Investment Consultant

3 weeks ago

Toronto, Canada Aon Corporation Full time

Posting Description:
Are you an investment 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 - we present you the role of Investment Consultant at Aon

This is a hybrid role with the flexibility to work both virtually and from our Toronto office.

**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**:
**Investment Consulting Services**:

- Providing consulting support services and technical support on a range of Investment clients and accounts; including pension 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
- Continually reviewing client accounts and relationships and recommending ways to enhance the value Aon brings to the client based on a deep understanding of the client's business and insight into industry and investment trends.

**Collaboration & Innovation**:

- Developing and raising the profile of Aon and to the formulation of the marketing strategy for the Investment Consulting Practice;
- Assisting in preparing and delivering effective oral presentations to clients or prospects, with a team or individually; and
- Identifying gaps between client needs and existing Aon’s services; proposing and developing service enhancements, adding to Aon’s product/service portfolio and intellectual capital.

**Chipping in to Aon’s Talent Management Agenda**:

- 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 more junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.

**How this opportunity is different**:
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions with our Investment Consulting business group at Aon Canada.

As an Investment Consultant, you will report directly to the Local Practice Leader, you will deliver investment consulting material and advice to institutional clients. You will participate in marketing activities intended to develop new investment consulting relationships. You will support various investment consulting projects including designing, coordinating, preparing and delivering analytical consulting assessments. Our dynamic and results-driven team brings experience as strategic consultants and across all asset classes.

**Skills and experience that will lead to success**:

- 4 to 7 years of proven experience in financial / investment consulting environment;
- Detailed understanding of institutional investments and processes, ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;
- Knowledge of the Canadian pension fund market along with an understanding of investment concepts and the financial markets;
- Client relationship-management skills; ability to support a block of business;
- Ability to establish self 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;
- Demonstrated problem solving, analytical decision making, and developing solutions for clients/business issues;
- Adopts an entrepreneurial and creative spirit in work through recognizing and capitalizing on opportunities to help with growth and expansion of the organization;
- Detail and results-orientated; able to work independently on several projects, able to balance multiple priorities in a fast-paced; high pressure environment and meet timelines;
- Technical expertise and ability to remain current with respect to investment industry trends, activity in the market, provincial and federal legislative policies and changes;
- Excellent verbal and written communications skills;
- Some travel required to service clients;
- Collaboration within a matrix environment;
- A teammate with a positive demeanour combined with a desire to take part in the success of Aon and who is able to work with different individuals;
**Education**:

- Bachelor’s degree is required, preferably in Finance or Commerce or related field, or equivalent years of industry experience; and
- Commitment to professional development. Completion of MBA or CFA is preferred.

**How we support our colleagues**:
In addition to our comprehensive benefits package,

  • Associate, Investment Consulting

    2 weeks ago

    Toronto, Ontario, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...

  • Associate Investment Consultant

    1 month ago

    Toronto, Ontario, Canada LifeWorks Inc. Full time

    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...

  • Associate, Investment Consulting

    2 weeks ago

    Toronto, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...

  • Associate, Investment Consulting

    2 weeks ago

    Toronto, Ontario, Canada Gallagher Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create...

  • Associate, Investment Consulting

    2 weeks ago

    Toronto, Canada Gallagher Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create...

  • Analyst, Investment Consulting

    7 days ago

    Toronto, Canada WTW Full time

    As an analyst, you will work with other analysts, associates and consultants to support the client servicing efforts of the Canadian Investment practice. Support will be required on a range of investment-related matters, including: performance measurement and evaluation, investment manager monitoring, strategic asset allocation, investment management...

  • Analyst, Investment Consulting

    4 days ago

    Toronto, Canada Aon Full time

    Are you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you! As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within Aon, in our...

  • Analyst, Investment Consulting

    7 days ago

    Toronto, Ontario, Canada Gallagher Full time

    Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive, and aspirations...

  • Analyst, Investment Consulting

    1 week ago

    Toronto, Canada Gallagher Full time

    Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive, and aspirations...

  • Analyst, Investment Consulting

    7 days ago

    Toronto, Ontario, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...

  • Associate Partner-investment Consulting

    4 weeks ago

    Toronto, Canada Aon Full time

    **Job Description**: **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 for you - we present you the role of Associate Partner, Investment Consulting at Aon! - This is a hybrid...

  • Analyst, Investment Consulting

    4 days ago

    Toronto, ON, Canada Aon Hewitt Full time

    Are you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you! As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within Aon, in our Toronto...

  • Analyst, Investment Consulting

    4 days ago

    Old Toronto, Canada Aon Hewitt Full time

    Are you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you!As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within Aon, in our Toronto...

  • Analyst, Investment Consulting

    4 days ago

    Old Toronto, Canada Aon Hewitt Full time

    Are you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you!As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within Aon, in our Toronto...

  • Analyst, Investment Consulting

    4 days ago

    Old Toronto, Canada Aon Hewitt Full time

    Are you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you!As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within Aon, in our Toronto...

  • Analyst, Investment Consulting

    7 days ago

    Toronto, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...

  • Investment & Retirement Consultant

    4 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **Investment & Retirement Consultant.** Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. If...

  • Senior Sustainable Investment Consultant

    2 weeks ago

    Toronto, Canada Marsh McLennan Companies Full time

    Description: At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are....

  • Investment Counsellor, Private Wealth

    4 days ago

    Toronto, Canada Company 116 - Manulife Investment Management Limited Full time

    Description Manulife Private Wealth (“MPW”) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients’ financial planning for the future. For more information, please visit the Manulife...

  • Senior Sustainable Investment Consultant

    6 days ago

    Toronto, Ontario, Canada Mercer Full time

    At Mercer, we're creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here....