Montreal DC Retirement Analyst Position
6 days ago
Montreal administrative region, QC, Canada
BFL Canada
Full-time
€60,000 - €90,000 Contract
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Take your career to new heights with BFL CANADA as a DC Retirement Analyst in Montreal, QC. Support clients and optimize retirement programs with your analytical and administrative skills in a hybrid setup.
As part of our team, you will assist Retirement Consultants in managing client relationships by addressing the day-to-day needs of DC retirement programs. Your role will involve analytical reporting, investment option research, and client meeting participation, ensuring optimal plan performance. Staying well-versed in the latest pension legislation and best practices is essential to effectively perform your duties.
Key Responsibilities
• Provide daily servicing support to retirement program clients
• Conduct analytical work for client reporting and optimization
• Research and provide performance summaries on investments
• Maintain internal databases and manage client deliverables
• Deliver strategic recommendations to support business development
Requirements:
• Bachelor's degree in actuarial science or finance
• Experience within the DC retirement sector advantageous
• Strong verbal and written skills in French and English
• Proficiency in MS Excel, especially VBA
• Solid analytical skills and attention to detail Leverage your reporting and analytical skills to become a key contributor at BFL CANADA in Montreal.
Key Responsibilities
• Provide daily servicing support to retirement program clients
• Conduct analytical work for client reporting and optimization
• Research and provide performance summaries on investments
• Maintain internal databases and manage client deliverables
• Deliver strategic recommendations to support business development
Requirements:
• Bachelor's degree in actuarial science or finance
• Experience within the DC retirement sector advantageous
• Strong verbal and written skills in French and English
• Proficiency in MS Excel, especially VBA
• Solid analytical skills and attention to detail Leverage your reporting and analytical skills to become a key contributor at BFL CANADA in Montreal.