Wealth Investment Dc Analyst

Mercer Canada is seeking a **Defined Contribution (DC) Retirement Consulting Associate -**for our Montreal, Ottawa or Quebec office

**What can you expect?**

As a Defined Contribution (DC) Retirement Consulting Associate - you will be supporting our DC consultants in providing a range of services to institutional clients who sponsor or intend to set up a group retirement savings plan.

**What is in it for you?**

Mercer Canada offers competitive benefits and a thriving culture to allow you to shine at work:

- At Mercer, we’re as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits and resources that support your wellbeing and career development.
- A business which values internal mobility, collaboration and partnership;
- Employee groups to help you find a mentor connect with leaders and support you in your dealings with external businesses and associations.
- The chance to make a positive difference in your local community by using your paid time off to volunteer through events organized by Mercer Cares, our community outreach and volunteerism BRG.
- A huge variety of virtual learning and development resources to support your personal and professional growth.
- Competitive rewards supporting your financial wellbeing, including compensation, retirement savings, and more.
- Offerings geared at your overall wellness, including comprehensive medical, dental, vision, and fitness benefits, as well as life insurance and child and elder care programs.
- A dynamic, collaborative and inclusive culture, where diversity is valued and where you are recognized and valued for who you are.

**We will count on you to**:

- Closely support consultants in servicing existing clients and prospects;
- Actively participate to pension committee meetings and other client meetings cycle from the preparation to the presentation of our reports, findings and recommendations;
- Play an important role in plan design, plan governance reviews, provider searches, investment manager searches and other ad-hoc investment-related projects;
- Communicate with investment managers, record keepers and custodians to gather and/or clarify client-specific data for reporting;
- Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools;
- Helping with production and peer review of regular monitoring reports;
- Assist companies in managing the financial well-being of their employees;
- Support and advise companies in integrating ESG factors into their policies;
- Play an important role in training and developing our team of analysts
- Develop the knowledge and skills required to allow progression to a senior associate role;
- Demonstrate professionalism and effectiveness when dealing with clients and colleagues at all levels;
- Represent and promote the “face” of Mercer, both internally and externally.

**What you need to have**:

- Bachelor’s degree in business, finance, actuarial studies, or related discipline;
- Minimum 3-5 years’ experience in financial services or pension environment working in an analyst and client facing capacity is preferred;
- Designation or enrollment to achieve group annuity plans advisor, CFA or FICA certification is considered an asset;
- Solid knowledge of the DC environment;
- Good knowledge of the institutional investment industry, understanding of investment concepts and the financial markets;
- Strong communication skills (both written and oral, in English and French);
- Strong analytical skills and attention to detail;
- Ability to multi-task, work under tight deadlines and demonstrate problem solving skills;
- Strong organizational and time management skills;
- Motivated and willing to learn;
- Proactive and independent;
- Overall good technical skills including proficiency in Microsoft Office, with a high proficiency in Excel.

Mercer is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law.