Job Description

Company: MercerDescription:At Mercer, we foster a company culture that allows you to truly be yourself at work. When you join Mercer, you bring your inclusive energy and enthusiasm to a team that values you both personally and professionally regardless of who you are, how you look, where you were born or raised, who you love, or your religious beliefs. Here, the door is wide open for you.Mercer Canada is seeking a Defined Contribution Retirement Consultant for our Montreal.What can you expect?As a Consultant in our DC Retirement team, you will deliver a full range of services to institutional clients who sponsor or intend to set up a group retirement savings plan.

• Are you looking to join a team that accomplishes outstanding and innovative work? Mercer is the global leader for trusted HR and related financial advice, products, and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity, and employment relationships of the global workforce.
• Mercer provides opportunities for its employees to personalize their roles and careers within the Company. We encourage the sharing of intellectual capital in a spirit of partnership. You can expect to be challenged and to be rewarded for your achievements.
• Take part in interesting and challenging projects across a wide array of different clients
• Work within a growing Wealth team that collaborates seamlessly between retirement and investment advice and solutions
• This role consists of working with plan sponsors to design their DC plans, select and monitor record keepers, structure investment options offered to participants, select and monitor fund managers, and oversee the continued improvement of sound plan management and plan governance.
• The Consultant in this role is expected to lead efforts to market and expand Mercers defined contribution relationships and commercial success with clients and prospects beyond investment consulting to include plan strategy support including consulting on financial wellness, retirement readiness and building robust governance practices.
• The Consultant will be expected to lead and develop a number of mid-sized to large sized clients as the primary consultant. Mercers DC Retirement consulting team uses a full suite of proprietary tools in the delivery of these services.
• The Consultant also manages and develops analysts on internal client teams to ensure operational excellence and efficiency, and participates in promoting Mercer services and solutions to existing clients.

What is in it for you?Mercer Canada offers competitive benefits and a thriving culture to allow you to shine at work:

• At Mercer, were 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

: PRIDE, Racial & Ethnic Diversity, Women@Mercer 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
• Demonstrate knowledge of defined contribution plans and their way of functioning, including regulatory and governance aspects
• Actively participate to pension committee meetings and other client meetings cycle from the preparation to the presentation of our reports, findings and recommendations
• Discuss financial wellness strategies with clients and prospects
• Support and advise companies in integrating ESG factors into their policies
• Demonstrate knowledge in core investment strategies and support plan sponsors in selecting the appropriate investment structure and investment strategies
• Develop relationships to continue supporting the commercial success and expansion of Mercers services
• Peer review reports, adding client specific information and ensuring client suitability
• Manage client related assignments and ensure on time delivery
• Manage a variety of projects independently
• Manage and mentor junior-level staff

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
• Experience in client relationship management
• A minimum of 5 years of work experience with Defined Contribution plans in the capacity of plan sponsor, consultant or relationship manager with a record keeper
• Superior communication (English and French) and project management skills
• Good knowledge of the institutional investment industry, understanding of investment concepts and the financial markets
• 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:

• 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 or FICA certification is considered an asset

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact reasonableaccommodations@mmc.comMarsh McLennan 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 McLennan 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.

Marsh McLennan