Senior Investment Consultant

1 week ago

Montreal, Canada Aon Full time

Senior Investment Consultant Would you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this could be the role for you
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 As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.
Providing consulting support services and technical support 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;
Anticipating client issues, needs or concerns and proactively developing solutions to meet those needs in partnership with the Account Executive/lead Consultants; and
Reviewing client accounts and relationships and recommending ways to improve the value Aon brings to the client, based on a deep understanding of the client's business and insight into industry and investment trends.
Raising the profile of Aon;
Contributing to the development of the go to market strategy for the Investment Consulting Practice;
Assisting in preparing and giving effective presentations to clients or prospects, as part of a team or individually; and
Identifying gaps between client needs and existing Aon Investment Consulting services; proposing and developing service enhancements, adding to Aon's product/service portfolio and intellectual capital.
Working with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) on institutional investment funds across Canada; and
Providing guidance, mentoring and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.
How this opportunity is different Reporting directly to the Practice Leader, you will participate in activities to develop new and existing investment consulting relationships. You will support various investment consulting projects including designing, coordinating, preparing and delivering analytical consulting assessments. You will be a member of our dynamic, results-driven team, which brings experience as strategic consultants, across all asset classes.
You Bring Knowledge and Expertise 7+ years of experience in financial / investment consulting environment;
Thorough understanding of institutional investment and investment industry insight and processes. Ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;
Understanding of investment concepts and the financial markets;
Knowledge of the Canadian pension fund market;
Proven client relationship management skills; ability to support a book of business;
Establish yourself as a trusted advisor;
Demonstrate strong client-facing skills with the ability to clearly articulate ideas and information and to respond promptly and effectively to all inquiries;
Manage an extensive portfolio of diverse Institutional clients, including interaction with C-suite level personnel and investment committees in these client groups;
Demonstrated problem-solving, analytical decision-making, and developing solutions for clients/business issues;
Entrepreneurial and creative spirit by recognizing and capitalizing on opportunities to help with the growth and expansion of the organization;
Detail and results-orientated; able to work independently on various projects, able to balance multiple priorities in a fast-paced; high- pressure environment and meet project targets;
Technical expertise and the proven ability to remain current concerning investment industry trends, activity in the market, provincial and federal legislative policies and changes;
Persuasive, forward-thinking, progressive, energetic, and focused;
Strong analytical skills; accuracy and attention to detail;
Excellent verbal and written communication skills;
Experienced with Microsoft Office suite of business applications (Word, Excel, and PowerPoint);
Some travel is required to service clients;
A teammate who can work with various types of individuals;
Collaboration within a matrix environment; and
A desire to contribute to the success of Aon.
Education A bachelor's degree is required, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of experience;
Commitment to professional development; and
Completion of an MBA or CFA is preferred.
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 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
ReasonableAccommodations@Aon.com .

#LI-AM3
#HYBRID

2543424

  • Investment Consultant

    3 months ago

    Montreal, Canada Aon Hewitt Full time

    h3>Senior Investment ConsultantWould you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? p>This is a hybrid role with the flexibility to work both virtually and from our Montreal office.

  • Senior Investment Consultant

    1 week ago

    Montreal, Canada Aon Full time

    Senior Investment ConsultantWould you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this could be the role for you! This is a hybrid role with the flexibility to work both virtually and from our Montreal...

  • Senior Investment Consultant

    6 months ago

    Montreal, Canada Aon Full time

    Senior Investment Consultant Would you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this could be the role for you! This is a hybrid role with the flexibility to work both virtually and from our...

  • Senior Investment Consultant

    3 months ago

    Montreal, Canada Aon Hewitt Full time

    Senior Investment ConsultantWould you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this could be the role for you!This is a hybrid role with the flexibility to work both virtually and from our Montreal...

  • Senior Investment Consultant

    2 months ago

    Montreal, Canada Aon Hewitt Full time

    Senior Investment ConsultantWould you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this could be the role for you!This is a hybrid role with the flexibility to work both virtually and from our Montreal...

  • DC Investment Strategy Consultant

    4 weeks ago

    Montreal, Quebec, Canada CA007 Mercer (Canada) Limited Full time

    At Mercer Canada, we're seeking a seasoned expert to join our DC Retirement consulting team as a Senior Defined Contribution Investment Consultant. As the primary consultant for mid-sized to large-size clients, you'll lead efforts to design and improve their defined contribution plans, selecting and monitoring record keepers, investment options, fund...

  • Senior Investment Solutions Professional

    6 days ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Job SummaryWe are seeking a Senior Investment Solutions Professional to join our team at Aon Hewitt. This is a hybrid role that offers the flexibility to work both virtually and from our Montreal office.About the RoleThe successful candidate will be responsible for delivering investment consulting services to institutional clients, including pension and...

  • Senior Investment Manager

    3 months ago

    Montreal, Canada Stonewood Group Inc. Full time

    p>Our Client is a Crown corporation owned by the Government of Canada. Among their mandates, our client actively invests in and supports emerging Canadian technology firms in a wide variety of sectors.Scope of PositionOur client is seeking a professional Senior Investment Manager to be a lead contributor to its Investments Team, with an emphasis on venture...

  • Associate Partner, Investment Consulting

    6 months ago

    Montreal, Canada Aon Full time

    Associate Partner, Investment Consulting 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. ...

  • Associate Partner, Investment Consulting

    1 week ago

    Montreal, Canada Aon Full time

    Associate Partner, Investment Consulting 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...

  • Associate Partner, Investment Consulting

    1 week ago

    Montreal, Canada Aon Full time

    Associate Partner, Investment ConsultingAre 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...

  • Senior Investment Professional

    1 month ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Senior Investment Professional Opportunity at PSP's Private Debt & Credit Investment GroupWe are seeking a highly skilled Senior Investment Professional to join our team at PSP's Private Debt & Credit Investment (PDCI) group. As a key member of our investment team, you will be responsible for selecting and monitoring external managers to achieve our...

  • Data Analyst/Senior Data Analyst, Investment Specialist

    3 weeks ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Data Analyst/Senior Data Analyst, Investment SpecialistRole OverviewWe are seeking a highly skilled Data Analyst/Senior Data Analyst to join our PSP's Private Debt & Credit Investment (PDCI) group in Montreal.Key ResponsibilitiesAnalyze complex financial data to inform investment decisionsDevelop and maintain databases and data visualizationsCollaborate with...

  • Senior Investment Manager

    4 weeks ago

    Montreal, Quebec, Canada PIMCO Full time

    Account Manager - Institutional Portfolio SolutionsPIMCO is a leading global investment manager with expertise in active fixed income and credit opportunities.We invest our clients' capital across a range of fixed income and credit solutions, leveraging our deep knowledge of the markets and our decades of experience navigating complex debt markets.Our...

  • Senior Investment Manager

    6 days ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About PSP's Private Debt & Credit Investment (PDCI) GroupWe are one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.Our team invests funds for the pension plans of the federal public service, making a significant impact on the Canadian economy.About the RoleThis is an exciting opportunity to join our...

  • Strategic Investment Analyst

    4 weeks ago

    Montreal, Quebec, Canada PSP Investments Full time

    Senior Investment AnalystPSP Investments is one of Canada's largest pension investment managers, with CAD$14.9 billion of net assets. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.As a Senior Investment Analyst, you'll perform investment analysis and execute...

  • Senior Analyst, Investment Policy

    4 weeks ago

    Montreal, Canada PSP Investments Full time

    h3>Senior Analyst, Natural Resources InvestmentsWe’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.We invest funds for thepension plans of thefederalpublicservice, the Canadian Forces, theRoyal Canadian Mounted Police andthe ReserveForce. Headquartered in Ottawa, PSP Investments has its...

  • Senior Tax Consultant

    6 days ago

    Montreal, Quebec, Canada Publicis Groupe Full time

    Job Title: Senior Tax ConsultantWe are seeking a highly skilled Senior Tax Consultant to join our Finance team at Publicis Groupe. This is an excellent opportunity for someone who is passionate about tax compliance and has strong analytical skills.About the Role:The Senior Tax Consultant will be responsible for ensuring all Canadian and provincial...

  • Senior DC Investment Expert

    4 weeks ago

    Montreal, Quebec, Canada CA007 Mercer (Canada) Limited Full time

    About the Role:We are seeking a highly skilled Senior DC Investment Expert to join our Montreal office. As a key member of our DC Retirement team, you will deliver a full range of services to institutional clients who sponsor or intend to set up a group retirement savings plan.Key Responsibilities:Act as primary consultant for a number of mid-sized to...

  • Client Onboarding Consultant

    1 week ago

    Montreal, Canada Aon Full time

    Are you a client-focused investment professional in the finance industry who enjoys working on projects, problem solving and onboarding clients? Are you looking to join an established organization in the industry for the next steps in your career? Aon has the opportunity for you! This is a hybrid role with the flexibility to work virtually and/or from our...