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
Promoted
Brooks International
Canada

Through the direct and intentional application of management principles, Consultants are responsible for delivering the transformational requirements within their area by directly intervening, role-modeling, coaching and influencing alongside client management, driving success and optimized performa...

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...

Promoted
Environmental Resources Management (ERM)
Canada

Structure and guide work processes to design, implement and improve enterprise-wide management systems, programs, policies, standards, with support from ERM subject matter experts, with a focus on the mining/minerals supply chain. Develop a deep understanding of Responsible Mining Standards and asso...

Promoted
Collage HR
Canada
Remote

Develop and implement customized information security strategies, frameworks, and roadmaps based on clients' unique requirements and industry best practices, while ensuring deliverables are of the highest quality and delivered within agreed-upon timelines. Provide guidance on incident response and r...

BMO
Canada, Canada

This role is responsible for business performance management, supporting business strategy planning, reporting, and other portfolio, and financial management activities. Supports planning and financial activities including strategy and roadmap planning, demand to capacity analysis, and annual/quarte...

Deloitte
Vancouver, British Columbia

As an experienced Senior Consultant / Manager you work in a collaborative team environment to analyze issues and address client challenges related to liquidity risk and capital management, Interest Rate Risk (IRR), LCR, NSFR reporting, Regulatory Capital and ICAAP Management, Treasury Operations, As...

Deloitte
Vancouver, British Columbia

As an experienced Senior Consultant / Manager you work in a collaborative team environment to analyze issues and address client challenges related to liquidity risk and capital management, Interest Rate Risk (IRR), LCR, NSFR reporting, Regulatory Capital and ICAAP Management, Treasury Operations, As...

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...

Intact Financial Corporation
Vancouver, British Columbia

Reporting to the Director Financial Operations and Agile, the Manager Vendor and Asset Management is responsible for the daily and long-term management activities for Vendor and software management within the IT Infrastructure. Develop and design dashboards and reports targeted to specific audience,...

Spade Recruiting
Vancouver, British Columbia

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 ...