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Investment consultant • laval qc

Dernière mise à jour : il y a 11 heures
Senior Investment Consultant

Senior Investment Consultant

AonMontreal, Quebec, Canada
500 000,00 $CA par an
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 so...Voir plusDernière mise à jour : il y a plus de 30 jours
Senior DC Investment Consultant

Senior DC Investment Consultant

CA007 Mercer (Canada) LimitedPlace Ville Marie,Montreal
Temps plein
We are seeking a talented individual to join our Defined Contribution 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 ...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Investment Advisor

Investment Advisor

iA Groupe Financier- Centropolis LavalLaval, QC, Canada
Temps plein
Become a successful entrepreneur?.Play a defining role in people's lives?.To be recognized for your consulting service?.Go ahead, take charge of your professional future!.Becoming a financial secur...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

Royal Bank of Canada>MONTRÉAL, Canada
Temps plein
Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is ...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Administrative Assistant - Private Investment Fund

Administrative Assistant - Private Investment Fund

Groupe MontpetitMontréal, Quebec, Canada
CDI
Administrative Assistant - Private Investment Fund Are you looking for a career rather than just a position? Are you bilingual and able to ensure the confidentiality of the information entrusted to...Voir plusDernière mise à jour : il y a 25 jours
  • Offre sponsorisée
Director, Investment Risk

Director, Investment Risk

TAL Life LTDMontreal, Montreal (administrative region), Canada
Temps plein
Apply locations : Toronto, Montreal.Posted on : Posted 30+ Days Ago.We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard.Our approach to employee e...Voir plusDernière mise à jour : il y a 1 jour
  • Offre sponsorisée
  • Nouvelle offre
Financial Controller - Investment fund

Financial Controller - Investment fund

Fed FinanceAnjou, CA
Temps plein +1
Created in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions.Our consultants are all experts and speak your language.We are committed to su...Voir plusDernière mise à jour : il y a 11 heures
  • Offre sponsorisée
AVP Investment Director, Alternatives

AVP Investment Director, Alternatives

Mackenzie InvestmentsMontreal, Montreal (administrative region), Canada
Temps plein
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and inve...Voir plusDernière mise à jour : il y a 1 jour
  • Offre sponsorisée
Corporate Accountant - Investment - Up to 110K

Corporate Accountant - Investment - Up to 110K

Randstad CanadaMontreal, Quebec, CA
CDI
Quick Apply
Do you want to give your career a new boost?.Are you passionate about the investment industry?.We are looking for a passionate and rigorous corporate accountant, ready to take on stimulating challe...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Brokerage Investment Agent

Brokerage Investment Agent

National BankMontreal, Canada
57 052,00 $CA par an
Temps plein
A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest ...Voir plusDernière mise à jour : il y a 28 jours
Investment Analyst

Investment Analyst

J.W. McConnell FoundationMontréal, QC, CA
73 800,00 $CA par an
CDI
The successful candidate to join a dynamic team that supports diverse and innovative approaches to addressing climate change, reconciliation and community resilience. Remote employees must reside in...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Investment Banking Associate, Mining

Investment Banking Associate, Mining

Laurentian BankMontreal, Quebec, Canada
Temps plein
At Laurentian Bank, we believe we can change banking for the better.Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employee...Voir plusDernière mise à jour : il y a 13 jours
Accounting Specialist, Investment Reporting

Accounting Specialist, Investment Reporting

Intact Financial CorporationMontréal, Quebec, Canada
Temps plein +1
Intact Investment Management Inc.IIM”) is a wholly owned subsidiary of Intact Financial Corporation.Located in Montreal, QC, IIM is a growing team of in-house investment professionals who manage ov...Voir plusDernière mise à jour : il y a 12 jours
Investment Analyst

Investment Analyst

ValnetMontreal, QC
90 000,00 $CA – 95 000,00 $CA par an
Our core business lies in acquiring highly authoritative entertainment news websites and investing our resources into growing them into leading global brands across several verticals.With over 22 w...Voir plusDernière mise à jour : il y a plus de 30 jours
investment manager - banking, credit and investment

investment manager - banking, credit and investment

FinDev CanadaMontréal, QC, CA
235 000,00 $CA – 265 000,00 $CA par an
Temps plein +1
Plan and control budget and expenditures.Hire, train, direct and motivate staff.Establish and implement policies and procedures for buying and selling of financial products.Authorize loan and credi...Voir plusDernière mise à jour : il y a 4 jours
Senior Investment Advisor

Senior Investment Advisor

NBCMontreal, Quebec
60 000,00 $CA par an
As a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise ...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Venture Capital – Senior Investment Manager

Venture Capital – Senior Investment Manager

Stonewood Group Inc.Montreal, QC, Canada
Temps plein
Our Client is a Crown corporation owned by the Government of Canada.Among their mandates, our client actively invests in and supports emerging Canadian technology firms in a wide variety of sectors...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
Investment Advisor Assistant

Investment Advisor Assistant

Manulife WealthMontreal, QC, Canada
Temps plein
Job Posting : Investment Advisor Assistant – Business Development & Training for Future Growth.Base Salary + Performance-Based Incentives. Are you a driven, entrepreneurial-minded individual looking ...Voir plusDernière mise à jour : il y a 13 jours
Investment Banking Internship - Montreal

Investment Banking Internship - Montreal

Into City PrepMontreal, QC, CA
Stage
Quick Apply
Investment Banking Intern Seeking a hardworking undergraduate or recent graduate passionate about investment banking.You may get involved with analysing markets, creating complex fin...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
SAM-MF Investment Field Consultant - Montreal

SAM-MF Investment Field Consultant - Montreal

ScotiabankMontreal, Montreal (administrative region), Canada
Temps plein
Title : SAM-MF Investment Field Consultant - Montreal.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotia Securities Inc, Mutual Funds (...Voir plusDernière mise à jour : il y a 2 jours
Senior Investment Consultant

Senior Investment Consultant

AonMontreal, Quebec, Canada
Il y a plus de 30 jours
Salaire
500 000,00 $CA par an
Description de poste

Senior Investment Consultant

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 Montreal office.

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; and
  • 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; and
  • 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; and
  • 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 be a member of our dynamic, results-driven team, which brings experience as strategic consultants, across all 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;
  • 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; and
  • A desire to contribute to the success of Aon.
  • Education

  • A bachelor's degree is required, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of 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 recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!