DC Investment Consultant

Marsh McLennan

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profile Job Location:

Montreal - Canada

profile Monthly Salary: Not Disclosed
Posted on: 12 hours ago
Vacancies: 1 Vacancy

Job Summary

Company:

Mercer

Description:

Mercer Canada is seeking a DC Consultant for our Montreal or Quebec City office.

As a DC Consultant you will need to help your clients anticipate issues in todays evolving DC/Pension environment come up with fresh ideas and solutions and inspire clients to act. You should expect to be challenged on a daily basis.

This is a hybrid role that requires being in the office at least 3 days a week.

We will count on you to:

  • Support your clients by using the latest innovative ideas in all aspects of DC plan
  • Contribute to business development for instance through direct client/prospect approach or by responding to requests for proposal for DC services
  • Participate in shortlist presentations and responding to requests and leads from colleagues in other lines of business.
  • Contribute to the expansion and ongoing maintenance of our DC intellectual capital
  • Selection of record keepers and ongoing monitoring of overall DC plan operations; review of vendor contracts
  • Prepare or review of member communication materials as needed to supplement the materials provided by record keepers
  • Produce analysis reports for participants in DC plan.
  • Produce research reports on investment managers mutual funds custodians and service providers.

What you need to have:

  • A bachelors degree in business finance economics or other business-related areas
  • A designation such LLQP CEBS CFA or FCIA
  • 8 years of relevant experience including at least five in a DC environment (such as at a consulting firm or a record keeper)
  • Excellent analytical skills and attention to detail.
  • Ability to manage multiple tasks simultaneously work under tight deadlines and demonstrate problem-solving skills.
  • Excellent ability to communicate and foster interpersonal relationships to effectively interact with clients and potential clients.

What makes you stand out:

  • Passion for delivering the best service to clients.
  • A general understanding of the industry sector trends in the pension scheme market the investment market and investment managers.
  • Looking for a long-term and dynamic career.

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.

Mercer a business of Marsh McLennan (NYSE: MMC) is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.

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 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 individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

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.


Required Experience:

Contract

Company:MercerDescription:Mercer Canada is seeking a DC Consultant for our Montreal or Quebec City office.As a DC Consultant you will need to help your clients anticipate issues in todays evolving DC/Pension environment come up with fresh ideas and solutions and inspire clients to act. You should e...
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Key Skills

  • Sales Experience
  • Trusts
  • Financial Services
  • Investment Experience
  • Military Experience
  • Banking
  • Securities Law
  • Relationship Management
  • Customer relationship management
  • RMF
  • Financial Planning
  • Wills