Job Description
We are seeking a talented individual to join our Wealth Investment Consulting team at Mercer. This role is based in Toronto and requires a hybrid work arrangement, with at least three days a week in the office.
Responsibilities
Act as primary consultant for a number of mid‑sized to large‑size clients
Provide or, with support from subject matter experts, be actively involved in the delivery of advice to a wide range of institutional clients on all DC aspects, including:
Financial wellbeing
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 solut...
Responsibilities
Act as primary consultant for a number of mid‑sized to large‑size clients
Provide or, with support from subject matter experts, be actively involved in the delivery of advice to a wide range of institutional clients on all DC aspects, including:
Financial wellbeing
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 solut...