Associate Partner, Investment Consulting

Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon!

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

Reporting directly to the National Practice Leader, we will help you grow professionally as a subject matter expert.

You will collaborate with regional leaders while being supported by associates and analysts in the team. We expect you to provide guidance and leadership to junior colleagues as well.

We also consider you an Aon Ambassador to our clients and hope you can build, nurture, and develop client relationships through effective value proposition and service delivery.

• Responsible for all aspects of projects in the Investment Consulting practice 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. Designs, coordinates, prepares, and delivers analytical evaluations of advisory services.
• Identifies and develops client account opportunities, expanding the scope of existing projects and relationships.
• Responsible for relationships with increasingly demanding clients, providing proactive and innovative support. Demonstrates sound judgment and ensures appropriate follow-up with company employees, investment managers, directors, and clients. Demonstrates initiative and responsibility in client and research work.
• Uses internal resources effectively to handle multiple client-related projects.
• Mentors team on specific client types (foundations and endowments) or unique investment issues [e.g. ESG, transition management, customized target-date funds, endowment spending model].
• Demonstrates a clear understanding of, and ability to articulate, the value proposition of all Canadian investment consulting services.
• Leads ad hoc projects for the Canadian Investment Consulting senior management team and local executives.

How this opportunity is different

Our team leads the execution and delivery of investment consulting material and advice to our largest institutional clients. And we take a step further - we also drive marketing activities intended to develop new investment consulting relationships.

Skills and experience that will lead to success

Education :

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!