Defined Contribution (DC) Consultant

Company:

Mercer

Description:

We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or London. This is a hybrid role that has a requirement of working at least three days a week in the office.

Defined Contribution (DC) Consultant

Being a part of our DC Investment team, you will deliver a full range of services to institutional clients who sponsor or intend to set up a group retirement savings plan and support senior consultants in this endeavor.

We will count on you to:

• Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools
• Act as primary contact for a number of small, mid-sized and large-size clients
• Demonstrate knowledge and continuous desire to learn 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
• Demonstrate knowledge in core investment strategies and support plan sponsors in selecting the appropriate investment structure and investment strategies
• 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

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
• A minimum of 3 years of work experience with Defined Contribution plans in the capacity of plan sponsor, consultant or relationship manager with a record keeper
• Superior project management skills including ability to manage multiple priorities and stakeholders
• 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 and prospects using superior interpersonal and communication skills
• Ability to engage in deeper conversations beyond traditional investment topics for meaningful change around financial wellbeing and plan governance
• CFA, ASA or FICA certification or path to certification is considered an asset as well as Life License or Completion of the Life License Qualification Program is considered an asset

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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 the Accessibility for Ontarians with Disabilities Act, 2005, 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 individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact reasonableaccommodations@mmc.com.

Marsh 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.