Bilingual DC Pension Analyst

3 days ago

Toronto, Canada LifeWorks Inc. Full time
TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

The successful candidate will work with the DC National Consulting team in delivering advisory services to the clients with Defined Contribution pension plans and other Capital Accumulation Plans (CAP). The team provides a range of advisory services including vendor searches, manager searches, member behaviour assessments, investment reviews, investment monitoring, plan reviews and governance assessments for both public and private sector clients.

The selected candidate will take direction and work with the team members to provide analytical support on all client deliverables, as well as help manage existing or new client relationships. Prior experience in consulting or exposure to DC or CAP products is desired. Strong communication skills, strong analytical skills, attention to detail, self-management and organization skills are required for anyone pursuing this role.
Responsibilities
  • Liaise with internal colleagues and external service providers as needed to support client deliverables or obtain necessary information
  • Support with all types of analysis related to services provided which include member behaviour assessments, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan designs, benchmarking assessments, and governance assessments
  • Review data, conduct analyses and prepare investment monitoring reports including relevant capital market or manager commentaries
  • Support in the maintenance of proprietary databases and creation of database as directed
  • Draft clear emails, client reports and other communications as needed
  • Support on any national or internal initiatives as needed and participate in national team meetings
  • Takes direction from, and supports DC Consulting team
  • Support with client billings and tracking profit/loss metrics
  • Attend internal training sessions to build knowledge of industry topics and trends
  • Assist with special projects, as required


Requirements
  • University degree in (Finance, Business Administration, Mathematics, Statistics, Actuarial Science)
  • Prior knowledge of CAP or DC plans, investments, applicable legislation and best practices is an asset
  • Bilingual French and English
  • Relevant experience with DC pension plans or savings arrangements is desired
  • A keen desire to pursue or is working towards the CFA designation is a plus.
  • Appetite for learning and professional development to expand skills
  • Must be able to work independently or with minimal supervision but be a team player and take direction from the senior team
  • Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
  • Exceptional time management and organizational skills with the ability to manage multiple competing assignments
  • Dedicated team player with strong work ethic, who demonstrates initiative and independence
  • An excellent understanding of software, particularly MS Word, Excel, and PowerPoint


A bit about us

We're a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.

Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.

The health and safety of our team, customers and communities is paramount to TELUS. Accordingly, we require anyone joining our TELUS Health Care Centres to be fully vaccinated for COVID-19.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.

By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies' Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.

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