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Investment consultant Jobs in Montreal-Ouest, QC

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Investment consultant • montreal ouest qc

Last updated: 9 hours ago

Senior DB Investment Consultant

Marsh McLennan CompaniesPlace Ville Marie,Montreal
Full-time

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 wee... Show more

Consultant WMS / WMS Consultant

LIDD Consultants Inc.Montreal, QC, CA
Full-time
Quick Apply

Nous offrons nos services partout en Amérique du Nord ainsi qu’en Asie.Nous concevons de grands centres de distributions et des systèmes logistiques complexes afin d’aider nos clients à faire circu... Show more

Advisory Consultant

HatchMontreal, QC, CA
Full-time

Join a company that is passionately committed to the pursuit of a better world through positive change.With more than 65 years of business and technical expertise in .With practical solutions that ... Show more

Market Data Support Analyst (Senior) - Investment Banking Environment

CGIMontréal, Québec, Canada
Full-time
Quick Apply

Market Data Support Analyst (Senior) – Investment Banking Environment.The Senior Market Data Support Analyst is responsible for the operational support, administration, governance, and optimization... Show more

Investment Associate

Royal Bank of Canada>BROSSARD, Canada
Full-time

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele.You w... Show more

Canada Alternatives Investment Leader

CA008 Mercer Global Investments Canada LimitedPlace Ville Marie,Montreal
CA$140,600.00 yearly
Full-time

We are seeking a talented individual to join our Alternatives team at Mercer.This role will be based in one of our Canada offices, with a preference for Toronto or Montreal.This is a hybrid role th... Show more

Investment Consultant

LifeWorksMontreal, Quebec, Canada
Full-time

TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ... Show more

Advisor, Investment and financing

DesjardinsCaisse Desjardins de l'Anse de La Pocatière
Full-time

The work mode arrangement for the position is full-time on site.Several opportunities are currently available in the Bas-St-Laurent region.As an investment and financing advisor, you will be attent... Show more

Financial Advisor, Investment & Retirement Planning - Montreal West

ScotiabankMontreal, QC, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a mem... Show more

Investment Counsellor, Private Wealth

Fiera Capital CorporationMontreal
Full-time

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard.Our approach to employee experience is tailored to your needs and ambitions:.Your Inclusive ... Show more

Senior Business Analyst, Investment Systems

Intact Financial CorporationMontréal, Quebec, CAN
CA$94,200.00 yearly
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more

controller - Accounting and Investment analysis - Hybrid Montreal

Randstad CanadaMontréal, Quebec, CA
CA$100,000.00–CA$135,000.00 yearly
Permanent
Quick Apply

Job Title: controller - Accounting and Investment analysis.Location: Downtown Montreal, Hybrid.Salary: Between $100,000 and $135,000.Rare opportunity for a candidate with an accounting background t... Show more

Business Consultant – Trading & Investment Operations (Contract)

International Financial GroupMontreal, Quebec
Temporary

Our client, a large enterprise organization, is seeking an Intermediate Business Consultant for a 12-month contract opportunity (strong potential for extension).This is a high-impact transformation... Show more

Investment Associate

Valnet Inc.Montreal, QC, CA
Full-time
Quick Apply

Investment Associate Location: Montreal, Full-Time In-Office Valnet is seeking a highly analytical and driven Investment Analyst to help run the acquisition lifecycle and to manage our internal inv... Show more

Bilingual Investment Representative

Aviso WealthMontreal, QC, CA
CA$68,000.00 yearly
Full-time
Quick Apply

At Aviso, we are dedicated to improving the financial well-being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, a... Show more

Manager, Investment and Retirement Planning

0000050007 Royal Bank of CanadaMONTRÉAL, Quebec, Canada
Full-time

This position will lead and manage a team ofhighperforming, highly motivated Financial Planners, Investment and Retirement Planning within the market.The Manager,FPIRPwillbe responsible forachievin... Show more

Investment Advisor

Royal Bank of CanadaMONTRÉAL, Quebec, Canada
Full-time

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 ... Show more

Manager Client Services II - Investment Management

The Toronto-Dominion Bank (Canada)Montréal, Québec
Full-time

La Gestion de patrimoine privé – Conseil en placement privé offre à une clientèle à valeur nette élevée une approche globale de découverte et de planification menant à des conseils et à des solutio... Show more

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Associate, Investment Banking - Montreal

ScotiabankMontreal, QC, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Investment Banking – Montreal, QC.Scotiabank is among the largest banks in the world and the mo... Show more

*Investment Service Representative

Recrute ActionMontréal, QC, ca
CA$60,000.00 yearly
Full-time +1

Investment Service Representative.Key role in financial services focused on partner support, request resolution, and process optimization within a dynamic hybrid environment in Montreal.You will co... Show more

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Senior DB Investment Consultant

Senior DB Investment Consultant

Marsh McLennan CompaniesPlace Ville Marie,Montreal
30+ days ago
Job type
  • Full-time
Job description

Description:

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.
  • Good knowledge of the institutional investment industry and financial markets.
  • Excellent communication and presentation skills in French and English, as the position requires regular interaction with clients outside of Quebec, as well as collaboration with other members of the Mercer team outside of Canada.

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 is a business of Marsh (NYSE: MRSH), 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 about Mercer, visit mercer.com, or follow us on LinkedIn and X.Marsh 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 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 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.