Strategic Investment Leadership Position
2 weeks ago
We are seeking an experienced investment advisor to join our team as a Senior Consultant. This role will involve leading the build of our investment consulting practice, advising clients on investment matters, and contributing to portfolio asset allocation and risk management.
About The Segal Group, IncThe Segal Group, Inc is a leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Our clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, and institutional advisors.
SalaryThe salary range for this position is approximately $200,000 CAD to $240,000 CAD per year, plus opportunity for a discretionary performance bonus based on company profitability and employee performance.
Key Responsibilities- Client Advising: Provide investment advice to clients across various plans and asset owners.
- Investment Research: Conduct research on investment opportunities and contribute to portfolio asset allocation and risk management.
- Leadership: Contribute time to training, managing, and mentoring other team members.
- Fifteen plus years of relevant investment advising experience with institutional asset owners.
- Qualified experience for the OSC portfolio manager registration.
- Compliance experience will be a plus.
- Proven leadership and collaboration ability.
- Strong interpersonal skills to independently interact with clients, investor community, and investment managers.
- Collaborative team skills as an excellent listener, learner, and contributor.
- Strong verbal, written, and presentation skills.
The Segal Group, Inc offers a comprehensive suite of benefits, including a non-contributory defined benefit pension plan, extended health benefits, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. We also provide comprehensive paid time off including holidays, vacation days, sick leave, paid family leave, study days, and sabbaticals.
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