Senior Investment Consultant

1 month ago

Montreal, Canada Mercer Full time

At Mercer, weâre creating a culture where you can bring your authentic self to work.  When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally â regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are.  You are welcome here. 

Mercer has an exciting opportunity available and is recruiting for a Senior Consultant in the field of Defined Benefit Pension Plan Investments and/or Foundations/Endowment funds for its Montréal, Québec, or Ottawa office.

What can you expect?

The Senior Investment Consultant will sell and deliver customized investment consulting services to both new and existing clients with an emphasis on very large and sophisticated plans. Additionally, the consultant will develop or contribute to intellectual capital within his/her area of expertise and will lead and develop less experienced staff.

Whatâs in it for you?

At Mercer, weâre as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits and resources that support your wellbeing and career development.

  • The opportunity to not only work with some of the smartest and most energetic people in the industry but also to partner with some of the largest asset owners in Canada
  • Ability to rely on a support structure including project managers, analysts and consultants which will allow you to exclusively focus on client needs
  • The stability of working for a world leader in our field, but with a commitment to innovation that means youâll never be bored.
  • A âclient firstâ culture where our suggested advice and solutions are only prioritized based on client needs
  • A huge variety of virtual learning and development resources to support your personal and professional growth.
  • A dynamic, collaborative and inclusive culture, where diversity is embraced â and you are celebrated and appreciated for who you are.
  • Competitive rewards supporting your financial wellbeing, including compensation, retirement savings, stock purchase plan, and more.
  • Offerings geared at your overall wellness, including comprehensive medical, dental, vision, and fitness benefits, as well as life insurance and child and elder care programs.

We will count on you to:

  • Provide consulting advice to a wide range of clients within the consultantâs area of expertise
  • Lead efforts to aggressively market and expand Mercer's broad services as appropriate
  • Grow a book of retainer and project relationships through new business presentations, RFP responses, and joint calling with other colleagues, both within Wealth and across Mercerâs lines of business (the Wealth line of business includes consulting services related to defined benefit and defined contribution pension plans, as well investment consulting)
  • Maintain marketplace visibility through public speaking engagements, participating in professional societies and publication or articles in appropriate trade journals
  • Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and service standards are met. Ensure that specialist teams are involved in the provision of advice as and when appropriate
  • Peer review reports, adding client specific info and ensuring client suitability
  • Direct the work of employees in a project team and coach/mentor others

What you need to have:

  • Bachelor's degree in finance, economics, mathematics or other business-related areas with strong quantitative and analytical course content (e.g. MBA)
  • Minimum of 15 years job-related experience
  • Good knowledge of the defined benefit pension plan and/or the foundations/endowment funds industry as well as markets and relevant legislation
  • Good understanding of specialist tools/packages used within the practice
  • Ability to consult on Wealth products and advise clients of appropriate choices
  • Advanced project management skills
  • Ability to speak in the market about broad Wealth topics

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercerâs approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the worldâs leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individualâs particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact TANA@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one âanchor dayâ per week on which their full team will be together in person.

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