Retirement Savings Plan Consultant

4 weeks ago

Montreal, Quebec, Canada Aon Full time
About the Role

We are seeking a skilled Retirement Consultant to join our team at Aon. As a key member of our Small & Medium Enterprise (SME) team, you will have the opportunity to contribute to Aon's success while working with a diverse array of clients.

Key Responsibilities
  • Support and consult on Defined Contribution Group Retirement Savings Programs
  • Lead client relationships for small to medium-sized accounts, utilizing critical thinking and problem-solving skills
  • Focus on positive member outcomes while working with clients
  • Develop and participate in effective presentations for existing or prospective clients, individually or in concert with team members
  • Utilize strong technical investment knowledge and experience to provide high-quality advice
  • Manage routine client projects, such as provider review exercises, investment strategy reviews, and program development, with minimal oversight
  • Prepare meeting materials and ensure all projects involved with a client are meeting needs and proceeding on schedule
  • Master technical concepts and make reasonable interpretations of how they impact clients, including explanations, presentations, and impact considerations
  • Participate in business development activities and coordinate resources on different projects to achieve client results
  • Display confidence, passion, and leadership, and be self-motivated, demonstrating a desire to continue to learn and grow
Requirements
  • 5+ years of experience with Defined Contribution Retirement Savings Plan consulting or a related field
  • Experience advising clients on Defined Contribution investment strategy, DC products and investment platforms, fund manager recommendations, ongoing investment monitoring, and compliance with regulatory requirements and changes in legislation
  • French/English bilingualism preferred due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces, and/or internationally
  • Organization skills, rigor, and thoroughness, as well as proficiency with MS Office software (Word, Excel, and PowerPoint)
  • A post-secondary degree or diploma in Business, Commerce, or a similar area of focus is an asset
About Aon

Aon is in the business of better decisions. 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.

We offer a comprehensive benefits package, encourage a diverse workforce, and provide a continuous learning culture that inspires and equips you to learn, share, and grow. We value an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

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