Senior DB Investment Consultant

Mercer; Montreal; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Mercer is seeking a Senior DB Investment Consultant in Montreal to provide services to institutional clients. The role requires expertise in managing defined benefit plans and advising on financial wellness strategies. Candidates should have a strong background in finance and demonstrated experience in client relationship management, alongside bilingual communication skills in English and French.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Career opportunities and benefits

Qualifications

• Minimum 10 years of experience with Defined Benefit plans.
• Superior communication skills in both English and French.
• Good knowledge of institutional investment industry.

Responsibilities

• Act as the primary consultant for mid-sized to large clients.
• Demonstrate expertise in defined benefit plans.
• Manage and mentor junior-level staff.

Skills

Communication

Project Management

Analytical Skills

Client Relationship Management

Education

Bachelor’s degree in Business, Finance, Economics or related field

Job description

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We are seeking a talented individual to join our Defined Benefit team at Mercer. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Senior Defined Benefit Investment Consultant, you will deliver a full range of services to institutional clients. You will be part of a team that accomplishes outstanding and innovative work, enhancing financial security and employment relationships for the global workforce.

We will count on you to:

• Act as the primary consultant for mid-sized to large clients, leading efforts to design and manage defined benefit plans.
• Demonstrate expertise in defined benefit plans, including regulatory and governance aspects, while actively participating in client meetings.
• Discuss financial wellness strategies and support companies in integrating ESG factors into their policies.
• Develop and maintain relationships to expand Mercer’s services and ensure client satisfaction.
• Manage and mentor junior-level staff, ensuring operational excellence and timely delivery of client assignments.
  
  

What you need to have:

• A bachelor’s degree in business, finance, economics, or a related field with strong quantitative and analytical coursework.
• A minimum of 10 years of experience with Defined Benefit plans as a consultant or relationship manager.
• Superior communication skills in both English and French, along with strong project management abilities.
• Good knowledge of the institutional investment industry and financial markets.
• In accordance with Bill 96, candidates must demonstrate proficiency in both English and French, as this role requires effective communication with our bilingual clientele.
  
  

What makes you stand out:

• A passion for delivering exceptional client service and engaging in meaningful conversations about financial wellbeing and plan governance.
• Comfort in a rapidly changing environment, with a desire for a long-term and dynamic career.
• CFA or FICA certification is considered an asset.
  
  

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being
  
  

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan 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. In accordance with applicable legislation, Marsh McLennan 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 McLennan 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 McLennan 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.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance and Business Consulting and Services

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