Search jobs > Vancouver, BC > Financial consultant

Consultant - Broking and Financial Management

Aon
Vancouver, British Columbia, Canada
$25K a year (estimated)
Full-time

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Health Solutions business group within Aon.

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

  • Technical and / or content review regarding
  • Analysis review and negotiation of annual renewals
  • Analysis and cost projections review following carrier marketings
  • Experience monitoring, including analysis of claim costs, trends and client relevant KPIs
  • Cost analysis with regards to plan modifications
  • Support ad-hoc financial requests, working with carriers and other business units to support client facing colleagues
  • Preparation and / or review of client ready material
  • Provide technical expertise to client teams and analysts in respect to the work being completed
  • Participate in the elaboration of client communication material following renewals, marketings, new plan implementations, redesigns or for union meeting purposes, with regards to the financials
  • Provide advanced analysis, insights and recommendations to client teams and other team members
  • Attend client meetings in support of the client teams as required
  • Coordinate projects with analysts, other business units and carriers
  • Increase efficiency by helping improve standardized processes and add value to client deliverables
  • Build strong working relationships with colleagues, clients, client teams and carriers
  • Act as a role model, ensuring adherence to internal tools, quality, technical, professional and ethical standards
  • Maintain an up-to-date knowledge of the group benefits industry, systems, products, trends and emerging technology, to support a thorough understanding of how this relates to increasing value to clients
  • Participate in team projects and activities which drive innovation, improved client value and business results

How this opportunity is different

As a Consultant in our Broking and Financial Management team, you will be supporting client teams in the servicing of clients with respect to the financial management of their benefit programs.

Working with a team of analysts and senior team leaders you will be involved with a variety of client deliverables including but not limited to annual renewals, carrier marketings, experience reporting and analysis, budget preparation, review of financial statements, union negotiations, pricing and plan redesigns.

Skills and experience that will lead to success

  • 4- 8 years in group benefits experience in consulting or underwriting environment is required;
  • Must have and maintain a valid group insurance license multi-jurisdictional is an asset;
  • Good communication skills English and French is an asset;
  • Demonstrated problem-solving and analytical skills in developing solutions for complex client / business issues;
  • Proven organization skills and the ability to effectively coordinate the delivery of projects and advisory services;
  • Demonstrated ability to lead projects and client team members;
  • Strong technical expertise and the proven ability to remain current with respect to industry trends, provincial and federal legislative policies and changes;
  • Excellent interpersonal, communication and presentation skills, both verbally and written;
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision;
  • Meticulous attention to detail, refined organizational skills and the ability to multi-task;
  • Proven ability to prioritize competing requirements and deadlines under pressure;
  • Must have strong computer skills and be proficient with the Microsoft Office Package.
  • University or College graduate in Financial Services, Mathematics, Actuarial science, or related discipline, or equivalent years of industry experience
  • Completed Certified Employee Benefit Specialist (CEBS) would be an asset

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!
  • 30+ days ago
Related jobs
Aon
Vancouver, British Columbia

As a Consultant in our Broking and Financial Management team, you will be supporting client teams in the servicing of clients with respect to the financial management of their benefit programs. Working with a team of analysts and senior team leaders you will be involved with a variety of client deli...

Oracle
Canada

Responsible for leading all phases of the Oracle NetSuite EPM (Financial Consolidation and Close, Narrative Reporting, Tax Reporting Cloud, Profitability and Cost Management and FreeForm) implementations including business alignment workshops, designing and configuring the system as per leading prac...

Vancity
Vancouver, British Columbia

Establishing and monitoring key revenue (where applicable) and expense drivers on an ongoing basis and provide forecasting, planning, and analytical support through the development of the aggregate financial plan. Planning and coordination skills to develop operating plans, processes, methods and st...

CC&L Financial Group
Vancouver, British Columbia

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, providing a diverse range of traditional and alternative investment products and soluti...

Deloitte
, Canada

This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our. We help clients in non-financial service in...

S.i. Systems
Vancouver, British Columbia
Remote

The consultant will support change projects as the sole change management consultant or in partnership with another change management consultant. Intermediate, Bilingual (En/FR) Change Management Professional (5+ years) to support change projects and create change adoption plans for agile initiative...

Fraser Health
Surrey, British Columbia

The Senior Consultant, Knowledge Management & Business Systems provides senior consulting to Fraser Health executive within an assigned portfolio in the areas of knowledge management, decision support and in corporate business areas which may include the development and implementation of application...

S.i. Systems
Vancouver, British Columbia

Intermediate Financial Analyst to performs financial accounting and complex financial analysis and provides expert financial advice to management to support business planning, financial planning, operations, and strategic decision making. Develop and draft the financial component of project proposal...

MD Financial Management
Surrey, British Columbia

Complete financial planning, with Senior Financial Consultant oversight, in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting. Guided by our purpose: "for e...

Spade Recruiting
British Columbia, Canada
Remote

As workers nationwide know that their benefits through their jobs greatly reduce or completely expire when they leave or retire from their jobs, our focus is to educate the working-class individuals that request our benefits through their local unions and organizations and service them with a clear ...