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Senior Investment Advisor

1 month ago

Toronto, Ontario, Canada Segal Full time

At Segal, we are seeking a seasoned investment professional to lead our investment consulting practice in Canada. As a key member of our Canadian Leadership Team, you will report directly to the Canadian Business Leader and be responsible for advising clients on investment-related matters, conducting investment research, and building business relationships in the Canadian marketplace.

The Opportunity:

We are looking for an experienced investment advisor with a deep understanding of investment markets, strategies, and relevant investment managers and sources. The successful candidate will contribute to portfolio asset allocation, risk, performance attribution, and operational projects, and will also have the opportunity to train, manage, and mentor other team members.

Requirements:

  • High ethical and professional standards
  • 15+ years of relevant investment advising experience with institutional asset owners
  • CFA designation
  • Qualified experience for the OSC portfolio manager registration
  • Compliance experience a plus
  • Proven leadership and collaboration ability
  • Strong interpersonal skills to interact with clients, investor community, and investment managers
  • Collaborative team skills as an excellent listener, learner, and contributor
  • Strong verbal, written, and presentation skills
  • Ability to handle multiple tasks with accuracy against deadlines