Investment Consultant

Aon
Toronto
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 7+ yearsEducation: bachelorsSkills: ["Client relationship management","Analytical decision-making","Problem-solving","Communication","Mentoring"]

Deliver strategic investment advice and sophisticated consulting solutions to Canadian institutional clients across DB/DC pension and benefit plans, insurance funds, and trust/endowment mandates. Support OCIO and advisory engagements using risk-management analytics such as ALM, stress testing, liquidity and scenario analysis. Partner with Account Executives/lead consultants, raise the practice’s profile, and mentor junior colleagues while contributing to go-to-market strategy.

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Aon
Aon
21 hours ago

Investment Consultant

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Last checked: 18 hours agoStatus: Live

Job Summary

Deliver strategic investment advice and sophisticated consulting solutions to Canadian institutional clients across DB/DC pension and benefit plans, insurance funds, and trust/endowment mandates. Support OCIO and advisory engagements using risk-management analytics such as ALM, stress testing, liquidity and scenario analysis. Partner with Account Executives/lead consultants, raise the practice’s profile, and mentor junior colleagues while contributing to go-to-market strategy.
Location: Toronto
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Provide strategic investment advice and consulting solutions to institutional clients across a broad range of mandates.
  • •Deliver investment risk management support, including ALM, stress testing, liquidity analysis, and scenario analysis.
  • •Proactively anticipate client needs and develop solutions in partnership with Account Executives/lead consultants.
  • •Prepare and deliver effective client/prospect presentations as part of a team or individually.
  • •Identify gaps in client needs versus existing services, propose service enhancements, and mentor junior colleagues.
Travel: Low travel

Key Requirements

  • •More than 7 years working in a financial/investment consulting environment.
  • •Thorough understanding of institutional investment and investment processes, including Canadian pension fund market knowledge.
  • •Proven client relationship management skills and ability to support a book of business with C-suite and investment committee stakeholders.
  • •Strong analytical decision-making and problem-solving skills to develop solutions for client/business issues.
  • •A bachelor’s degree (preferably Finance, Actuarial Science, or Commerce) or equivalent experience; CFA or FSA/FCIA or an MBA is preferred.
Experience:7+ yearsFinancial servicesInvestment consultingInstitutional investingPension plans
Education:Bachelor's in Finance, Actuarial Science or Commerce
Skills:Client relationship managementAnalytical decision-makingProblem-solvingCommunicationMentoring
Certifications:MBACFAFSA/FCIA
Languages:EnglishFrench
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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