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JOB PROFILE
Position Number: 00069442, 00011669
TITLE: INVESTMENT OFFICER
CLASSIFICATION: FO21
MINISTRY: PUBLIC GUARDIAN AND TRUSTEE
WORK UNIT: INVESTMENT SERVICES
SUPERVISOR TITLE: MANAGER, INVESTMENT SERVICES
SUPERVISOR POSITION #: 00009595
PROGRAM
The Public Guardian and Trustee (“PGT”) of British Columbia is a corporation sole, created under the Public
Guardian and Trustee Act which operates independently under provincial legislation to protect the legal and
financial interests of children under the age of 19 years; protect the legal, financial, and in some cases
personal and health care interests of adults who require assistance in decision making; and administer the
estates of deceased and missing persons. As a result of obligations created by statute, the Public Guardian and
Trustee exercises quasi-judicial authority in specified situations. In addition, the Public Guardian and Trustee is
called upon to provide independent comments to the Court when the legal or financial interests of minors,
adults under mental disability or estates are at risk. The Public Guardian and Trustee is independent of
government in its case-related decision making responsibilities.
The Public Guardian and Trustee strives to promote family involvement in securing appropriate protection for
individuals or their estates. The Public Guardian and Trustee must observe prudent business practices, is
bound by fiduciary principles and is ultimately accountable to the Court. The services of the Public Guardian
and Trustee extend to clients resident throughout the province and, less frequently, in other provinces and
countries throughout the world.
The Investment department is responsible for the prudent investment management, in accordance with the
Public Guardian and Trustee Act and other related statutes, of $725 million in assets for deceased estates,
vulnerable adults, and children and youth. The Investment department provides investment advice and
expertise for Public Guardian and Trustee (PGT) clients and develops strategic plans to manage client financial
assets.
Career Group:
Financial Services
Job Family:
Job Stream:
Role:
Revised Date:
Financial
September 2016
JOB OVERVIEW
This position is responsible for the development, implementation and evaluation of the organization’s
investment management goals. The position reviews, researches and develops investment plans on behalf of
clients to align with client identified financial goals, needs and best interests.
ACCOUNTABILITIES
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Develops program specific procedures to support investment management and reporting, ensuring
compliance with corporate policies
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Analyzes and monitors financial markets, providing quarterly reporting and making recommendations
with respect to asset allocations and investment guidelines
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Identifies and recommends changes to policies, procedures and systems to enhance controls and
efficiency of investment management practices; implements business process improvements and
system enhancements to facilitate improved investment management and reporting
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Evaluates, selects and reports on external investment service providers performance
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Liaises with various external investment service providers to prudently manage clients’ investments
and organizational deliverables
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Compiles and verifies information for quarterly reports, Investment Advisory Committee and other
reporting needs
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Analyzes and develops investment strategies for clients by reviewing and determining rates of return,
portfolio risk, legal and tax implications, and client financial goals to ensure the prudent investment of
client funds
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Makes decisions on the best investment vehicle for clients within the asset mix parameters set out in
client investment plans
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Evaluates and reports on the performance of client investments
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Provides investment training and advice to financial and non-financial staff
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Supports legal counsel by providing expert advice and information to support infant settlement
negotiations and other legal matters
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Provides investment instructions to support staff to ensure client assets are prudently managed
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Researches and analyzes investment products to ensure the best possible investment options for
clients
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Leads investment and other financial projects
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Other related duties
Career Group:
Financial Services
Job Family:
Job Stream:
Role:
Revised Date:
Financial
September 2016
JOB REQUIREMENTS
• University degree in the field of business or economics or equivalent
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Completion of standard investment industry courses (Canadian Securities Course, PFP, CIM) or
equivalencies preferred
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Experience required in client investment analysis and plan development
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Experience interpreting legislation and court orders and conducting analytical research to support
development of investment plans, strategies and evaluations

Knowledge of investment management practices, reporting, systems and control including
managing investment policy
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Knowledge of legislation related to the Public Guardian and Trustee and how that may impact
investment planning for clients.
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In-depth knowledge of investment products, industry practices and financial planning principles
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In-depth knowledge of macroeconomics and modern portfolio theory
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In-depth knowledge of Canadian income tax rules and practices as they relate to investments
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Strong communication and negotiation skills
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Ability to determine most efficient procedures to accomplish assignments
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Ability to interpret and implement investment and control mechanisms
Career Group:
Financial Services
Job Family:
Job Stream:
Role:
Revised Date:
Financial
September 2016
COMPETENCIES
Core:
• Service Orientation implies a desire to identify and serve customers/clients, who may include the
public, co-workers, other branches/divisions, other ministries/agencies, other government
organizations, and non-government organizations. It means focusing one's efforts on discovering
and meeting the needs of the customer/client.
• Teamwork and Co-operation is the ability to work co-operatively within diverse teams, work groups
and across the organization to achieve group and organizational goals. It includes the desire and
ability to understand and respond effectively to other people from diverse backgrounds with diverse
views.
• Results Orientation is a concern for surpassing a standard of excellence. The standard may be
one’s own past performance (striving for improvement); an objective measure (achievement
orientation); challenging goals that one has set; or even improving or surpassing what has already
been done (continuous improvement). Thus, a unique accomplishment also indicates a Results
Orientation.
• Integrity refers to actions that are consistent with what one says are important. People with
integrity "walk the talk" by communicating intentions, ideas and feelings openly and directly, and
welcoming openness and honesty even in difficult negotiations.
Role Specific:
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Business Acumen is the ability to understand the business implications of decisions and the ability to
strive to improve organizational performance. It requires an awareness of business issues, processes
and outcomes as they impact the client's and the organization's business needs.
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Planning, Organizing and Coordinating involves proactively planning, establishing priorities and
allocating resources. It is expressed by developing and implementing increasingly complex plans. It also
involves monitoring and adjusting work to accomplish goals and deliver to the organization’s mandate.
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Building Partnerships with Stakeholders is the ability to build long-term or on-going relationships with
stakeholders (e.g. someone who shares an interest in what you are doing). This type of relationship is
often quite deliberate and is typically focused on the way the relationship is conducted. Implicit in this
competency is demonstrating a respect for and stating positive expectations of the stakeholder.
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Improving Operations is the ability and motivation to apply one’s knowledge and past experience for
improving upon current modes of operation within the organization. This behaviour ranges from
adapting widely used approaches to developing entirely new value-added solutions.
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Problem Solving and Judgement is the ability to analyze problems systematically, organize
information, identify key factors, identify underlying causes and generate solutions.
Career Group:
Financial Services
Job Family:
Job Stream:
Role:
Revised Date:
Financial
September 2016