Retirement & Savings Consultant

5 months ago

Montréal QC, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

**What will you do?**
- Investigate and resolve complex issues from employees and retirees in a timely manner
- Partner with internal departments and external service providers to ensure the overall efficiency of our programs and resolve any issues in a timely manner
- Deliver foundational projects and assignments with limited support from Director, Retirement and Saving Plans, projects including (but not limited to): benefit calculations, benefit statements, year-end processes and to support audit function
- Focus on the employee experience and identify ongoing opportunities to educate, enhance and innovate our programs to promote financial literacy and wellness
- Ensure accurate process documents are maintained with timely updates reflecting newly passed legislation and/or contractual changes
- Continuously improve processes and identify automation / optimization opportunities to communications, administrative systems and procedures, where applicable
- Implement program changes, communications and administrative policies and process changes
- Conduct data analysis and create graphs and charts using Excel to illustrate the successfulness of project / initiative outcomes
- Assist with cross-team support for Total Benefits (health, dental and insurance products, wellness)

**What do you need to succeed?**
- Knowledge and thorough understanding of retirement and savings products, including defined benefit pension plans
- Familiar with Canadian pension legislation and the Income Tax Act (retirement related regulations)
- Working knowledge of benefit products is an asset
- Strong background manipulating data and data analytics in Excel (i.e. creating charts, graphs and pivot tables and conducting v-lookups)
- A continuous improvement mindset where you are constantly asking the question, ‘’Could we do this work more effectively (using different processes, digital tools, in a shorter timeframe,..)”?
- Focus on accuracy and attention to detail
- Strong communication skills, including the ability to translate technical information into a clear and understandable format
- Excellent research, analysis and problem solving skills
- Creative and innovative thinker, with a passion for improving employee experiences
- Strong project management and time management skills
- Ability to manage multiple and shifting priorities in a fast-paced, high-volume environment
- Strong relationship management skills and able to work with a diverse range of people
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required **for Quebec only** for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide

**Qualifications**
- Post-secondary degree or equivalent life experience
- 3+ years of related experience
- CEBS designation and/or working toward CHRP designation is an asset
- Workday and Globalview experience is an asset
- Ability to communicate in French is an asset

**What's in it for you?**
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
- We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada
- LI-NB1

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
56,000/56 000 - 91,000/91 000

**Job Category**:
Human Resources

**Posting End Date**:
01/09/2024

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