Senior DB Investment Consultant
Mercer
Date: 10 hours ago
City: Montreal, Quebec
Contract type: 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 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:
Marsh McLennan 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 McLennan 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 [email protected]
Marsh McLennan 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 McLennan 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.
R_306186
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.
- 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.
- Superior communication skills in both English and French, along with strong project management abilities.
- Good knowledge of the institutional investment industry and financial markets.
- In accordance with Bill 96, candidates must demonstrate proficiency in both English and French, as this role requires effective communication with our bilingual clientele.
- 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.
- 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
Marsh McLennan 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 McLennan 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 [email protected]
Marsh McLennan 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 McLennan 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.
R_306186
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