Retirement Consultant

2 weeks ago

Quebec City, Canada Aon Full time

Bilingual Retirement Consultant - Health Solutions
Are you an advisor who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you.
Aon is currently recruiting a Retirement Consultant 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.
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.
Your impact as a Retirement Consultant within in our Small & Medium Enterprise (SME) team, you will have the opportunity to contribute to Aon’s success while you:
Lead client relationships for small to medium-sized sized accounts including critical thinking and problem solving
Understanding and focus on good member outcomes and working with clients
Develop and participate in effective presentations for existing or prospective clients, individually or in concert with team members
Using 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 mínimal oversight
Prepare meeting materials
Understands all projects involved with a client and makes sure all needs are being met and proceeding on schedule
Has mastered many technical concepts and can 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
Self-motivated, demonstrates desire to continue to learn and grow, and to go outside one’s comfort zone
Supervise, guide and mentor less experienced colleagues.
How this opportunity is different
You will have the opportunity to work on a broad and diverse array of clients. Working with a dynamic team of colleagues you will lead and contribute 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 the best of Aon to address client 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 of experience in defined contribution retirement savings plan consulting or related field

**Experience advising clients on some or all**:
DC investment strategy
DC products and investment platforms
Fund manager recommendations
Ongoing investment monitoring
Compliance with regulatory requirements and changes in legislation
Good communication skills, in both French and English
Organization skills, rigour, and thoroughness
Proficient MS Office software (Word, Excel and PowerPoint)
Post-secondary degree or diploma in Business, Commerce or similar area of focus is helpful but not required
Positive attitude, strong work ethic, and a sense of humor
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.

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