Retirement Consultant

4 weeks ago

Montreal, Canada Aon Hewitt Full time

Are you an advisor who enjoys strategic problem-solving and shines in a client champion role? If so, we have an extraordinary career opportunity for you.

Aon is recruiting a Retirement Consultant - Defined Contribution Retirement Savings Plans to join our growing Small & Medium Enterprise (SME) team.

This is a hybrid role with the flexibility to work both virtually and from one of our Canadian national offices.

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

As a Retirement Consultant - Defined Contribution Plans within our Small & Medium Enterprise (SME) team, you will have the opportunity to contribute to Aon’s success while you:

  • Support and consult on Defined Contribution Group Retirement Savings Programs
  • Lead client relationships for small to medium-sized accounts including critical thinking and problem-solving
  • Understand and focus on positive member outcomes and work with clients
  • Develop and participate in effective presentations for existing or prospective clients, individually or in concert with team members
  • Use your strong technical investment knowledge and experience to proactively support, and provide high-quality advice
  • Manage routine client projects (e.g. provider review exercises, investment strategy reviews, program development), with minimal oversight
  • Prepare meeting materials
  • Understand all projects involved with a client and ensure all needs are being met and proceeding on schedule
  • Master many technical concepts and make reasonable interpretations of how they impact clients, including explanations, presentations, and impact considerations
  • Participate in business development activities
  • Coordinate resources on different projects to achieve client results and collaborate on client activities with other experienced team members
  • Display confidence, passion, and leadership
  • Be self-motivated, demonstrate a desire to continue to learn and grow, and to go outside one’s comfort zone
  • Supervise, guide and mentor colleagues.
How this opportunity is different

You will work with a broad and diverse array of clients while working with a dynamic team of colleagues, leading and contributing to the day-to-day delivery of defined contribution retirement plan services. You will also assist in marketing activities, participate in the development of new service offerings, and expand your skills through continued learning.

As a member of the Aon team, you will also work closely with colleagues in our Commercial Risk, Health and Reinsurance Solutions businesses to bring out the best of Aon to address our client's needs and to help give our clients the clarity and confidence to make better decisions.

Skills and experience that will lead to success
  • 5+ years experience with Defined Contribution Retirement Savings Plan consulting, or related field
  • Experience with advising clients on some or all:
    • Defined Contribution investment strategy
    • DC products and investment platforms
    • Fund manager recommendations
    • Ongoing investment monitoring
    • Compliance with regulatory requirements and changes in legislation
  • French / English bilingualism preferred due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally
  • Organization skills, rigour, and thoroughness
  • Proficient with MS Office software (Word, Excel and PowerPoint)
  • A post-secondary degree or diploma in Business, Commerce or a similar area of focus is an asset
  • Positive, strong work ethic, and a sense of humour
How we support our colleagues

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 recognize 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: ReasonableAccommodations@Aon.com.

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