Senior Investment Consultant

Aon; Montreal; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

Join a dynamic and inclusive Investment Consulting team where your expertise will empower institutional clients. As a Senior Consultant, you will leverage your extensive experience to provide tailored investment advice and innovative solutions. Collaborate with a diverse team to enhance client relationships and drive strategic initiatives within the investment consulting landscape. This hybrid role offers flexibility, allowing you to work from home or the office, while contributing to a culture that values professional growth and well-being. If you're passionate about making a meaningful impact in the investment sector, this opportunity is for you!

Benefits

Global Wellbeing Days

Comprehensive Benefits Package

Flexible Working Solutions

Continuous Learning Opportunities

Qualifications

• 7+ years in financial/investment consulting with a strong client focus.
• Expertise in institutional investment processes and market trends.

Responsibilities

• Deliver investment consulting material and advice to institutional clients.
• Develop solutions for client needs and enhance Aon's service offerings.

Skills

Client Relationship Management

Analytical Skills

Problem Solving

Investment Industry Insight

Communication Skills

Fluency in French and English

Entrepreneurial Spirit

Education

Bachelor's Degree in Finance or related field

MBA or CFA (preferred)

Tools

Microsoft Office Suite

Job description

Senior Consultant, Investment Consulting

Would you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this could be the role for you!

This is a hybrid role with the flexibility to work both virtually and from our Toronto or Montreal offices.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

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 a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.

• Providing consulting support services and technical support on a range of advisory and OCIO Investment clients and accounts; including pension and benefit plans (DB and DC), insurance funds, trust and endowment funds, and other special purpose funds;
• Anticipating client issues, needs or concerns and proactively developing solutions to meet those needs in partnership with the Account Executive/lead Consultants;
• Reviewing client accounts and relationships and recommending ways to improve the value Aon brings to the client, based on a deep understanding of the client's business and insight into industry and investment trends;
• Raising the profile of Aon;
• Contributing to the development of the go to market strategy for the Investment Consulting Practice;
• Assisting in preparing and giving effective presentations to clients or prospects, as part of a team or individually;
• Identifying gaps between client needs and existing Aon Investment Consulting services; proposing and developing service enhancements, adding to Aon's product/service portfolio and intellectual capital;
• Working with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) on institutional investment funds across Canada;
• Providing guidance, mentoring and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.

How this opportunity is different

Reporting directly to the Practice Leader, you will participate in activities to develop new and existing investment consulting relationships. You will support various investment consulting projects including designing, coordinating, preparing and delivering analytical consulting assessments. You will join our dynamic team, known for their experience as strategic consultants in various asset classes.

You Bring Knowledge and Expertise

• 7+ years of experience in financial / investment consulting environment;
• Thorough understanding of institutional investment and investment industry insight and processes. Ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;
• Understanding of investment concepts and the financial markets;
• Knowledge of the Canadian pension fund market;
• Proven client relationship management skills; ability to support a book of business;
• Establish yourself as a trusted advisor;
• Demonstrate strong client-facing skills with the ability to clearly articulate ideas and information and to respond promptly and effectively to all inquiries;
• Manage an extensive portfolio of diverse Institutional clients, including interaction with C-suite level personnel and investment committees in these client groups;
• Demonstrated problem-solving, analytical decision-making, and developing solutions for clients/business issues;
• Entrepreneurial and creative spirit by recognizing and capitalizing on opportunities to help with the growth and expansion of the organization;
• Detail and results-orientated; able to work independently on various projects, able to balance multiple priorities in a fast-paced; high-pressure environment and meet project targets;
• Technical expertise and the proven ability to remain current concerning investment industry trends, activity in the market, provincial and federal legislative policies and changes;
• Persuasive, forward-thinking, progressive, energetic, and focused;
• Strong analytical skills; accuracy and attention to detail;
• Excellent verbal and written communication skills;
• Knowledge of French and English required (fluent in writing and speaking) due to frequent interaction with clients and business partners based in Quebec, other Canadian provinces and internationally;
• Experienced with Microsoft Office suite of business applications (Word, Excel, and PowerPoint);
• Some travel is required to service clients;
• A teammate who can work with various types of individuals;
• Collaboration within a matrix environment;
• A desire to contribute to the success of Aon;
• A bachelor's degree, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of experience;
• Commitment to professional development;
• Completion of an MBA or CFA is preferred.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail]

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

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