Senior Client Investment Consultant Role Montreal (Canada)

Senior Client Investment Consultant Role Montreal (Canada)

07 Aug
|
Willis Towers Watson
|
Canada

07 Aug

Willis Towers Watson

Canada

Elevate your career as a Senior Director in Client Service, providing expert advice to institutional investors. Lead consulting engagements and manage client relationships with excellence.
In this pivotal role, you will direct consulting efforts for Defined Advantage and Contribution plans, as well as Endowment & Foundations. With over 15 years of progressive investment experience, your responsibilities include strategic asset allocation, manager selection, and performance evaluation. You will closely collaborate with clients, fund managers, and senior consultants while focusing on intellectual capital development.
Key Responsibilities:
• Lead investment consulting engagements for diverse client types
• Support investment and pension committees with tailored solutions




• Build trusted relationships as a superior advisor
• Partner with teams for effective project execution
• Provide mentorship to junior associates in skill development
Requirements:
• Undergraduate degree, CFA or MBA preferred
• 15+ years in client-service focused investment roles
• Proven project management skills
• Bilingual in French and English
• Willingness to travel moderately
Bring your extensive expertise and strategic insight to drive excellence in client investments and relationships.
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📌 Senior Client Investment Consultant Role Montreal (Canada)
🏢 Willis Towers Watson
📍 Canada

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