Current jobs related to Senior Investment Consultant - Montreal, Quebec - Aon Corporation

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Full time

    Unlock Your Potential as a Senior Investment ConsultantAre you passionate about delivering innovative solutions to institutional investment clients? Do you want to be part of a dynamic team that empowers results-driven investment strategies? If so, this could be the perfect opportunity for you.About the RoleThis hybrid role combines the best of both worlds,...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Full time

    Unlock Your Potential as a Senior Investment ConsultantAre you passionate about delivering innovative solutions to institutional investment clients? Do you want to be part of a dynamic team that empowers results-driven investment strategies? If so, this could be the perfect opportunity for you.About the RoleThis hybrid role combines the best of both worlds,...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Full time

    Unlock Your Potential as a Senior Investment Consultant at AonAre you a seasoned professional looking to take your career to the next level? Do you have a passion for delivering innovative investment solutions to institutional clients? We're seeking a highly skilled Senior Investment Consultant to join our dynamic team at Aon.About the RoleAs a Senior...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Full time

    Unlock Your Potential as a Senior Investment Consultant at AonAre you a seasoned professional looking to take your career to the next level? Do you have a passion for delivering innovative investment solutions to institutional clients? We're seeking a highly skilled Senior Investment Consultant to join our dynamic team at Aon.About the RoleAs a Senior...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key Responsibilities:Providing consulting support services and technical support on a range of advisory...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key Responsibilities:Providing consulting support services and technical support on a range of advisory...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key Responsibilities:Providing consulting support services and technical support on a range of...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key Responsibilities:Providing consulting support services and technical support on a range of...

  • Senior Investment Consultant

    3 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key Responsibilities:Providing consulting support services and technical support on a range of advisory...

  • Senior Investment Consultant

    3 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key Responsibilities:Providing consulting support services and technical support on a range of advisory...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Investment Consultant to join our team at Aon Hewitt. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key ResponsibilitiesProviding consulting support services and technical support on a range of...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Investment Consultant to join our team at Aon Hewitt. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key ResponsibilitiesProviding consulting support services and technical support on a range of...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAre you a seasoned investment professional looking for a new challenge? Do you have a passion for delivering exceptional investment consulting services to institutional clients?We are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting Practice, you...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAre you a seasoned investment professional looking for a new challenge? Do you have a passion for delivering exceptional investment consulting services to institutional clients?We are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting Practice, you...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Full time

    Unlock Your Potential as a Senior Investment ConsultantAon is seeking a seasoned investment professional to join our dynamic team as a Senior Investment Consultant. In this role, you will be responsible for delivering high-quality investment consulting services to institutional clients, leveraging your expertise in financial markets and investment industry...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Full time

    Unlock Your Potential as a Senior Investment ConsultantAon is seeking a seasoned investment professional to join our dynamic team as a Senior Investment Consultant. In this role, you will be responsible for delivering high-quality investment consulting services to institutional clients, leveraging your expertise in financial markets and investment industry...

  • Senior Investment Consultant

    3 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a seasoned Senior Investment Consultant to join our team. As a key member of our Investment Consulting Practice, you will be responsible for delivering high-quality investment consulting services to institutional clients.Key Responsibilities:Provide investment consulting services to institutional clients,...

  • Senior Investment Consultant

    3 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a seasoned Senior Investment Consultant to join our team. As a key member of our Investment Consulting Practice, you will be responsible for delivering high-quality investment consulting services to institutional clients.Key Responsibilities:Provide investment consulting services to institutional clients,...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAre you a seasoned investment professional looking for a new challenge? Do you have a passion for delivering exceptional investment consulting services to institutional clients?We are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting Practice, you...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAre you a seasoned investment professional looking for a new challenge? Do you have a passion for delivering exceptional investment consulting services to institutional clients?We are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting Practice, you...

Senior Investment Consultant

2 months ago

Montreal, Quebec, Canada Aon Corporation Full time
About the Role

We are seeking a highly skilled Senior Investment Consultant to join our team at Aon Corporation. As a key member of our Investment Consulting Practice, you will be responsible for delivering exceptional investment consulting services to our institutional clients.

Key Responsibilities
  • Provide consulting support services and technical expertise to institutional clients, including pension and benefit plans, insurance funds, trust and endowment funds, and other special purpose funds.
  • Anticipate client issues, needs, or concerns and proactively develop solutions to meet those needs in partnership with the Account Executive/lead Consultants.
  • Review client accounts and relationships and recommend 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.
  • Raise the profile of Aon and contribute to the development of the go-to-market strategy for the Investment Consulting Practice.
  • Assist in preparing and giving effective presentations to clients or prospects, as part of a team or individually.
  • Identify gaps between client needs and existing Aon Investment Consulting services and propose and develop service enhancements, adding to Aon's product/service portfolio and intellectual capital.
  • Work with other professional advisers, both internally and externally, on institutional investment funds across Canada.
  • Provide guidance, mentoring, and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.
Requirements
  • 7+ years of experience in a financial/investment consulting environment.
  • Thorough understanding of institutional investment and investment industry insight and processes.
  • Understanding of investment concepts and the financial markets.
  • Knowledge of the Canadian pension fund market.
  • Proven client relationship management skills and ability to support a book of business.
  • Establish yourself as a trusted advisor and demonstrate strong client-facing skills.
  • 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, 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, 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.
  • A desire to contribute to the success of Aon.
Education
  • A bachelor's degree is required, preferably in Finance, Actuarial Science, or Commerce, or equivalent years of experience.
  • Commitment to professional development.
  • Completion of an MBA or CFA is preferred.
About Aon

Aon is a global professional services firm that provides a range of risk management, insurance, and consulting services to clients across various industries. We value an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves.

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.