Marsh McLennan

Investment Consultant

Marsh McLennan • $90K — $110K *
Ville-marie, QC J9V 1A1In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, economics, or related field with strong quantitative coursework
  • 5-10 years of experience with defined benefit plans as a consultant or relationship manager
  • 5-10 years of investment experience in defined benefit plans or as an investment manager
  • Fluency in English and French, as client interactions require bilingual communication
  • Strong project management and organizational skills
  • Good knowledge of the institutional investment industry and financial markets

Responsibilities

  • Support senior investment consultants on client accounts and progressively take on greater responsibilities
  • Serve as the primary consultant for small and medium-sized clients, managing relationships and leading meetings
  • Demonstrate expertise in investment strategies and engage in client discussions
  • Assist organizations in incorporating environmental, social, and governance (ESG) factors into investment practices
  • Develop and maintain strong client relationships to enhance satisfaction and identify service expansion opportunities
  • Manage and mentor junior team members while ensuring timely delivery of client work

Benefits

  • Professional growth through development opportunities
  • A vibrant and inclusive culture with collaborative colleagues
  • Global career opportunities, benefits, and rewards supporting well-being
  • Flexible hybrid work model, requiring at least three in-office days per week
Full Job Description
We are seeking a talented professional to join Marsh's Investment team. This role will be based in Montreal and follows a hybrid work model, with a requirement to work in the office at least three days per week.

As an Investment Consultant, you will provide a comprehensive range of services to institutional clients, including defined benefit pension plans, endowments, and foundations. You will be part of a team that delivers innovative, high-quality solutions designed to help clients make the best risk-adjusted return decisions, while taking into account their liabilities and spending commitments.

What You Will Do
  • Support senior investment consultants on mid-sized and large client accounts, actively participate in client meetings, and progressively take on greater responsibilities.
  • Serve as the primary consultant for small and medium-sized clients by delivering services, identifying issues and opportunities for improvement, making recommendations, managing client relationships, and leading client meetings.
  • Demonstrate expertise in investment strategies, defined benefit plans, and related regulatory and governance considerations, and actively contribute to client discussions.
  • Support organizations in integrating environmental, social, and governance (ESG) factors into their policies and investment practices.
  • Develop and maintain strong client relationships, identify opportunities to expand Marsh's services, and contribute to overall client satisfaction.
  • Manage and mentor junior team members while ensuring operational excellence and the timely delivery of client work.


What You Need to Have
  • A bachelor's degree in business, finance, economics, or a related field, with strong quantitative and analytical coursework.
  • Five to ten years of experience working with defined benefit plans as a consultant or relationship manager.
  • Five to ten years of investment experience, with defined benefit plan experience as a consultant, relationship manager or investment manager.
  • Strong communication skills in both English and French, as this role requires regular interaction with clients and colleagues outside Quebec.
  • Strong project management and organizational skills.
  • Good knowledge of the institutional investment industry and financial markets.


What Will Make You Stand Out
  • A passion for delivering exceptional client service and engaging in meaningful discussions about financial well-being and plan governance.
  • The ability to thrive in a rapidly changing environment and an interest in building a long-term, dynamic career.
  • CFA or FICA certification is considered an asset.


Why Join Our Team?
  • We support your professional growth through development opportunities, engaging work, and supportive leadership.
  • We foster a vibrant and inclusive culture where talented colleagues collaborate to create innovative solutions and make a meaningful impact on our people, clients, and communities.
  • Our global scale provides a wide range of career opportunities, benefits, and rewards designed to support your overall well-being.


Marsh 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.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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