Senior Defined Contribution Retirement Consultant

3 days ago

Montreal, Quebec, Canada CA007 Mercer (Canada) Limited Full time

About this role

At CA007 Mercer (Canada) Limited, we're seeking a skilled professional to join our team as a Senior Defined Contribution Retirement Consultant. As a member of our Institutional Investment team, you'll play a key role in delivering exceptional services to our clients and helping them achieve their retirement goals.

Responsibilities

  • Act as primary consultant for mid-sized to large-size clients, providing expert guidance on defined contribution plans and their governance.
  • Develop and implement comprehensive retirement strategies, including investment options and financial wellness initiatives.
  • Collaborate with clients to design and optimize their DC plans, ensuring they meet their unique needs and goals.
  • Lead efforts to market and expand Mercer's defined contribution relationships, leveraging your expertise to drive commercial success.
  • Manage and mentor junior-level staff, fostering a culture of excellence and professional growth.
  • Peer review reports, adding client-specific information and ensuring client suitability.
  • Manage client-related assignments and ensure timely delivery.

Requirements

  • Bachelor's degree in business, finance, economics, or other business-related areas with strong quantitative and analytical course content.
  • 10+ years of experience in defined contribution plans, with a proven track record of success in client relationship management.
  • Superior communication and project management skills, with the ability to effectively interact with clients and prospects.
  • Good knowledge of the institutional investment industry, including investment concepts and financial markets.
  • Group annuity plans advisor designation or enrollment to achieve the certification within the first year.

What sets you apart

  • Passion for delivering exceptional client service and driving meaningful change in the DC market.
  • Ability to engage in deeper conversations with clients, focusing on financial wellness and plan governance.
  • Comfortable working in a rapidly changing environment, with a long-term commitment to career growth and development.
  • CFA or FICA certification is considered an asset.

About Mercer

At Mercer, we're dedicated to helping our clients and employees achieve their full potential. With a culture that values diversity, inclusion, and collaboration, we're committed to making a positive impact on the world every day.

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