Investment Consultant for Institutional Clients (Montreal)

Investment Consultant for Institutional Clients (Montreal)

23 Sep
|
Marsh
|
Montreal

23 Sep

Marsh

Montreal

Elevate your career with Marsh in Montreal as an Investment Consultant. Deliver tailored investment strategies and support institutional clients with their defined benefit needs. This hybrid position involves managing client relationships and collaborating with senior consultants.

You will refine your expertise over five to ten years of working in investment, enhancing clients' financial strategies while facilitating their risk assessment. This role fosters qualified growth and encourages effective communication. Key Responsibilities:

- Support senior consultants on major client accounts
- Lead client meetings and deliver tailored financial advice
- Contribute to investment discussions around governance
- Help clients incorporate ESG factors in investments
- Mentor and guide junior team members on operational tasks Requirements:
- Degree in business, finance, economics, or a related area
- 5-10 years of consulting experience in defined benefits
- Bilingual proficiency in English and French
- Strong organizational and project management skills
- CFA or FICA certification considered an asset Join Marsh and apply your consulting expertise to foster lasting client relationships.

📌 Investment Consultant for Institutional Clients (Montreal)
🏢 Marsh
📍 Montreal

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