Senior Investment Consultant I

Company:

Marsh

Description:

We are seeking a talented individual to join Marsh People and Investments business. This role will be based in Toronto and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As a Senior Investment Consultant, you will, provide a full range of services for sponsors of defined contribution pension and savings plans (e.g. Group RRSP, DPSP, NRSP, FSA, FHSA). This role consists of working with plan sponsors to design their DC plans, select and monitor record keepers, structure investment options offered to participants, select and monitor fund managers, and oversee the continued improvement of sound plan management and plan governance.

We will count on you to:

• Demonstrate knowledge of defined contribution plans and their way of functioning, including regulatory and governance aspects
• Demonstrate knowledge in core investment strategies and support plan sponsors in selecting the appropriate investment structure and investment strategies
• Act as primary consultant for a number of mid-sized to large-size clients
• Act as a supporting consultant for a number of jumbo size clients
• Develop relationships to continue supporting the commercial success and expansion of Marsh’s services
• Peer review reports and communication pieces, adding client specific information and ensuring client suitability
• Manage client related assignments and ensure on time delivery
• Manage a variety of projects independently
• Discuss Financial wellness strategies with clients and prospects

What you need to have:

• A bachelor's degree in business, finance, economics, or other business-related areas with strong quantitative and analytical course content
• The ideal candidate should possess strong interpersonal and communication skills in order to successfully interact with clients and prospects.
• Experience in client relationship management
• A minimum of 5 years of work experience with investment reporting, Defined Contribution, or Defined Benefit plans in the capacity of plan sponsor, consultant or relationship manager with a record keeper
• Superior communication and project management skills
• Ability to manage, motivate, and mentor junior-level staff

What makes you stand out?

• Passion for delivering the best service to clients
• Ability to engage in deeper conversations beyond traditional investment topics for meaningful change around financial wellbeing and plan governance
• Be comfortable working in an environment where change is certain as the DC market is rapidly changing and evolving
• Looking for a long-term and dynamic career
• CFA charter holder or DB plan experience a plus
• Life Insurance Licensed

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.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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 the Accessibility for Ontarians with Disabilities Act, 2005, Marsh 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] 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 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.The applicable base salary range for this role is $88,200 to $132,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.This is a Replacement position.