Company: Mercer
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today.
Mercer Canada is seeking a Defined Contribution (DC) Consultant / Senior Consultant for our Montreal, Ottawa or Quebec office.
What can you expect?
In this role, you will deliver a full range of services to institutional clients who sponsor or intend to set up a group retirement savings plan as well as work in a co-consulting capacity with other senior DC consultants in the delivery of complex advice to large DC clients.
What is in it for you?
At Mercer, we’re as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits, and resources that support your wellbeing and career development.
A business which values internal mobility, collaboration, and partnership;
Employee groups to help you find a mentor connect with leaders and support you in your dealings with external businesses and associations.
The opportunity to network, share views, and learn from others by getting involved with our Business Resource Groups : PRIDE, Racial & Ethnic Diversity, and Rising Professionals Network.
The chance to make a positive difference in your local community by using your paid time off to volunteer through events organized by Mercer Cares, our community outreach and volunteerism BRG.
A huge variety of virtual learning and development resources to support your personal and professional growth.
Competitive rewards supporting your financial wellbeing, including compensation, retirement savings, and more.
Offerings geared at your overall wellness, including comprehensive medical, dental, vision, and fitness benefits, as well as life insurance and child and elder care programs.
A dynamic, collaborative and inclusive culture, where diversity is valued and where you are recognized and valued for who you are.
We will count on you to:
Act as primary consultant for a number of mid-sized to large-size clients.
Provide or, with the support of other subject matter experts, be actively involved in the delivery of advice to a wide range of institutional clients on all DC aspects, including:
Financial wellness
Plan design and benefit adequacy evaluation
Selection of record keepers, and ongoing monitoring of overall DC plan operations; review of vendor contracts
Establishment of project plans for DC plan implementations and management of timelines, deliverables, and budgets.
Design of optimal investment structures, as well as selection and ongoing monitoring of investment managers and funds
Structuring of customized portfolio solutions
Fee competitiveness assessment
Plan governance process development, implementation and on-going application
Compliance with regulatory requirements and other legal support
Preparation or review of member communication materials as needed to supplement the materials provided by record keepers
Elaboration of reports on special projects
Build strong relationships with and manage all aspects of consulting relationships for assigned DC clients.
Contribute to business development for instance through direct client/prospect approach or by responding to requests for proposal for DC services, participating in shortlist presentations and responding to requests and leads from colleagues in other lines of business.
Contribute to the expansion and ongoing maintenance of our DC intellectual capital.
What you need to have:
A bachelor's degree in business, finance, economics, or other business-related areas with strong quantitative and analytical course content.
The ideal candidate should possess strong interpersonal and communication skills in order to successfully interact with clients and prospects.
A minimum of 5 years of work experience for Consultant and 8 years for Senior Consultant with Defined Contribution plans in the capacity of plan sponsor, consultant, or relationship manager with a record keeper.
Fluent bilingualism (English and French).
Strong analytical and project management skills.
As required by financial markets regulators, group annuity plans advisor designation or enrollment to achieve the certification within your first year will be expected.
What makes you stand out:
Experience in client relationship management.
Passion for delivering the best service to clients.
Ability to engage in deeper conversations beyond traditional investment topics for meaningful change around financial wellbeing and plan governance.
Be comfortable working in an environment where change is certain as the DC market is rapidly changing and evolving.
Looking for a long-term and dynamic career.
CFA, ASA or FICA certification is considered an asset.
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