Retirement Plan Specialist

2 weeks ago

Toronto Ontario, Ontario, Canada Compunnel Inc. Full time

Story Behind the Need:

  • Business Group: Project – Establishing policies, adhering to procedures, and creating documentation for plans.


Candidate Value Proposition: The successful candidate will have the opportunity to network and gain entry into client. This role offers experience in project management and business administration, allowing the candidate to expand their skill set.


Job Description:

Reporting to the Manager of Plan Setup & Documentation, the Plan Design Specialist is primarily responsible for setting up plans and creating documentation based on data and established procedures. This role requires a high level of attention to detail to ensure compliance with internal processes and regulations set by federal and provincial pension authorities. The responsibilities of this position vary in complexity and include the following accountabilities:


Job Responsibilities:

Plan set up:

  • Set up plans and policies on the administrative system with a high degree of quality.
  • Ensure all setups adhere to company procedures and regulatory requirements.
  • Collaborate with relevant departments to gather necessary information for plan setup.


Documentation Creation:

  • Develop and maintain comprehensive documentation for each plan, ensuring clarity and completeness.
  • Create contractual documents and websites pertaining to the policies.
  • Update existing documentation as needed to reflect changes in procedures or regulations.
  • Ensure all documentation meets compliance standards set by federal and provincial pension authorities.
  • Liaison with business areas supporting the project.


Collaboration and Communication:

  • Collaborate with plan design subject matter experts, team members, and other project resources.
  • Provide open and honest feedback to the project team.
  • Actively participate in team discussions, trainings, and meetings.
  • Proactively seek information and clarity when questions arise.
  • Solicit feedback from team members.


Required Qualifications:

  1. Strong organizational skills with the ability to manage priorities independently in a rapidly changing environment.
  2. Proficiency in MS Office, including Word and Excel.
  3. Ability to work independently with minimal supervision.
  4. Experience in data entry.
  5. Comfortable writing and responding to emails, and handling inquiries from clients.


Preferred Qualifications:

1. Bilingual (French/English).

2. Knowledge of Canadian Retirement products and client products.

3. Experience in Operations.


Education: College diploma or equivalent business experience.


Soft Skills:

  • Strong attention to detail and ability to identify inconsistencies
  • Strong interpersonal and communication (written & verbal) skills..
  • Self-starter with great initiative who works well in a fast-paced environment.
  • Responds to challenges and opportunities in a positive and productive manner.
  • Strong mathematical aptitude.
  • Resilient and adaptable to change.
  • Strong team player with the ability to collaborate between departments and other locations.


Best vs. Average:

The ideal candidate is proficient in Excel and has experience with data entry. Due to previous language barriers, it is essential that the candidate is fluent in English, with strong communication skills, both spoken and written. The nature of the tasks requires someone who can thoroughly review documentation in English.

  • Retirement Plan Administration Specialist

    4 weeks ago

    Toronto, Ontario, Canada Common Wealth Retirement Full time

    About UsCommon Wealth Retirement is a leading financial technology company dedicated to making financial security in retirement accessible to everyone.We have quickly become Canada's fastest-growing group retirement provider, with a rapidly expanding network of advisors and a strong presence in every Canadian province.We strive to be a true partner in...

  • Financial Retirement Services Specialist

    4 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    OverviewThe CAAT Pension Plan is a leader in providing secure, valuable, and sustainable workplace retirement solutions for Canadians. We are seeking an experienced Financial Retirement Services Specialist to join our team.

  • Retirement Benefits Specialist

    3 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    **Overview of CAAT Pension Plan**CAAT Pension Plan is a leading provider of workplace retirement solutions for Canadians. Our mission is to provide secure, valuable, and sustainable pension plans that meet the needs of our members and employers.**About the Role**We are currently seeking a skilled Pension Analyst, Member Services to join our team. This is a...

  • Pension Benefits Specialist, Retirement Services

    3 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    About CAAT Pension PlanCAAT Pension Plan is a leading provider of retirement solutions for Canadians.We are committed to delivering exceptional service and support to our members, employers, and stakeholders.

  • Retirement Plan Expert

    2 weeks ago

    Toronto, Ontario, Canada Compunnel Inc. Full time

    Compunnel Inc. is seeking a highly skilled Plan Setup Specialist to join their team. This exciting opportunity offers a competitive salary of $65,000 - $80,000 per annum.Job Description:The successful candidate will be responsible for setting up plans and creating documentation based on data and established procedures. This role requires a high level of...

  • Multilingual Retirement Services Advisor

    2 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    We are seeking a highly skilled Multilingual Retirement Services Advisor to join our team at CAAT Pension Plan. This is an excellent opportunity for individuals who possess strong communication skills and a passion for providing exceptional customer service.Job SummaryThe successful candidate will be responsible for responding to member inquiries, providing...

  • Multilingual Retirement Solutions Expert

    2 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    We are a leading provider of retirement solutions for Canadians, and we're seeking an experienced professional to join our Service Delivery team as a Bilingual Client Services Representative.Job Description:This role is responsible for responding to member inquiries, providing accurate information about CAAT Plan benefits, and escalating complex cases to...

  • Retirement Solutions Professional

    1 week ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    About CAAT Pension PlanCAAT Pension Plan is a leading provider of workplace retirement solutions for Canadians. Our mission is to provide secure, valuable, and sustainable plans that meet the evolving needs of our members.Job SummaryWe are seeking a Bilingual Client Services Representative to join our Service Delivery team. As a key member of our team, you...

  • Pension Administrator for Canadian Retirement Solutions

    2 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    About CAAT Pension Plan">We are a leading provider of retirement solutions for Canadians, committed to delivering secure, valuable, and sustainable services.

  • Digital Marketing Professional for Retirement Plans

    4 weeks ago

    Toronto, Ontario, Canada Recrute Action Full time

    Job Overview:Recruit Action, a reputable recruitment agency, is seeking a skilled Digital Marketing Specialist to join their team. This dynamic role will focus on supporting initiatives in the Canadian retirement plan market.About the Opportunity:This hybrid contract offers the perfect blend of work-life balance and professional growth. As a full-time...

  • Investment and Retirement Planning Expert

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Company Overview">We are a leading financial institution committed to helping our clients achieve their goals. Our team of dedicated professionals is passionate about delivering exceptional service and innovative solutions.Salary:$75,000 - $90,000 per year">Job Description:">As an Investment and Retirement Planning Associate, you will play a critical role in...

  • Senior Business Intelligence Specialist

    2 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    Senior Business Intelligence SpecialistWe are seeking a highly skilled Senior Business Intelligence Specialist to join our team at CAAT Pension Plan. As a key member of our Enterprise Data Management team, you will be responsible for designing and developing business intelligence solutions within the Power BI Service platform.Key Responsibilities:Design and...

  • Benefits and Retirement Program Specialist

    3 weeks ago

    Toronto, Ontario, Canada Great Canadian Entertainment Full time

    Job SummaryWe are seeking a highly skilled Benefits and Retirement Program Specialist to join our team at Great Canadian Entertainment. In this role, you will be responsible for managing the day-to-day operations of our benefits and retirement programs, ensuring they are administered in a fiscally responsible manner.

  • Pension Quality Assurance and Control Specialist

    2 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    Job SummaryPursue a challenging career at CAAT Pension Plan as a Pension Quality Assurance and Control Specialist. We are seeking an experienced professional to lead the development and implementation of a quality monitoring framework and audit program for our pension administration domain. The successful candidate will play a crucial role in ensuring data...

  • Product Development Specialist

    4 weeks ago

    Toronto, Ontario, Canada Common Wealth Retirement Full time

    About Common WealthAt Common Wealth Retirement, we're on a mission to make financial security in retirement accessible to everyone. With our user-friendly, value-for-money retirement planning and saving experience powered by an award-winning technology platform, we've quickly become Canada's fastest-growing group retirement provider.We're hiring a Product...

  • Senior Data Quality Assurance Specialist

    2 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    CAAT Pension Plan is a dynamic organization that offers a secure, valuable, and sustainable workplace retirement solutions for Canadians.We are seeking an experienced Senior Data Quality Assurance Specialist to join our Employer Services team, focusing on quality assurance and control. The successful candidate will play a crucial role in the success of our...

  • Pension Administration Specialist

    1 week ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    CAAT Pension Plan is a leading provider of secure, valuable, and sustainable workplace retirement solutions for Canadians.We are seeking an experienced Pension Administration Specialist to join our team. The successful candidate will be responsible for overseeing the exceptional delivery of pension administrative services in accordance with plan provisions...

  • Pension Plan Expert

    2 weeks ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    About CAAT Pension PlanOur mission is to provide secure, valuable, and sustainable workplace retirement solutions for Canadians. The Bilingual Client Services Representative plays a vital role in the success of our Service Delivery team, aligning with CAAT's guiding mission and growth strategy.We are seeking an experienced professional to act as a front-line...

  • Media Planning Specialist

    4 weeks ago

    Toronto, Ontario, Canada GroupM Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Media Planning Specialist to join our planning team in Canada. This is an excellent opportunity for a recent graduate or someone looking to start their career in media planning.About the RoleThe Media Planning Specialist will assist in developing tactical plans that support the consumer...

  • Data Protection Specialist

    3 weeks ago

    Toronto, Ontario, Canada Healthcare of Ontario Pension Plan Full time

    Healthcare of Ontario Pension Plan (HOOPP) is a financially secure retirement plan for Ontario healthcare workers.We are seeking a highly skilled Data Protection Specialist to join our team. As a Data Protection Specialist, you will be responsible for the design, implementation, and day-to-day oversight of data security program requirements and ongoing...