Strategic Investment Advisor

2 weeks ago


Old Toronto, Canada Segal Full time

The Opportunity:

We are seeking an experienced institutional investment manager to join our team at Segal and play a leading role in the growth and development of our investment consulting practice in Canada.

The successful candidate will be responsible for providing tailored investment advisory solutions and services to clients, including corporate pension plans, endowments/foundations, private counsel operations, and wealth management programs.

Key Areas of Expertise
  • Institutional investment consulting, portfolio management, investment research, and business development in the Canadian marketplace.

The Role:

The ideal candidate will have a proven track record of providing high-quality investment advice to pension funds, benefit funds, and wealth management organizations.

Responsibilities:
  • Providing expert advice on institutional investment markets, strategies, and structuring;
  • Developing and implementing effective portfolio asset allocation and risk management strategies;
  • Conducting thorough research on investment products and managers;
  • Collaborating with clients to identify and achieve their investment objectives;
Requirements:
  • A minimum of 15 years of experience in institutional investment advising or consulting;
  • Strong interpersonal skills to build and maintain relationships with clients and industry partners;
About Us

Segal is a leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history. We provide trusted advice that improves lives for public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, and institutional advisors.

Compensation

We offer a highly competitive salary of $120,000 per year, commensurate with experience.



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