SVP, Senior Consultant

The Opportunity:

We are seeking an investment advisor to join our investment consulting team and play a leading role in the build of our investment consulting practice. The successful candidate will become a member of the Canadian Leadership Team and will report directly to the Canadian Business Leader. They will be responsible for client advising on all investment related matters of various plans and asset owners, investment research, and business relationship in the Canadian marketplace.

The Role:

The successful candidate will have a demonstrated client experience with pension funds, benefit funds, and wealth management organizations. 

The candidate will demonstrate the following:

• a deep understanding of investment markets, strategies, structuring, and relevant investment managers and sources,
• will contribute to portfolio asset allocation, risk, performance attribution, and operational projects,
• as a leader, will contribute time to training, managing, and mentoring other team members.

Qualifications

Requirements:

The candidates under consideration will require:

• High ethical and professional standards.
• Fifteen plus years of relevant investment advising experience with institutional asset owners.
• CFA designation.
• 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.
• Ability to handle multiple tasks with accuracy against deadlines.

Diversity, Equity & Inclusion at Segal:

We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job. If your experience and qualifications are close to what you see described here, we encourage you to apply. Diversity of employment, skills, and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans, and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.

About Segal and its Total Rewards Program:

Segal is a privately owned, 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.

Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $180,000 CAD to $220,000 CAD plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers 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. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave, study days and sabbaticals.