Current jobs related to Investment Consultant - Toronto, Ontario - CA007 Mercer (Canada) Limited

  • Investment Consultant

    4 weeks ago

    Toronto, Ontario, Canada WTW Full time

    At WTW, we are seeking a skilled Investment Consulting Analyst to join our Canadian Investment practice. As an investment consulting analyst, you will work closely with our team to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities.This role is hybrid with regular attendance to...

  • Financial Investment Consultant

    2 weeks ago

    Toronto, Ontario, Canada CANADA LTD. Full time

    CARE INSURANCE & FINANCIAL LTD. is seeking a highly skilled Financial Investment Consultant to join our team.Job SummaryThis role requires an individual with strong analytical and problem-solving skills, as well as the ability to communicate complex financial information effectively.Key ResponsibilitiesAnalyze financial data and trends to provide investment...

  • Mercer Investment Consultant

    4 weeks ago

    Toronto, Ontario, Canada CA007 Mercer (Canada) Limited Full time

    Job Description:About Us:Mercer is a global consulting leader in health, wealth, and career. With over 25,000 colleagues in 43 countries, we help clients worldwide advance the health, wealth, and performance of their people.Our Investment Team:We are seeking a highly motivated and detail-oriented Analyst Co-op to join our Toronto office. As an Analyst Co-op,...

  • Senior Investment Consultant

    4 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment Consultant to join our team at Scotiabank. As a Senior Investment Consultant, you will play a key role in contributing to the overall success of the Investment & Advisory Solutions Group. Your primary responsibility will be to grow fee-based and managed asset AUM, establish, develop, and retain...

  • Strategic Investment Consultant

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleAs a Strategic Investment Consultant at Fidelity Investments, you will be responsible for providing expert analysis and support to clients in all aspects of investment product analysis, sales, and marketing. You will possess in-depth knowledge and expertise of assigned Fidelity products and maintain a solid understanding of the competitive...

  • Senior Investment Consultant

    1 month ago

    Toronto, Ontario, Canada Scotiabank Full time

    Role OverviewThe Senior Investment Consultant is a key member of the Investment & Advisory Solutions Group, responsible for contributing to the overall success of the team. This involves executing specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.Key ResponsibilitiesChampion a customer-focused...

  • Director, Investment Structure Management

    1 month ago

    Old Toronto, Ontario, Canada Canada Pension Plan Investment Board Full time

    Lead Investment Structure ManagementMake a meaningful impact at Canada Pension Plan Investment Board, a global and dynamic investment organization.We are seeking a highly skilled and experienced Investment Structure Management professional to join our team. As a key member of our Investment Structure Management team, you will be responsible for the...

  • Investment Structure Manager

    1 month ago

    Old Toronto, Ontario, Canada Canada Pension Plan Investment Board Full time

    Director, Investment Structure ManagementMake a meaningful impact at a dynamic investment organizationCPP Investments is a global and respected institutional investor, with assets under management valued in excess of $500 billion. As a Director, Investment Structure Management, you will play a key role in the operational deal structuring and end-to-end...

  • Senior Vice President, Investment Consultant

    1 month ago

    Toronto, Ontario, Canada Segal Full time

    Unlock Your Potential as a Senior Investment Professional at Segal The Opportunity: We are seeking a seasoned investment advisor to join our Canadian Leadership Team and play a key role in the growth of our investment consulting practice. As a member of our team, you will be responsible for providing expert advice on investment-related matters to our...

  • Strategic Business Consultant

    3 weeks ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Job Title: Strategic Business Consultant - Retail Investment SolutionsThe ideal candidate will possess extensive experience in business consulting, with a strong background in retail investment solutions. As a strategic business consultant, you will work closely with senior leaders to develop and implement business strategies, drive innovation, and foster a...

  • Investment Portfolio Specialist

    1 month ago

    Toronto, Ontario, Canada WTW Full time

    Investment Portfolio Analyst RoleAs an investment consulting analyst at WTW, you will work with our Canadian Investment practice to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities. Your responsibilities will include performance measurement and evaluation, investment manager...

  • Investment Services Specialist

    1 month ago

    Toronto, Ontario, Canada WTW Full time

    As an investment consulting analyst at WTW, you will collaborate with our Canadian Investment practice to deliver investment services to Defined Benefit and Defined Contribution plans and other institutional entities.This role is hybrid, requiring regular attendance to the office, typically up to 2-3 days, but may be more depending on business...

  • Strategic Investment Advisor

    2 weeks ago

    Toronto, Ontario, Canada WTW Full time

    At WTW, we're seeking a highly skilled Strategic Investment Advisor to join our Canadian Investment practice.We offer a competitive salary range of $85,000 - $110,000 per annum, commensurate with experience.About the RoleThis is an exciting opportunity for a talented individual to provide support on a range of investment services to Defined Benefit and...

  • Strategic Business Consultant

    1 month ago

    Toronto, Ontario, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and experienced Strategic Business Consultant to join our team at BMO. As a key member of our Retail Investment Technology group, you will be responsible for providing management consulting and technology/industry expertise to support business and enterprise needs.Key Responsibilities:Act as a trusted advisor to...

  • Data Analyst for Retirement and Investment Consulting

    2 weeks ago

    Toronto, Ontario, Canada WTW Full time

    About the RoleWe are seeking a highly skilled Data Analyst to join our Retirement consulting team in providing expertise in retirement and investment consulting to support global organizations in designing, managing, administering, and communicating various retirement plans.About Our TeamYou will partner with consultants to provide actuarial support on...

  • Investment Associate

    1 month ago

    Old Toronto, Ontario, Canada Building Ontario Fund Full time

    Job Title: Senior Investment AssociateJob Type: Permanent full-timeThe OpportunityAt the Building Ontario Fund, we are seeking a highly skilled Senior Investment Associate to join our team. As a key member of our investment team, you will play a critical role in facilitating investment in Ontario's infrastructure projects.Our mandate is to invest in and...

  • Investment Services Specialist

    2 weeks ago

    Toronto, Ontario, Canada WTW Full time

    WTW seeks an Investment Services Specialist to support our Canadian Investment practice in providing investment services to defined benefit and defined contribution plans, as well as other institutional entities.This hybrid role requires regular attendance at the office, typically 2-3 days a week, but may vary based on business needs. Relocation is not...

  • Senior Investment Systems Consultant

    2 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    About CI FinancialCI Financial is a global leader in wealth management and asset management, offering a range of investment solutions to individuals and institutions. With over 50 years of experience, we have consistently delivered high-quality investments and advice to our clients.

  • Strategic Investment Director

    2 weeks ago

    Toronto, Ontario, Canada Segal Full time

    At Segal, we are seeking an accomplished Institutional Investment Manager to spearhead our investment consulting practice in Canada. This senior role involves providing high-level investment advisory solutions and services to clients, including corporate and multi-employer pension plans, endowments/foundations, private counsel operations, and wealth...

  • Strategic Investment Portfolio Analyst

    3 weeks ago

    Toronto, Ontario, Canada WTW Full time

    At WTW, our Canadian Investment practice is seeking a highly skilled Strategic Investment Portfolio Analyst to support our clients with a range of investment services.This role is hybrid, requiring regular attendance to the office (typically up to 2-3 days but may be more depending on business needs).Key responsibilities include producing quarterly...

Investment Consultant

1 month ago

Toronto, Ontario, Canada CA007 Mercer (Canada) Limited Full time

About the Role:

We are seeking a highly skilled Client Operations Manager to join our Investment Consulting team at Mercer. As a Client Operations Manager, you will play a critical role in overseeing the transition of our clients into our Mercer Delegated DC solutions.

Key Responsibilities:

  • Coordinate the activities required to transition clients to the new Record keeper
  • Act as primary contact for the client, Mercer and the record keeper during the client transition from the incumbent record keeper to the delegated Record keeper
  • Maintain excellent client related documentation and notes summarizing client issues
  • Look for opportunities to improve on existing processes related to transition and implementation
  • Partner with consultant and assigned Record keeper contact to properly set client expectations for the implementation and on-going administration
  • Interact with Record keeper's implementation manager during the transition and implementation process and with the account executive on an ongoing basis
  • Manage any non-standard operational issues as they arise
  • Meet with the Record keeper on a monthly basis to review any issues and concerns raised during past implementations and ongoing servicing of the clients
  • Prepare any applicable initial employee communication as part of the implementation or transition process
  • Review the timeline of the implementation process prepared by the Record keeper
  • Review any employee communication issued by the Record keeper
  • Maintain accountability for accurate and timely completion of all project tasks and provide guidance to team members to ensure the overall success of the project
  • Review the contracts issued by the Record keeper
  • Demonstrate ease and effectiveness when dealing with clients, prospects, record keepers and colleagues at all levels;

About the Team:

Our team is dedicated to providing exceptional service to our clients and delivering high-quality results. We are a collaborative and dynamic team that values innovation, creativity and teamwork.

About Mercer:

Mercer is a global consulting leader in talent, health, retirement and investments. We help clients around the world advance the health, wealth and careers of their most valued asset – their people. Mercer's more than 25,000 employees are based in 43 countries and the firm operates in over 140 countries. Mercer is a business of Marsh & McLennan Companies, a global professional services firm with annual revenue of $17 billion. Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. For more information, visit www.mercer.com and follow us on LinkedIn and Twitter.

About Our Culture:

Mercer is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

About Our Benefits:

Mercer offers a comprehensive benefits package, including competitive pay, full benefits package, generous parental leave and tuition reimbursement plan. We also offer a hybrid work arrangement, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.