Defined Contribution Expert

1 week ago


Montreal, Quebec, Canada CA007 Mercer (Canada) Limited Full time
Job Title:

Defined Contribution Expert

About the Role:

We are seeking a seasoned professional to join our Investment Consulting team at Mercer Canada as a Defined Contribution (DC) Consultant/Senior Consultant. This role will be based in Montreal, Ottawa, or Quebec office, requiring at least three days of work per week in the office.

This individual will deliver a comprehensive range of services to institutional clients who sponsor or plan to set up a group retirement savings plan. They will collaborate with other senior DC consultants on complex advice delivery to large DC clients.

Main Responsibilities:
  • Act as primary consultant for mid-sized to large-size clients, providing expert guidance on defined contribution plans.
  • Deliver advice on all DC aspects, including financial wellness, plan design and benefit adequacy evaluation, selection and ongoing monitoring of record keepers, and review of vendor contracts.
  • Build strong relationships with clients, managing all aspects of consulting relationships, and contribute to business development through direct client/prospect approach or responding to requests for proposal.
  • Contribute to the expansion and maintenance of our DC intellectual capital.
Requirements:
  • A bachelor's degree in business, finance, economics, or other business-related fields with strong quantitative and analytical course content.
  • Strong interpersonal and communication skills, fluent bilingualism (English and French), and experience in client relationship management.
  • A minimum of 5 years of work experience for Consultant and 8 years for Senior Consultant with Defined Contribution plans in the capacity of plan sponsor, consultant, or relationship manager with a record keeper.
  • Strong analytical and project management skills, with certification like CFA, ASA, or FICA being an asset.
Benefits:
  • An estimated salary of $85,000 - $110,000 annually, depending on location and experience.
  • Professional development opportunities, interesting work, and supportive leaders.
  • A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
  • Career growth opportunities, benefits, and rewards to enhance your well-being.
About Us:

Mercer is a global leader in helping clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes. As part of Marsh McLennan, we provide a wide range of services across four businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. With annual revenue of $23 billion and over 85,000 colleagues worldwide, we help build confidence to thrive through the power of perspective.



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