Managing / Principal Consultant - Banking & Finance
Robertson & Company
Robertson is expanding its Banking & Finance Recruitment Practice and seeking experienced Managing / Principal Consultant to build and grow a high-performing 360° desk, role level to be determined commensurate with experience. This role is ideal for a commercially minded recruiter or B2B sales professional with strong relationship‑building skills and a genuine interest in Canada’s banking, capital markets, and financial services sectors.
For over 25 years, Robertson has earned a reputation for excellence, integrity, and deep functional expertise across Finance, Banking, Technology, and Professional Services. Our hybrid model blends the best of relationship-based search with modern AI-supported sourcing, CRM optimization, and advanced automation—allowing consultants to focus on strategic advisory work and exceptional recruitment delivery.
The Opportunity:As a Managing / Principal Consultant within our Banking & Finance Practice, you will lead a full 360° recruitment desk and play a critical role in expanding Robertson’s footprint across corporate banking, capital markets, investment management, risk, compliance, treasury, and related financial services functions.
You will:
Build and manage a profitable desk focused on mid-to-senior roles across Banking & Finance
Develop new client relationships and strengthen existing partnerships
Lead full-cycle recruitment, including sourcing, screening, interviewing, negotiation, and placement
Provide clients with market insights, compensation guidance, and talent strategy recommendations
Leverage best-in-class recruitment tools including AI-enabled sourcing, CRM intelligence, and workflow automation
Execute searches across contingent, contract, retained, and executive recruitment models.
This role is suited for individuals who are ambitious, relationship‑driven, and committed to building long-term client credibility in a sophisticated market. The title and salary will be adjusted based on the candidate's skills and experience.
Qualifications and ExperienceThe ideal candidate brings strong commercial instincts, confidence navigating professional financial environments, and a proven record of performance in recruitment or sales.
Preferred qualifications include:
7+ years of recruitment experience, ideally within Banking or Financial Services OR related industries with demonstrated success meeting and exceeding revenue targets
Robust network of solid relationships
Strong business development capability and comfort managing multiple senior stakeholder relationships
Excellent negotiation, communication, and relationship‑building skills
A sincere interest in Banking & Finance and an understanding of evolving talent and market trends
Discipline, resilience, and a metrics‑driven approach to growing a desk
Professional presence and a client service mindset
Why Join RobertsonEstablished Market Leadership
25-year track record of success in Financial Services, Capital Markets, and Professional Services recruitment
A respected brand with deep client relationships across major banks, investment firms, and financial institutions.
A Modern, Tech-Enabled Search Environment
AI-powered sourcing and talent mapping
Optimized CRM workflows and automation technology
Data-driven insights and market intelligence toolsInfrastructure designed to elevate consultant performance and reduce administrative workload.
Career Development & Growth
Entrepreneurial runway to build long-term desk ownership
Opportunities to advance into team leadership or practice management roles
Structured mentorship and access to seasoned recruitment leaders.
Compensation & Benefits
Competitive base salary + uncapped commission structure
100% employer-paid benefits (medical, dental, vision, prescriptions, wellness)
100% employer-matched RRSP program
Hybrid work environment in Downtown Toronto.
Diversity, Equity & InclusionRobertson is a certified diverse supplier and an equal opportunity employer committed to fostering an inclusive and representative workforce. We welcome applications from all qualified individuals regardless of race, gender identity, sexual orientation, disability, Indigenous status, or any other legally protected characteristic.
We use AI technology as part of our application review process;
however, all applications are also reviewed by our recruitment team.
We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.
Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.
#J-18808-Ljbffr
For over 25 years, Robertson has earned a reputation for excellence, integrity, and deep functional expertise across Finance, Banking, Technology, and Professional Services. Our hybrid model blends the best of relationship-based search with modern AI-supported sourcing, CRM optimization, and advanced automation—allowing consultants to focus on strategic advisory work and exceptional recruitment delivery.
The Opportunity:As a Managing / Principal Consultant within our Banking & Finance Practice, you will lead a full 360° recruitment desk and play a critical role in expanding Robertson’s footprint across corporate banking, capital markets, investment management, risk, compliance, treasury, and related financial services functions.
You will:
Build and manage a profitable desk focused on mid-to-senior roles across Banking & Finance
Develop new client relationships and strengthen existing partnerships
Lead full-cycle recruitment, including sourcing, screening, interviewing, negotiation, and placement
Provide clients with market insights, compensation guidance, and talent strategy recommendations
Leverage best-in-class recruitment tools including AI-enabled sourcing, CRM intelligence, and workflow automation
Execute searches across contingent, contract, retained, and executive recruitment models.
This role is suited for individuals who are ambitious, relationship‑driven, and committed to building long-term client credibility in a sophisticated market. The title and salary will be adjusted based on the candidate's skills and experience.
Qualifications and ExperienceThe ideal candidate brings strong commercial instincts, confidence navigating professional financial environments, and a proven record of performance in recruitment or sales.
Preferred qualifications include:
7+ years of recruitment experience, ideally within Banking or Financial Services OR related industries with demonstrated success meeting and exceeding revenue targets
Robust network of solid relationships
Strong business development capability and comfort managing multiple senior stakeholder relationships
Excellent negotiation, communication, and relationship‑building skills
A sincere interest in Banking & Finance and an understanding of evolving talent and market trends
Discipline, resilience, and a metrics‑driven approach to growing a desk
Professional presence and a client service mindset
Why Join RobertsonEstablished Market Leadership
25-year track record of success in Financial Services, Capital Markets, and Professional Services recruitment
A respected brand with deep client relationships across major banks, investment firms, and financial institutions.
A Modern, Tech-Enabled Search Environment
AI-powered sourcing and talent mapping
Optimized CRM workflows and automation technology
Data-driven insights and market intelligence toolsInfrastructure designed to elevate consultant performance and reduce administrative workload.
Career Development & Growth
Entrepreneurial runway to build long-term desk ownership
Opportunities to advance into team leadership or practice management roles
Structured mentorship and access to seasoned recruitment leaders.
Compensation & Benefits
Competitive base salary + uncapped commission structure
100% employer-paid benefits (medical, dental, vision, prescriptions, wellness)
100% employer-matched RRSP program
Hybrid work environment in Downtown Toronto.
Diversity, Equity & InclusionRobertson is a certified diverse supplier and an equal opportunity employer committed to fostering an inclusive and representative workforce. We welcome applications from all qualified individuals regardless of race, gender identity, sexual orientation, disability, Indigenous status, or any other legally protected characteristic.
We use AI technology as part of our application review process;
however, all applications are also reviewed by our recruitment team.
We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.
Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Managing / Principal Consultant - Banking & Finance in Winnipeg, MB vacancy
- Support commercial clients with financing expertise in National Bank’s Commercial & Wealth Management 1859 sector. Based in Mississauga, this role offers home and office flexibility.As Manager, Financing Solutions, you will report to the Associate Vice-President, Commercial...SuggestedWork at office
- ...days) to receive an alert: Title: Manager, Expense Management Canadian Banking - FinanceRequisition ID: 274852Join... ...culture. Purpose Canadian Banking Finance is a divisional finance function... ...sustain a broad-based knowledge of the Bank’s and Canadian Banking’s strategy,...Suggested
- National Bank is seeking Manager, Financing Solutions to support Western Canada’s Upper Mid-Market Commercial Banking segment. You will underwrite and structure complex credit solutions, partnering with relationship managers to drive growth across Abbotsford, Langley, and Surrey...Suggested
- Select how often (in days) to receive an alert:Title: Manager, RESL Finance - Canadian Banking Finance Requisition ID: 277138Join a purpose driven winning... ...management concepts considered an assetKnowledge of the Bank’s source and reporting systems an assetWhat’s in it for...Suggested
- Principal Strategic Account Manager, Bank of Montreal - Hybrid, Toronto, Ontario CanadaWe’re a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into intelligence - and questions into answers.If you're looking...PrincipalLong term contractTemporary work
- ...is seeking to recruit an associate to support the growth of its financing practice in its Montreal office. This opportunity is intended... ...financing structuresExcellent analytical, drafting and transactional management skillsAbility to thrive in a demanding, fast-paced...InternshipWork at office
- ...chacun de nos clients. Relevant de la directrice principale, comptabilité et Information financière le/la Chef(fe) principal(e), Finance est responsable de la comptabilité financière, de l’information financière et de la gouvernance globale. Ses...PrincipalContract work
- ...international law firm, is seeking to welcome a partner to strengthen its banking and finance practice in its Montreal office. This opportunity is intended... ...transactions Excellent negotiation skills and ability to manage strategic mandates Leadership, business vision and strong...Work at office
$153.5k - $256.5k per year
...computing and AI transformation trends in Financial Services / Banking industry Experience creating and implementing long‑term transformational... ...a key technology platform provider? As an Enterprise Account Manager you will have the exciting opportunity to help drive the growth...PrincipalLong term contractContract workWork from homeWorldwideFlexible hours$181k - $217.2k per year
...sustainable design, engineering, and consultancy solutions for natural and... ...team is looking for a Principal Environmental Consultant with... ...projects in support of multilateral banks, export development agencies... ...from the IESC program manager, you will lead the pursuit of...PrincipalLong term contract- ...We’re partnering with a successful, growing organization in Abbotsford to recruit a Senior Manager, Finance Transformation. Reporting to the CFO, this is a unique opportunity combining Finance transformation, controllership, treasury and business partnership....
- National Bank of Canada in Mississauga, Ontario seeks a Manager, Financing Solutions within the Commercial 1859 team. You will work closely with Commercial Account Managers and partners as a credit expert to support client financing needs. You will perform high-quality credit...Remote workWork from homeFlexible hours
- ...Lead financial reporting and strategic analysis as AMA’s Finance Manager, working in-office with accounting expertise and collaborative leadership. Turn complex data into decisions. As Finance Manager, you will prepare financial information, support audit and regulatory...Work at office
- Banking and finance legal counsel expertise drives complex transactions for Crédit Agricole CIB Canada in Montreal, with hybrid work arrangements... ...with secondary Canadian responsibilities. It supports senior management, business units, and the global legal network across...
- ...function while partnering with finance leaders across a multi-entity... ...organization. As a Senior Finance Consultant, you will oversee month-end... ...You’ll Be Responsible For: Manage the accounting and reporting... ...in accounting policy at major banks. Experience with business...Contract work
- ...environmental, health and safety, and specialty consulting services firm serving a variety of... ....PRIMARY PURPOSE Oversees and manages large complex assignments from executive... ...risk assignments. Leads a team of global consultants on larger complex assignments or CAT situations...PrincipalWork at officeLocal area
- Bring Dynamics 365 Finance implementation expertise to BDO Canada as a consulting manager supporting clients, project teams, and functional consultants across Canada.This manager-level position combines trusted advisory work with leadership across multiple Dynamics 365 F&O engagements...
- ...infrastructure team, applying deal execution, relationship management, and analytical skills to private debt.The Senior Principal will source, execute, and manage private... ...leadership experienceUse infrastructure finance expertise, relationship coordination, and disciplined...PrincipalLong term contract
- ...industries as they adopt ITSM, Agile at Scale, and modern work management practices. Our teams work at the intersection of... ...be part of something extraordinary! Job summaryThe Principal Transformation (TX) Consultant is a senior advisory leader responsible for helping...PrincipalRemote workWork visaFlexible hours
$116.1k - $166.1k per year
...Specialism Operations Strategy Management Level Manager Job Description... ..., our people in operations consulting specialise in providing consulting... ...Services, particularly banking, insurance, and/or pension funds... ...confidentiels, consultez notre politique sur la protection...Visa sponsorshipWork visa- Banking and Finance innovation awaits a Data Scientist in Kimberley, Northern Cape, with hybrid remote analysis and office collaboration. Build secure models using Python, R, SQL, or cloud platforms.Our client needs a Data Scientist to address complex business problems through...Work at officeRemote work
- ...expertise and disciplined financial analysis. Focus on North America.As Principal within Sustainable Energies & Infrastructure Credit, you will... ...performanceRequirements: Eight-plus years at an investment manager or investment bankCredit-led approach with strong investment...Principal
- Principal Banking Technology & Solution Architect — Credit Unions (Contract) Location: Canada... ...: Independent Contractor / Consulting Seniority: Principal / Senior Technology... ...institutions make informed technology decisions, manage architectural complexity and reduce...PrincipalHourly payRemplacementFull timeContract workPart timeFor contractorsRemote workFlexible hours
- Lead strategic Finance partnership at TD in Toronto, connecting banking economics, portfolio planning and executive decision-making across CPSB.As Associate Vice... ...: Significant senior-level financial management and leadership experienceStrong banking economics and...
- Asset Finance and Leasing expertise define this remote Senior Technology Business Consultant role with Zensar. Apply SQL and client consulting skills across banking solutions.As a Senior Technology Business Consultant... ...of residual value management and accounting fundamentalsUnderstanding...Remote work
$85.5k - $185k per year
...Commercial Sales & ServiceBMO's Real Estate Finance Group is a specialized commercial banking team that provides construction financing, commercial... ...-use properties.Facilitates growth for the Bank through business development and management of key client relationships. Maintains an...Long term contractContract workPart timeShift work- Use hands-on SAP Finance configuration expertise to shape compliant financial... ...on SAP Finance functional consulting across ECC and S/4HANA. You will... ...R2R, P2P, O2C, Asset Accounting, banking, and cash processes. Reporting to the Manager, IT Product Delivery, you will guide...Permanent employmentRemote work
- ...Commercial Sales & ServiceCorporate Finance Team Overview The... ...team within Canadian Commercial Banking, is part of BMO Financial... ...is responsible for marketing, managing, and monitoring large commercial... ...leasing, derivatives, cash management, and trade finance. The team...Long term contractShift work
- ...The Technology and Innovation Banking team supports at Roynat Capital... ...services and non-dilutive financing solutions specifically tailored... ...scale and succeed.This people management and leadership role will drive... ...to allregulatory and internal Bank policies and requirements as well...Internship
- Blue Sky Consulting is a growing ERP consulting firm specializing in delivering... ...Lead ERP Consultant – Finance to join our team and play a critical... ...Finance Directors, and senior management teams while working closely... ...of GL, AP, AR, Fixed Assets, Bank Reconciliation, Financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing / Principal Consultant - Banking & Finance. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB

