Senior DB Investment Consultant
Senior DB Investment Consultant
Posted on :
02-06-2025
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1 Vacancy
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Job Description
Company:
MercerDescription:
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 Mercers 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 bachelors 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.
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
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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