Montreal, Quebec, Canada
45 days ago
Senior DC Investment Consultant

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit www.mercer.com for more information and follow us on LinkedIn and Twitter @Mercer

Mercer Canada is seeking a Senior Defined Contribution Retirement Consultant for our Montreal office.

What can you expect?

As a Consultant in our DC Retirement team, you will deliver a full range of services to institutional clients who sponsor or intend to set up a group retirement savings plan.

Are you looking to join a team that accomplishes outstanding and innovative work? Mercer is the global leader for trusted HR and related financial advice, products, and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity, and employment relationships of the global workforce.Mercer provides opportunities for its employees to personalize their roles and careers within the Company. We encourage the sharing of intellectual capital in a spirit of partnership. You can expect to be challenged and to be rewarded for your achievements.Take part in interesting and challenging projects across a wide array of different clientsWork within a growing Wealth team that collaborates seamlessly between retirement and investment advice and solutionsThis 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.The Consultant in this role is expected to lead efforts to market and expand Mercer’s defined contribution relationships and commercial success with clients and prospects beyond investment consulting to include plan strategy support including consulting on financial wellness, retirement readiness and building robust governance practices.The Consultant will be expected to lead and develop a number of mid-sized to large sized clients as the primary consultant. Mercer’s DC Retirement consulting team uses a full suite of proprietary tools in the delivery of these services.The Consultant also manages and develops analysts on internal client teams to ensure operational excellence and efficiency, and participates in promoting Mercer services and solutions to existing clients.

What is in it for you?

Mercer Canada offers competitive benefits and a thriving culture to allow you to shine at work:

At Mercer, we’re as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits and resources that support your wellbeing and career development.A business which values internal mobility, collaboration and partnership;Employee groups to help you find a mentor connect with leaders and support you in your dealings with external businesses and associations.The opportunity to network, share views, and learn from others by getting involved with our Business Resource Groups: PRIDE, Racial & Ethnic Diversity, Women@Mercer and Rising Professionals Network.The chance to make a positive difference in your local community by using your paid time off to volunteer through events organized by Mercer Cares, our community outreach and volunteerism BRG.A huge variety of virtual learning and development resources to support your personal and professional growth.Competitive rewards supporting your financial wellbeing, including compensation, retirement savings, and more.Offerings geared at your overall wellness, including comprehensive medical, dental, vision, and fitness benefits, as well as life insurance and child and elder care programs.A dynamic, collaborative and inclusive culture, where diversity is valued and where you are recognized and valued for who you are.

We will count on you to:

Act as primary consultant for a number of mid-sized to large-size clientsDemonstrate knowledge of defined contribution plans and their way of functioning, including regulatory and governance aspectsActively participate to pension committee meetings and other client meetings cycle from the preparation to the presentation of our reports, findings and recommendationsDiscuss financial wellness strategies with clients and prospectsSupport and advise companies in integrating ESG factors into their policiesDemonstrate knowledge in core investment strategies and support plan sponsors in selecting the appropriate investment structure and investment strategiesDevelop relationships to continue supporting the commercial success and expansion of Mercer’s servicesPeer review reports, adding client specific information and ensuring client suitabilityManage client related assignments and ensure on time deliveryManage a variety of projects independentlyManage and mentor junior-level staff

What you need to have: 

A bachelor's degree in business, finance, economics, or other business-related areas with strong quantitative and analytical course contentThe ideal candidate should possess strong interpersonal and communication skills in order to successfully interact with clients and prospectsExperience in client relationship managementA minimum of 10 years of work experience with Defined Contribution plans in the capacity of plan sponsor, consultant or relationship manager with a record keeperSuperior communication (English and French) and project management skillsGood knowledge of the institutional investment industry, understanding of investment concepts and the financial marketsAs required by financial markets regulators, group annuity plans advisor designation or enrollment to achieve the certification within your first year will be expected

What makes you stand out:

Passion for delivering the best service to clientsAbility to engage in deeper conversations beyond traditional investment topics for meaningful change around financial wellbeing and plan governanceBe comfortable working in an environment where change is certain as the DC market is rapidly changing and evolvingLooking for a long-term and dynamic careerCFA or FICA certification is considered an asset

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.

Marsh McLennan s'engage à adopter un environnement de travail diversifié, inclusif et flexible. Nous visons à attirer et à fidéliser les meilleurs talents et à embrasser la diversité de leur âge, de leur origine, de leur handicap, de leurs obligations familiales, de leur identité sexuelle et expression de l’identité sexuelle, de leur état matrimonial, de leur nationalité, de leur statut parental, de leur statut personnel ou social, de leur affiliation politique, de leur race, de leur religion et croyances, de leur sexe/genre, de leur orientation ou expression sexuelle, de leur couleur de peau ou de toute autre caractéristique protégée par la loi applicable.

Conformément à la législation applicable, Marsh McLennan fournira un aménagement raisonnable aux employés et aux employés potentiels jusqu'au point de préjudice injustifié sur demande et tel que requis en ce qui concerne les restrictions et limitations particulières de l'individu. Si vous avez besoin d'un aménagement spécifique en raison d'un handicap ou d'un besoin médical, veuillez contacter reasonableaccommodations@mmc.com

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.

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