Strategic Investment Leader

4 weeks ago


Montreal, Quebec, Canada Aon Full time

Strategic Investment Leader

Aon is seeking a seasoned investment advisory leader to join our team. As a Strategic Investment Leader, you will be responsible for providing expert guidance to our clients on strategic investment decisions.

Key responsibilities include:

  • Designing and delivering analytical evaluations of advisory services
  • Identifying and developing client account opportunities
  • Providing proactive and innovative support to clients
  • Mentoring team members on specific client types or unique investment issues
  • Leading ad hoc projects for the Canadian Investment Consulting senior management team

Requirements

  • 12+ years of direct experience in a financial/investment consulting environment
  • Experience working with institutional clients, especially handling a block of clients and client teams
  • Proven problem-solving, analytical decision-making, and skills in developing solutions for complex clients/business issues
  • Able to understand the short-term/long-term needs of clients; capable of identifying business development opportunities to effectively close consulting assignments
  • Embraces creative spirit in work by recognizing and capitalizing on opportunities to help with the growth and expansion of the organization
  • Ability to establish self as a trusted leader/advisor
  • Detail and results-orientated; able to work independently on diverse projects, able to balance multiple priorities in a fast-paced; high-pressure environment and meet project timelines
  • Technical expertise and proven track record to remain current concerning investment industry trends, activity in the market, provincial and federal legislative policies and changes
  • Planning and organizational skills through experiences; ability to effectively coordinate the delivery of projects and advisory services
  • Must be persuasive, forward-thinking, progressive, energetic, and focused
  • Analytical skills; accuracy and attention to detail
  • Requires substantial travel to service clients

Education

  • Bachelor's degree is required, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of experience
  • Dedication to professional development. Completion of an MBA or CFA is preferred

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. At Aon, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working



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