Senior Institutional Investment Consultant

Marsh McLennan•Toronto, ON

16h•Hybrid

About The Position

We are seeking a talented individual to join our Investment Consulting team at Mercer. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Institutional Investment Consultant, you will deliver a full range of services to institutional clients. You will be part of a team that accomplishes outstanding and innovative work, enhancing financial security and employment relationships for the global workforce.

Requirements

A bachelor’s degree in business, finance, economics, or a related field with strong quantitative and analytical coursework.
A minimum of 10 years of experience with institutional clients as a consultant or relationship manager.
Good knowledge of the institutional investment industry and financial markets.

Nice To Haves

A passion for delivering exceptional client service and engaging in meaningful conversations about financial wellbeing and plan governance.
Comfort in a rapidly changing environment, with a desire for a long-term and dynamic career.
CFA or FICA certification is considered an asset.

Responsibilities

Act as the primary investment consultant for mid-sized to large clients, leading efforts to design and manage defined benefit plans.
Demonstrate expertise working with institutional clients regarding their investments, including regulatory and governance aspects, while actively participating in client meetings.
Discuss financial wellness strategies and support companies in integrating ESG factors into their policies.
Develop and maintain relationships to expand Mercer’s services and ensure client satisfaction.
Manage and mentor junior-level staff, ensuring operational excellence and timely delivery of client assignments.