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DC Retirement Consulting Analyst

2 months ago

Montreal, Quebec, Canada BFL Canada Full time
About the Role

We are seeking a highly skilled DC Retirement Consulting Analyst to join our team in Montréal. As a key member of our Retirement team, you will provide technical support in delivering defined contribution (DC) consulting services to our clients.

Key Responsibilities
  • Perform analytical work, including statistical analysis and data visualization, to support client reports and optimize plan performance.
  • Support consultants in all aspects of DC consulting, including plan design, investments, provider search and implementation, member engagement, plan oversight and governance, and ongoing plan optimization.
  • Conduct plan design or pricing benchmarking analyses to help clients make informed decisions.
  • Research and review investment options, preparing performance summaries and comparative analyses as needed.
  • Attend client meetings and support the preparation of education session materials for client employee groups.
  • Stay up-to-date on pension legislation, CRA rules, DC industry developments, and retirement plan management best practices.
  • Contribute to the preparation of business development documents, such as proposals, presentations, and reports.
Requirements
  • University degree in actuarial science, finance, or commerce.
  • Education or interest in developing investment knowledge is a strong asset.
  • Commitment to obtaining a Québec life insurance license within the first year.
  • Bilingual with strong verbal and written communication skills in French and English.
  • Excellent analytical skills and attention to detail.
  • Proficiency in MS Excel and PowerPoint.
  • Ability to prioritize and handle multiple tasks in a dynamic work environment.
  • Excellent interpersonal skills and a positive attitude.
  • Ability to work independently and as part of a collaborative team.
About BFL Canada

BFL Canada is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. With over 1400 professionals across 27 offices, we offer a dynamic and entrepreneurial work environment that values creativity, leadership, and innovation.

We welcome and encourage applications from people with diverse abilities and are committed to fostering an inclusive and accessible work environment.