Investment Analyst, Group Retirement Savings
1 month ago
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
As part of our Actuarial and Investment Consulting group, and reporting directly to the Vice President, the **Investment Analyst **will lead the investment specialty and develop solutions in support of our clients and Group Retirement Savings Account Executives and Consultants.
**What you need to be successful in this role**:
- CFA in good standing or in progress
- Exceptionally polished communication skills
- Excellent client-focus and professional acumen
- Experience with performance monitoring for defined contribution pension plans
- Experience with SIPP compliance for defined benefit pension plans
- Experience interacting with and participating in meetings with investment managers
- Exposure to both traditional asset classes as well as alternative asset classes
- Ability to work well independently and in a team
- Track record of mentoring junior colleagues to deliver high quality work
- Solid working knowledge of MS Excel, Word, and PowerPoint
- Familiarity with Morningstar and evestment
- Bilingualism (French and English) is an asset
**What’s in it for you**:
- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
**_#LI-Hybrid_
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