Senior Investment Consultant

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Would you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this could be the role for you!

This is a hybrid role with the flexibility to work both virtually and from one of our multiple Canadian office locations.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.

• Providing consulting support services and technical support on a range of advisory and OCIO Investment clients and accounts; including pension and benefit plans (DB and DC), insurance funds, trust and endowment funds, and other special purpose funds;
• Anticipating client issues, needs or concerns and proactively developing solutions to meet those needs in partnership with the Account Executive/lead Consultants; and
• Reviewing client accounts and relationships and recommending ways to improve the value Aon brings to the client, based on a deep understanding of the client's business and insight into industry and investment trends.
• Raising the profile of Aon;
• Contributing to the development of the go to market strategy for the Investment Consulting Practice;
• Assisting in preparing and giving effective presentations to clients or prospects, as part of a team or individually; and
• Identifying gaps between client needs and existing Aon Investment Consulting services; proposing and developing service enhancements, adding to Aon's product/service portfolio and intellectual capital.
• Working with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) on institutional investment funds across Canada; and
• Providing guidance, mentoring and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.

Reporting directly to the Practice Leader, you will participate in activities to develop new and existing investment consulting relationships. You will support various investment consulting projects including designing, coordinating, preparing and delivering analytical consulting assessments. You will join our dynamic team, known for their experience as strategic consultants in various asset classes.

• 7+ years of experience in financial / investment consulting environment;
• Thorough understanding of institutional investment and investment industry insight and processes. Ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;
• Understanding of investment concepts and the financial markets;
• Knowledge of the Canadian pension fund market;
• Proven client relationship management skills; ability to support a book of business;
• Establish yourself as a trusted advisor;
• Demonstrate strong client-facing skills with the ability to clearly articulate ideas and information and to respond promptly and effectively to all inquiries;
• Manage an extensive portfolio of diverse Institutional clients, including interaction with C-suite level personnel and investment committees in these client groups;
• Demonstrated problem-solving, analytical decision-making, and developing solutions for clients/business issues;
• Entrepreneurial and creative spirit by…