Investment Consultant

Marsh Agency; Montreal; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Marsh in Montreal is seeking an Investment Consultant to support senior teams and manage a range of client accounts for institutional clients including defined benefit plans, endowments, and foundations. You will participate in client meetings, deliver recommendations, and help grow Marsh’s services while mentoring junior staff.

The role requires expertise in investment strategies and strong bilingual communication.

Qualifications

• Bachelor’s degree in business, finance, economics or related field.
• 5–10 years of defined benefit plan experience as a consultant or relationship manager.
• 5–10 years of investment experience with defined benefit plan experience.
• Bilingual in English and French for regular client/colleague interaction.
• Strong project management and organizational skills.
• Good knowledge of the institutional investment industry and financial markets.

Responsibilities

• Support senior investment consultants on mid-sized and large client accounts, actively participate in client meetings, and progressively take on greater responsibilities.
• Serve as the primary consultant for small and medium-sized clients by delivering services, identifying issues and opportunities for improvement, making recommendations, managing client relationships, and leading client meetings.
• Demonstrate expertise in investment strategies, defined benefit plans, and related regulatory and governance considerations, and actively contribute to client discussions.
• Support organizations in integrating environmental, social, and governance (ESG) factors into their policies and investment practices.
• Develop and maintain strong client relationships, identify opportunities to expand Marsh’s services, and contribute to overall client satisfaction.
• Manage and mentor junior team members while ensuring operational excellence and the timely delivery of client work.

Skills

Bilingual English/French

Investment knowledge

Client relationship management

Project management

Communication skills

Education

Bachelor's degree in business/finance/economics

Job description

We are seeking a talented professional to join Marsh’s Investment team. This role will be based in Montreal and follows a hybrid work model, with a requirement to work in the office at least three days per week.

As an Investment Consultant, you will provide a comprehensive range of services to institutional clients, including defined benefit pension plans, endowments, and foundations. You will be part of a team that delivers innovative, high-quality solutions designed to help clients make the best risk-adjusted return decisions, while taking into account their liabilities and spending commitments.

What You Will Do

• Support senior investment consultants on mid-sized and large client accounts, actively participate in client meetings, and progressively take on greater responsibilities.
• Serve as the primary consultant for small and medium-sized clients by delivering services, identifying issues and opportunities for improvement, making recommendations, managing client relationships, and leading client meetings.
• Demonstrate expertise in investment strategies, defined benefit plans, and related regulatory and governance considerations, and actively contribute to client discussions.
• Support organizations in integrating environmental, social, and governance (ESG) factors into their policies and investment practices.
• Develop and maintain strong client relationships, identify opportunities to expand Marsh’s services, and contribute to overall client satisfaction.
• Manage and mentor junior team members while ensuring operational excellence and the timely delivery of client work.

What You Need To Have

• A bachelor’s degree in business, finance, economics, or a related field, with strong quantitative and analytical coursework.
• Five to ten years of experience working with defined benefit plans as a consultant or relationship manager.
• Five to ten years of investment experience, with defined benefit plan experience as a consultant, relationship manager or investment manager.
• Strong communication skills in both English and French, as this role requires regular interaction with clients and colleagues outside Quebec.
• Strong project management and organizational skills.
• Good knowledge of the institutional investment industry and financial markets.

What Will Make You Stand Out

• A passion for delivering exceptional client service and engaging in meaningful discussions about financial well-being and plan governance.
• The ability to thrive in a rapidly changing environment and an interest in building a long-term, dynamic career.
• CFA or FICA certification is considered an asset.

Why Join Our Team?

• We support your professional growth through development opportunities, engaging work, and supportive leadership.
• We foster a vibrant and inclusive culture where talented colleagues collaborate to create innovative solutions and make a meaningful impact on our people, clients, and communities.
• Our global scale provides a wide range of career opportunities, benefits, and rewards designed to support your overall well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [e-mail]

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.