmentWe are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet y
our needs.
Not the right fit? Search for Director, Investments jobs in Markham, Ontario
About CAA Club Group
For close to 120 years, we have been innovative leaders committed to meeting and exceeding the needs of Canada’s motorists and travellers.
CAA Club Group of Companies (CCG) is comprised of two automobile clubs—CAA South Central Ontario and CAA Manitoba— that provide Roadside Assistance, travel, insurance service and Member savings for our over 2.5 million Members. Our organization also includes CAA Insurance Company, a national property and casualty insurance company, Orion Travel Insurance Company, a nationwide trusted travel insurer, Echelon Insurance, a leading specialty insurer and CCG Advisory Services, a new company providing Ontarians with trusted advice on life, critical illness, and disability insurance.
Similar jobs you might like
Director, Investments
Top Benefits
About the role
Salary Range: $124,600 - $166,100 CAD
Company: CAA Club Group
Position Type: New position
About U
sAt CAA Club Group, we are passionate about keeping our Members safe - whether they are on the road, at home, or travelling abroad. As a trusted Member-based organization, we provide products and services that are essential to Members’ safety and peace of mind. With over 2.6 million Members across Ontario and Manitoba, we advocate on issues such road safety and infrastructure, the environment, seniors’ mobility, and consumer protection. Associates share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for our Members. CAA Club Group is a member of the CAA Club Group of Companies
.
Who We A
reAre you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passio
n!
At CCG, we are committed to delivering an exceptional Associate experience. We off
er:- Work-life harmony with access to an award-winning holistic wellness progr
am,- Continuous learning through our robust corporate curriculum and education reimbursement progr
am,- Incredible rewards, travel incentives, and product and service discoun
ts,- Pay-for-performance and best-in-class recognition programs,
and- Competitive benefits that include a defined contribution plan, personal spending account, and so much mo
re.
Join our growing team where everyone belo
ngs!
What You Wi
- ll DoAssist in ALM and development and maintenance of strategic asset allocation for multiple CCG portfolios, including three insurance entities, a DB pension plan, and an NPO by evaluating a range of inputs such as existing holdings, relative value across asset classes, capital charges, actuarial liability profiles, liquidity needs, and capital‑market assump
- tionsLead, source, research, and analyze investment managers and strategies, participating in searches and conducting evaluation and due diligence on potential new man
- agersEvaluate and monitor investment managers across all CCG portfolios, including the CAP plans, using both quantitative and qualitative methods, ensuring all contractual standards and service‑level agreements ar
- e metContribute to the development of intellectual content, including analysis of industry trends in pension and insurance asset management, and assessments of new asset cl
- assesMonitor asset‑mix levels based on SIPP minimum, target, and maximum ranges. Recommend and coordinate rebalancing transactions among investment managers and the cust
- odianLead the preparation and execution of transaction requests by managing investment instructions, capital calls, and distributions for both public and private market transac
- tionsContribute to the development of a holistic investment strategy for each CCG entity, including assisting in the creation and maintenance of strategic asset‑mix ta
- rgetsAssist the VP/AVP with portfolio construction and risk analytics, recommending tactical adjustments across multiple asset classes to enhance risk‑adjusted re
- turnsDevelop reporting metrics and KPIs, analyze investment performance, and act as the lead in preparing monthly and quarterly performance reports for the Investment Committee and
- BoardAssist the VP/AVP with presentations to the Investment Committee and
- BoardServe as a key point of contact for day‑to‑day relationship management with external partners, including custodians, consultants, investment managers, and other financial institu
- tionsEnsure compliance with all relevant regulations and standards, including MCT, IFRS, and applicable OSFI and FSRA guide
- linesAssist in the preparation of the Investment budgets file detailing the expected income from the portf
- oliosPerform other duties as req
uired
Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to
apply.
Who
- You AreUndergraduate degree in Finance, Commerce, Business, Economics, Statistics or Mathematics or other related dis
- ciplineCompletion of the CFA
- programMinimum of 9 years of progressive experience in the investment industry preferably at an insurance firm or a pensi
- on planFundamental understanding of investment products across asset classes, including equity, fixed income, securitized products, preferred shares, private equity, Infrastructure, private credit and real
- estateFamiliarity with the accounting, regulatory, risk management and strategic frameworks under which Canadian P& C insurers
- operateMust have thorough knowledge of Liability Driven Inve
stments
Please note that internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being
posted.
Please note that we may use AI tools to help us through the recruitment
process.
Our
CommitmentWe are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet y
our needs.
Not the right fit? Search for Director, Investments jobs in Markham, Ontario
About CAA Club Group
For close to 120 years, we have been innovative leaders committed to meeting and exceeding the needs of Canada’s motorists and travellers.
CAA Club Group of Companies (CCG) is comprised of two automobile clubs—CAA South Central Ontario and CAA Manitoba— that provide Roadside Assistance, travel, insurance service and Member savings for our over 2.5 million Members. Our organization also includes CAA Insurance Company, a national property and casualty insurance company, Orion Travel Insurance Company, a nationwide trusted travel insurer, Echelon Insurance, a leading specialty insurer and CCG Advisory Services, a new company providing Ontarians with trusted advice on life, critical illness, and disability insurance.