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Senior Investment Advisor

1 month ago

Old Toronto, Ontario, Canada The Segal Group, Inc Full time
About the Role

We are seeking a highly experienced investment professional to join our team as a Senior Investment Advisor. The successful candidate will have a deep understanding of investment markets, strategies, and structuring, as well as experience working with institutional asset owners.

Key Responsibilities
  • Contribute to portfolio asset allocation, risk, performance attribution, and operational projects
  • Develop and maintain relationships with clients, investor community, and investment managers
  • Provide investment advice and guidance to clients on all investment-related matters
  • Collaborate with the team to develop and implement investment strategies
Requirements
  • High ethical and professional standards
  • 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
About Segal

Segal 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. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

What We Offer
  • A comprehensive suite of benefits to include 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
  • A competitive salary range of $180,000 CAD to $220,000 CAD plus opportunity for a discretionary performance bonus based on company profitability and employee performance