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Senior Investment Advisor

2 months ago

Montreal, Quebec, Canada Aon Hewitt Full time
Senior Investment Advisor

Become a key member of our esteemed Investment Advisory team and contribute to the provision of cutting-edge solutions for our institutional investment clientele. This flexible position enables you to operate both remotely and from our office.

Role Overview:
  • Provide comprehensive investment advisory materials and insights to institutional clients.
  • Offer consulting support and technical assistance across various advisory and OCIO investment accounts.
  • Proactively assess client requirements, devise solutions, and evaluate client portfolios to maximize value.
  • Assist in shaping the strategic approach for the Investment Advisory Practice.
  • Identify service gaps and recommend enhancements to fulfill client expectations.
  • Mentor and support junior team members.
  • Engage in initiatives to cultivate new investment advisory relationships.
Qualifications:
  • Over 7 years of experience in financial or investment advisory roles.
  • In-depth knowledge of institutional investment and financial markets.
  • Familiarity with the Canadian pension fund landscape.
  • Capability to manage a varied portfolio of institutional clients.
  • Strong problem-solving and analytical skills.
  • Entrepreneurial mindset with a focus on growth opportunities.
What We Provide:

Our inclusive workplace fosters your wellbeing and promotes a healthy work/life balance. We emphasize a culture of continuous learning to support you in reaching your highest potential.

About Aon Hewitt:

Aon Hewitt is committed to providing equal employment opportunities to all employees and applicants. We value diversity and are dedicated to making reasonable accommodations for individuals with disabilities.