Sme Retirement Solution Analyst

7 months ago

Ottawa, Canada Aon Corporation Full time

Posting Description:
Aon Is Looking for an Analyst for our Small & Medium Enterprise (SME) Consulting Practice. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions within Aon.
- 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**
- In conjunction with the Consultant help deliver and support Capital Accumulation Plan (CAP) strategy to small and mid-sized clients
- Technical and analytical support for strategic growth opportunities in alignment with Aon’s vision and goals
- In collaboration with the Small & Medium Enterprise unit, supporting the development of marketing campaigns, market facing communication or sales strategies to enable growth of the retirement savings solution and Health CBU solution, internally and externally
- Maintain time tracking requirements by utilizing appropriate Project Codes
- Comply with our National filing protocol (Maintain Client Records)
- Support National revenue and Profit Objectives (Adhering to or supporting the creation of new efficient processes)
- Maintain CRM platforms
- Support requests from Finance and other business units
- Deliver regular ongoing client ready work: Marketings, Discussion Guides and Plan Reviews
- Deliver assigned project work and consistently meet project deadlines and produce quality work
- Complete all Education, Learning, and Compliance courses
- Coaching and training - Attendance & active participation in training or help deliver training
- Support all D&I company objectives and participate in educational/information sessions
- Prepare presentations and conduct searches on CAP topics for CAP providers
- Review the investment beliefs and strategies of clients
- Prepare performance monitoring client reports which includes:

- Write conclusions and recommendations and other sections in investment reports;
- Peer reviewing work performed by other analysts;
- Gathering qualitative and quantitative data from external managers, custodians and other data providers;
- Calculating performance statistics;
- Creating and modifying charts and tables;
- Working with a variety of investment and excel-based tools

**How this opportunity is different**

**Skills and experience that will lead to success**
- Minimum of 2 year of proven experience (may have been gained through co-op or intern programs)
- Proven experience in a financial / investment consulting, insurance or pension environment
- Post-secondary degree and completion of relevant business accreditation (e.g., CEBS, AMF, etc.) designation is preferred
- Must be a highly motivated, self-starter, customer-service and team-oriented individual
- General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets
- Developing, innovating, and standardizing client deliverables/solutions
- Strong research and analytical skills
- Highly organized and results-orientated individual, strong attention to detail and accuracy
- Demonstrated problem solving skills, ability to make decisions and develop solutions
- Superior oral and written communication skills
- Bilingualism (French and English) an asset
- Ability to build and establish relationships with stakeholders, colleagues and clients
- Ability to multi-task, work under tight deadlines and adaptable to changing business needs
- Advanced knowledge of MS Office Suite: Microsoft PowerPoint, Word, and Microsoft Excel (e.g., array and look-up formulas)
- A keen desire to learn; and must have a positive attitude combined with a desire to contribute to the success of Aon

**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 o

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