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DC Retirement Consulting Analyst
2 months ago
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 play a technical role in supporting 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.
Key Responsibilities- Perform analytical work (statistics, graphs) in preparation for client reports to help develop key observations and recommendations to 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.
- Perform plan design or pricing benchmarking analyses.
- Support researching and reviewing investment options; prepare performance summaries and comparative analyses, as appropriate.
- Periodically attend client meetings, when relevant and for learning opportunities.
- Help prepare/review education session materials for client employee groups.
- Keep abreast of pension legislation, CRA (fiscal) rules, DC industry developments, and retirement plan management best practices.
- Help in preparation of various business development documents such as proposals, presentations, or reports.
- University degree in actuarial, finance, or commerce.
- Education or interest in developing investment knowledge considered a strong asset.
- Commitment to obtain Québec life insurance license within first year.
- Bilingual with strong verbal and written communication skills in French and in English as the candidate will be required to interact in English with stakeholders (colleagues and clients) outside Québec.
- First-rate analytical skills and strong attention to details.
- Excellent computer skills at the level of MS Excel and PowerPoint.
- Ability to prioritize and handle multiple tasks in a varied work environment.
- Excellent interpersonal skills and positive attitude.
- Ability to work independently and in a fun, results-oriented, hard-working, and successful team.
BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. Our employees have free rein to demonstrate their creativity, leadership, and entrepreneurial skills since we believe in each one of them.
A subsidiary of BFL CANADA, BFL CANADA Benefits is a well-known and respected benefits consulting firm with more than 30 years of expertise in employee benefits, including group and individual insurance, retirement planning, and investment, and special risk insurance.
We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking, and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.
