Investment Expert

1 week ago

Montreal, Quebec, Canada Aon Hewitt Full time

Estimated salary: $120,000 - $180,000 per year

About the Role

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

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.

About Your Responsibilities
  • Delivering investment consulting material and advice to institutional clients;
  • Providing consulting support services and technical support on a range of advisory and OCIO Investment clients and accounts; including pension and benefit 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;
  • Reviewing client accounts and relationships and recommending 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;
  • Raising the profile of Aon;
  • Contributing to the development of the go to market strategy for the Investment Consulting Practice;
  • Assisting in preparing and giving effective presentations to clients or prospects, as part of a team or individually;
  • Identifying gaps between client needs and existing Aon Investment Consulting services; proposing and developing service enhancements, adding to Aon's product/service portfolio and intellectual capital;
  • Working with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) on institutional investment funds across Canada;
  • Providing guidance, mentoring and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.
Your Qualifications
  • 7+ years of experience in financial / investment consulting environment;
  • Thorough understanding of institutional investment and investment industry insight and processes. Ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;
  • Understanding of investment concepts and the financial markets;
  • Knowledge of the Canadian pension fund market;
  • Proven client relationship management skills; ability to support a book of business;
  • Establish yourself 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;
  • 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 by 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, able to 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.
What We Offer
  • A comprehensive benefits package;
  • An inclusive environment that allows you to manage your wellbeing and work/life balance;
  • Two 'Global Wellbeing Days' each year, encouraging you to take time to focus on yourself;
  • A commitment to equal employment opportunities;
  • Opportunities for professional development and growth.

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