Associate Partner, Investment Consulting
2 weeks ago
Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon
This is a hybrid role with the flexibility to work both virtually and from our Montreal office.
Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
Reporting directly to the National Practice Leader, we will help you grow professionally as a subject matter expert.
You will collaborate with regional leaders while being supported by associates and analysts in the team. We expect you to provide guidance and leadership to junior colleagues as well.
We also consider you an Aon Ambassador to our clients and hope you can build, nurture, and develop client relationships through effective value proposition and service delivery.
- Responsible for all aspects of projects in the Investment Consulting practice on a range of advisory and OCIO Investment clients and accounts; including pension and benefit plans (DB and DC), insurance funds, trust and endowment funds, and other special purpose funds. Designs, coordinates, prepares, and delivers analytical evaluations of advisory services.
- Identifies and develops client account opportunities, expanding the scope of existing projects and relationships.
- Responsible for relationships with increasingly demanding clients, providing proactive and innovative support. Demonstrates sound judgment and ensures appropriate follow-up with company employees, investment managers, directors, and clients. Demonstrates initiative and responsibility in client and research work.
- Uses internal resources effectively to handle multiple client-related projects.
- Mentors team on specific client types (foundations and endowments) or unique investment issues [e.g. ESG, transition management, customized target-date funds, endowment spending model].
- Demonstrates a clear understanding of, and ability to articulate, the value proposition of all Canadian investment consulting services.
- Leads ad hoc projects for the Canadian Investment Consulting senior management team and local executives.
Our team leads the execution and delivery of investment consulting material and advice to our largest institutional clients. And we take a step further - we also drive marketing activities intended to develop new investment consulting relationships.
Skills and experience that will lead to success
- 12 + years of direct experience in a financial / investment consulting environment,
- Experience working with institutional clients, especially handling a block of clients and client teams;
- Proven problem-solving, analytical decision-making, and skills in developing solutions for complex clients/business issues;
- Able to understand the short-term/long-term needs of clients; capable of identifying business development opportunities to effectively close consulting assignments;
- Embraces creative spirit in work by recognizing and capitalizing on opportunities to help with the growth and expansion of the organization;
- Ability to establish self as a trusted leader/advisor. Demonstrates strong client-facing skills with the ability to clearly articulate ideas, and information and to respond promptly and effectively to all inquiries;
- Detail and results-orientated; able to work independently on diverse projects, able to balance multiple priorities in a fast-paced; high-pressure environment and meet project timelines;
- A teammate who can work with various types of individuals;
- Technical expertise and proven track record to remain current concerning investment industry trends, activity in the market, provincial and federal legislative policies and changes;
- Planning and organizational skills through experiences; ability to effectively coordinate the delivery of projects and advisory services;
- French / English bilingualism required due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
- Must be persuasive, forward-thinking, progressive, energetic, and focused;
- Analytical skills; accuracy and attention to detail;
- Requires substantial travel to service clients
- Bachelor's degree is required, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of experience; and
- Dedication to professional development. Completion of an MBA or CFA is preferred.
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
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