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Investment consultant Jobs in Laval, QC

Last updated: 7 days ago
Senior Investment Consultant

Senior Investment Consultant

AonMontreal, Quebec, Canada
CA$500,000.00 yearly
Show moreLast updated: 30+ days ago
Senior DC Investment Consultant

Senior DC Investment Consultant

CA007 Mercer (Canada) LimitedPlace Ville Marie,Montreal
Full-time
Show moreLast updated: 30+ days ago
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

RBC - Royal BankTerrebonne, QC
CA$49,000.00–CA$66,900.00 yearly
Show moreLast updated: 30+ days ago
Investment Analyst

Investment Analyst

Synex Assurance InvessaLaval, QC, CA
Permanent
Show moreLast updated: 7 days ago
Investment Associate

Investment Associate

Royal Bank of Canada>MONTRÉAL, Canada
Show moreLast updated: 9 days ago
Investment Operations Assistant

Investment Operations Assistant

Transgate Global CareersMontreal, QC, Canada
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Investment Accountant

Investment Accountant

Fed Finance CanadaMontréal, Quebec, Canada
Permanent
Show moreLast updated: 17 days ago
  • Promoted
Senior Tax Analyst - Investment Industry

Senior Tax Analyst - Investment Industry

Randstad CanadaMontreal, Quebec, CA
Temporary
Quick Apply
Show moreLast updated: 30+ days ago
Investment Analyst

Investment Analyst

J.W. McConnell FoundationMontréal, QC, CA
CA$73,800.00 yearly
Permanent
Show moreLast updated: 30+ days ago
Bilingual Investment Representative

Bilingual Investment Representative

Aviso WealthMontreal, Quebec, Canada
CA$64,000.00–CA$79,000.00 yearly
Show moreLast updated: 30+ days ago
Analyst, Investment Finance and Administration

Analyst, Investment Finance and Administration

Fiera CapitalMontreal, QC, CA
Permanent
Show moreLast updated: 30+ days ago
Investment Banking Analyst / Associate

Investment Banking Analyst / Associate

The Toronto-Dominion Bank (Canada)Montréal, Québec
Full-time
Show moreLast updated: 30+ days ago
Investment Associate - Nesbitt Burns

Investment Associate - Nesbitt Burns

BMOMONTREAL, QC, CAN
CA$41,600.00–CA$77,000.00 yearly
Full-time +1
Show moreLast updated: 16 days ago
Investment Analyst

Investment Analyst

ValnetMontreal, QC
CA$90,000.00–CA$95,000.00 yearly
Show moreLast updated: 30+ days ago
Senior Investment Advisor

Senior Investment Advisor

NBCMontreal, Quebec
CA$60,000.00 yearly
Show moreLast updated: 30+ days ago
  • Promoted
Investment Advisor (On-Site)

Investment Advisor (On-Site)

National BankMontreal, Quebec, Canada
CA$57,000.00 yearly
Full-time +2
Show moreLast updated: 24 days ago
Analyst, Quantitative Investment Strategies (Hybrid)

Analyst, Quantitative Investment Strategies (Hybrid)

Morgan StanleyMontreal, Quebec, Canada
CA$100,000.00–CA$200,000.00 yearly
Show moreLast updated: 30+ days ago
Analyst, Investment Accounting and Financial Reporting

Analyst, Investment Accounting and Financial Reporting

PSP InvestmentsMontreal
CA$90,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
Investment Banking Internship - Montreal

Investment Banking Internship - Montreal

Into City PrepMontreal, QC, CA
Quick Apply
Show moreLast updated: 30+ days ago
Accounting Specialist, Investment Reporting

Accounting Specialist, Investment Reporting

Intact Financial CorporationBourassa, Robert,Montréal
CA$105,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
Senior Investment Consultant

Senior Investment Consultant

AonMontreal, Quebec, Canada
30+ days ago
Salary
CA$500,000.00 yearly
Job description

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!