Retirement Implementation Specialist

3 hours ago


Montréal, Canada WTW Full time

**Description**:
The role of the Retirement Implementation Specialist is to serve as the link between the client, the Retirement Consulting team and the Pension Outsourcing team to ensure that pension administration processes and software for the client plans (new implementations, upgrades and ongoing maintenance) accurately reflect the plan design features and comply with current pension legislation.

WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and communicating all types of retirement plans.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**The Role**

The role of the Retirement Implementation Specialist is to serve as the link between the client, the Retirement Consulting team and the Pension Outsourcing team to ensure that pension administration processes and software for the client plans (new implementations, upgrades and ongoing maintenance) accurately reflect the plan design features and comply with current pension legislation. Specifically, this individual interprets pension plan designs and legislative changes, identifies and documents associated system requirements, works with development staff to ensure that requirements are understood, and defines and manages the testing phase of the implementation project. The role involves interaction with the client, members of the Retirement Consulting team, developers, outsourcing project managers and others. It requires significant knowledge of pension plan design and administration, as well as associated technology solutions. It affords the opportunity to grow one’s consultative, problem solving, project management, technology and communication skills.

You will have the opportunity to:

- Be on a career path with growth and advancement
- Employ the most cutting-edge tools and resources and work with top talent in the industry
- Work with Retirement consultants and outsourcing staff to create systems requirement documents
- Create test plans and conduct quality assurance checks including regression testing
- Analyze, map and reconcile historical participant data
- Employ WTW's Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
- Ensure that pension administration processes/systems and approaches are updated to reflect changes in pension law
- Contribute to the development of new tools, processes and solutions to create efficiencies and meet clients’ outsourcing needs
- Serve as a contact for the pension outsourcing team during implementation as well as ongoing support and maintenance
- Identify potential conflicts and work to keep open and clear communications between the project team members
- Manage client expectations and raise appropriate issues to project managers
- Develop a trusted advisor relationship with internal and external clients through effective communication and efficient, quality execution of projects
- Train client team in use of system; serve as resource for client and pension outsourcing team after implementation

**Qualifications**:
**The Requirements**
- A minimum of 5 years work experience in a pension consulting, administration or implementation environment
- Strong knowledge of defined benefit plans, pension benefits administration processes and systems, software delivery, and/or process reengineering
- Experience with pension administration projects and/or systems, including interaction of data, software, administration outputs, and processes
- Strong project management skills
- Demonstrated time management and organizational skills
- Strong verbal and written communication skills including ability to interpret and document plan provisions. Should also be comfortable communicating with associates at all levels and building strong relationships within and across business lines
- Effective listening skills
- Experience in Microsoft Office products, including Project, Excel, Word, experience with SQL and database manipulation a plus
- Ability to work well under tight project deadlines
- Ability to travel and work extended hours as needed
- Bachelor's degree in Math, Statistics, Actuarial Science or other major with significant quantitative course work and a strong academic record
- Proficiency in English, both written and oral
- Proficiency in French is preferred

Equal Opportunity Employer



  • Montréal, Canada WTW Full time

    WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...


  • Montréal, QC, Canada National Bank Full time

    As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Your job: Increase savings in your...


  • Montréal, QC, Canada National Bank Full time

    As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Your job: Increase savings in your...


  • Montréal, Canada Aspire Software Full time

    **Implementation Specialist - Remote - Canada** **Vocantas is currently looking to hire an Implementation Specialist to join the team!** Vocantas is looking for an experienced Implementation Specialist to join our team on a permanent basis working remotely anywhere in Canada. If you are looking for a new challenge and like a high-energy environment...


  • Montréal, Canada Mercer Full time

    **Implementation Specialist** **What can you expect?** - An opportunity to work in a fast growing, innovative company with excellent career opportunities that is part of a global leader in employee health and wellbeing - Fast-paced work environment and the opportunity to work with our impressive clients - A fail-friendly environment that encourages learning...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**: **Montreal, Quebec** **Employee Status**: **Regular** **Schedule**: **Full-time** - Do you have business development experience in the field of investment products? - Are you autonomous, organized and perseverant? - Do you want to excel in a position that is entirely commission-based and where the sky is the limit? - Being an...


  • Montréal, QC H1Y 1W9, Canada National Bank of Canada Full time

    As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. **Your job**: - Increase savings in...


  • Montréal, Canada Mercer Full time

    We are seeking a talented individual to join our IT Implementation Consulting team at Mercer as an **Implementation Specialist**. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office. Darwin is part of Mercer Marsh Benefits (MMB), a 7,000-person strong community of specialists...


  • Montréal, Canada Mercer Full time

    At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome...


  • Montréal, Canada CA007 Mercer (Canada) Limited Full time

    Description: We are seeking a talented individual to join our Wealth team at Mercer. This role can be based in Montreal or Toronto and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.As a Client Operations Manager (Defined Contribution & Savings Plan), you will be supporting our investment consultants in overseeing...