Senior Consultant, Investment Consulting – Strategic Asset Allocation

Aon is hiring a Senior Consultant, Investment Consulting – Strategic Asset Allocation in Montreal, Canada. Level rates it ; you can apply on Aon.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
Level classes it as a senior role.
Aon has 1,000+ other open roles on Level.

AI in this role

Job Title: Senior Consultant, Investment Consulting – Strategic Asset Allocation Role Type: Existing vacancy Are you committed to supporting institutional investors in making smarter investment decisions through sophisticated asset-liability and risk analysis? Do you thrive on turning complex financial data into actionable strategies that deliver meaningful outcomes for clients? Then you'll want to keep reading! Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Provide strategic asset allocation services: production and presentation of ALM studies for pension plans and, asset mix review for all kinds of institutional investors Responsible for providing investment consulting services (asset mix reviews, asset-liability studies, funding policy review, spending policy review, multifaceted investment strategies, etc.) and analytical support to a wide range of clients including defined-benefit and defined-contribution pension plans, foundations and endowment funds, insurance funds and other types of institutional investors; Capital Market Assumptions: update and develop for specific needs of Canadian clients LDI portfolio review Portfolio model: develop and update Provide technical expertise in improving and maintaining modelling and risk management tools; Participate in establishing implementation plans for various investment and risk reduction strategies; Coordinate client mandates, project workflow, and delivery of studies for our Canadian clients; Build and/or assist in presentations to clients or prospects, collaborating with a team or individually; Anticipate client issues, needs or concerns and proactively develop solutions to meet those needs; Collaborate with other colleagues on various mandates to achieve results. How this opportunity is different Joining an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Wealth team within Aon. Our team is responsible for reviewing and recommending investment strategies and performing different asset allocation, risk and optimization analysis. Skills and experience that will lead to success Seven (7+) plus years of proven experience in retirement and/or investment consulting; Experience in asset-liability modelling and stochastic projections; Strong understanding of asset-liability relationship and investing; Knowledge of pension plan funding rules; Knowledge of capital markets and asset classes; Client relationship and presentation skills; Strong digital literacy; Skills and interest in programming (Visual Basic, Matlab, R …); Strong curiosity about investment and financial modelling; Strong skills for working in teams; Autonomous, dedicated and meticulous; Ability to balance multiple priorities and work under tight timelines; Designation of ASA, FSA or FICA of the Canadian Institute of Actuaries; CFA Charter-holder or currently pursuing the Chartered Financial Analyst curriculum, or demonstrating equivalent experience; French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally. Bachelor’s degree in actuarial sciences, mathematics, statistics or business (finance or economics). Aon supports candidates in the CFA program and actuarial exam process. We cover program tuition and upon completion of each level, a salary increase, and a bonus are provided. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. #LI-AM3 2584442

How we rate this

Senior Consultant, Investment Consulting – Strategic Asset Allocation at Aon rates 34 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Senior Consultant, Investment Consulting – Strategic Asset Allocation is an open job at Aon.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in Montreal, Canada.
The job was posted on October 9, 2026.
Seniority: senior.
Applications are handled by Aon. Apply on Aon