DC Retirement Consulting Analyst

4 weeks ago

Montreal, Quebec, Canada BFL Canada Full time

We are seeking a highly skilled DC Retirement Consulting Analyst to join our team in Montréal.

This entry-level position will have you bring technical support to the Retirement team in providing defined contribution (DC) consulting services to our clients.

Your first step towards a great and exciting career with a terrific team in a dynamic environment.

Your day to day as a DC Retirement Consulting Analyst

  • Perform analytical work (statistics, graphs) in preparation for client reports, to help develop key observations and recommendations to optimize plan performance.
  • Play a technical role in supporting consultants in all aspects of DC consulting: plan design, investments, provider search and implementation, member engagement, plan oversight and governance, 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.

Our ideal candidate

  • 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.

Who we are

BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America.

We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.

We welcome and encourage applications from people with diverse abilities.

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