DC Retirement Senior Associate
2 weeks ago
We offer more than a job, we offer a career
We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support. We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values. We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs. We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.
We are looking for a DC Retirement Senior Associate to join our team in our Montreal office
As a DC Retirement Senior Associate, you will leverage your retirement and investment experience and be responsible for certain clients. You will continue learning and advance your career by working with our consultants on various mandates and special projects. You will play an active role in the growth of our practice by supporting our business development efforts.
If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team
Your day as a DC Retirement Senior Associate
Consulting Services
Team up with our consultants, and support our clients in all aspects of DC consulting: plan design, investments, provider search and implementation, member engagement, investment monitoring and governance, and ongoing plan optimization. Plan, coordinate and quality assure regular client DC plan-monitoring reports prepared by our analysts; identify key observations and recommendations to optimize plan effectiveness. Work with our analysts, research and analyze investment options, prepare performance summaries and benchmarking; and recommend investment option changes accordingly. Act as the first point of contact with clients and providers for questions and service. Actively participate in client meetings. Participate in various projects to develop our intellectual capital and tools. Keep abreast of pension regulations, CRA (tax) rules, DC industry developments, and plan management best practices.Business Development
Analyze the situation of potential clients, and prepare diagnostic reports and preliminary recommendations. Contribute to the preparation and presentation of proposals.
Our ideal candidate
University degree in Actuarial Science, Finance, or Business. 5 to 6 years of DC consulting and/or DC provider client service experience. Good understanding of DC plan design, provider services, institutional investments, retirement, and relevant tax legislation, as well as Canadian best practices and regulatory compliance. Commitment to obtaining your Quebec life insurance license. Bilingual with strong verbal and written communication skills in French and English. Good knowledge of the MS Office Suite (Excel, PowerPoint, Outlook, and Word) Strong analytical and problem-solving skills. Effective time management and organizational skills.
Who we are
Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of 1,300 professionals located in 26 offices across the country. Our employees have free rein to demonstrate their creativity, leadership and entrepreneurial skills since we believe in each one of them.
A subsidiary of BFL CANADA, BFL CANADA Benefits is a well-known and respected benefits consulting firm with more than 30 years of expertise in employee benefits including group and individual insurance, retirement planning and investment, and special risk insurance.
Our Montreal office is located in the beautiful Shaughnessy Village in Montreal, Quebec. Easily accessible by public transit, our office is housed in a beautiful Victorian-era home near several restaurants to enjoy at lunchtime.
Let's stay in touch: Follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.
Visit our website to learn more about us: bflcanada.ca/
BFL CANADA is an equal-opportunity employer. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.
#LI-Hybrid
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Canada BFL Canada Full timeWe offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people...
-
DC Retirement Senior Associate
3 days ago
Montreal, Canada BFL CANADA Full timeCSI -Montreal, QC Montreal, QC H3H1E4, CAN DescriptionWe offer more than a job, we offer a career!We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and...
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Canada BFL CANADA Full timeCSI -Montreal, QC Montreal, QC H3H1E4, CAN DescriptionWe offer more than a job, we offer a career!We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and...
-
DC Retirement Senior Associate
3 days ago
Montreal, Canada BFL CANADA Full timeCSI -Montreal, QC Montreal, QC H3H1E4, CAN DescriptionWe offer more than a job, we offer a career!We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and...
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Quebec, Canada BFL Canada Full timeWe offer more than a job, we offer a careerWe support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Canada BFL Canada Full timeWe offer more than a job, we offer a career!We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...
-
Defined Contribution
7 days ago
Montreal, Canada Mercer Full timeAt Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. Weâre in the business of creating more secure and rewarding futures for our clients and their employees â whether weâre designing affordable health plans, assuring income for retirement or aligning workers with...
-
Defined Contribution
7 days ago
Montreal, Quebec, Canada Mercer Full timeAt Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating more secure and rewarding futures for our clients and their employees — whether we're designing affordable health plans, assuring income for retirement or aligning workers with workforce...
-
Retirement Implementation Specialist
4 weeks ago
Montreal, Canada WTW Full timeWTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...
-
Retirement Implementation Specialist
4 weeks ago
Montreal, Canada Willis Towers Watson Full timeWTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...
-
Retirement Implementation Specialist
4 weeks ago
Montreal, Canada Willis Towers Watson Full timeWTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...
-
Retirement Implementation Specialist
4 weeks ago
Montreal, Canada Willis Towers Watson Full timeWTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...
-
Retirement Implementation Specialist
3 weeks ago
Montreal, Quebec, Canada Willis Towers Watson Full timeJob DescriptionWTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing,...
-
Retirement Implementation Specialist
4 weeks ago
Montreal, Canada WTW Full timeWTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...
-
Retirement Implementation Specialist
4 weeks ago
Montreal, Canada Willis Towers Watson Full timeJob DescriptionWTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing,...
-
Investment and Retirement Specialist
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob PostingAttendance On-SiteJob Number: 20141Category: Intermediate ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 15-Mar-2024Location: Montreal, Quebec City MontrealProvince/State: QuebecArea of Interest: Wealth managementA career as an Investment and Retirement Specialist in the...
-
Retirement Implementation Specialist
4 weeks ago
Montreal, Canada WTW Full timeWTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...
-
Investment and Retirement Specialist
2 weeks ago
Montreal, Canada National Bank Full timeA career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...
-
Investment and Retirement Specialist
2 weeks ago
Montreal, Canada National Bank Full timeA career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...
-
Investment and Retirement Specialist
2 months ago
Montreal, Canada National Bank Full timeJob Posting Attendance On-Site Job Number: 20141 Category: Intermediate Professional Status: Permanent Type of Contract: Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date: 15-Mar-2024 Location: Montreal, Quebec City Montreal Province/State: Quebec Area of Interest: Wealth management A career as an Investment and Retirement...