Investment Consultant

Are you an investment professional looking for your next challenge? Wouldn't it be exciting to be working alongside an industry-leading and innovative global investment team? Then Aon has the opportunity for you
This can be a hybrid role with the flexibility to work both virtually and from our Montreal office. Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like
As an Investment Consultant, you will help empower and deliver results for our clients by providing innovative and effective solutions within our Investment Consulting business group within Aon Solutions Canada. The Investment Consultant will deliver investment consulting material and advice to institutional clients.
You will support an array of investment consulting projects including designing, coordinating, preparing and delivering analytical consulting assessments. This role is part of our dynamic team, focused on results and that brings their experience as strategic consultants across all asset classes. You'll be tasked with:
Providing consulting support services and technical support on a range of Investment clients and accounts; including pension and benefit plans (DB and DC), insurance funds, trust and endowment funds, and other special purpose funds;
Proactively developing solutions to meet client needs in partnership with the Account Executive/lead Consultants; and
Recommending ways to enhance the value Aon brings to the client based on a deep understanding of the client's business and insight into industry and investment trends.
Manage a small portfolio of diverse Institutional clients;
Contributing to raising the quality of various client results;
Assisting in preparing and communicating effective oral presentations to clients, as part of a team or individually; and
Working with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) on institutional investment funds across Canada; and
Providing guidance and support to more junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service. How is this opportunity different
Your role will expose you to the most creative and most promising investment professionals in Canada, while you learn and grow and ensure career success.
Our clients include pension plans, foundations and insurance funds with assets in the billions. Your work will positively impact significant investment pools and broad partner groups. Skills and experience that will lead to success
5 + years of experience in a financial / investment consulting environment;
Understanding of written English, bilingualism (English and French) in writing and speaking is an asset
Thorough understanding of the institutional investment industry and investment industry acumen and processes. Ideally gained from taking part in a manager research, fund management, investment consulting or in a plan sponsor role;
A strong understanding of investment concepts and the financial markets;
Knowledge of the Canadian pension fund market;
Demonstrated problem-solving and analytical decision-making skills in developing solutions for complex clients/business issues;
Adopts entrepreneurial and creative spirit in work;
Detail and results-orientated; able to work independently on various projects, able to balance multiple priorities in a fast-paced, high-pressured environment and meet project timelines;
Strong technical expertise and the proven ability to remain current with respect to investment industry trends, activity in the market, provincial and federal legislative policies and changes;
Strong analytical skills; accuracy and attention to detail;
Excellent verbal and written communications skills;
A standout colleague who can work with different individuals; and
Must have a positive outlook combined with a desire to contribute to the success of Aon. Education:
Bachelor's degree is required, preferably in Actuarial Science, Finance, Commerce or a related field, or equivalent years of industry experience;
Commitment to professional development; and
Completion of an MBA or CFA is preferred. 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 recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working
Our continuous learning culture inspires and equips you to le