Associate Retirement Consultant

2 weeks ago

Vancouver, Canada LifeWorks Full time

Build a meaningful career

At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

**Responsibilities**:

- Manage a portfolio of clients with capital accumulation plans
- Build and maintain excellent relations with clients
- Participate in client meetings
- Provide assistance to clients on plan administration issues related to their record keeper
- Offer governance support
- Execute scope of work deliverables as require
- Provide project support work to the team
- Lead special investment projects, as required
- Collaborate with resources in other departments
- Present materials to pension committees

Succeeding as an Associate Pension Consultant will require the following core qualifications and skills:

- Five years or more of pension industry experience
- Experience speaking to plan members and or plan sponsors
- Demonstrated knowledge of the group investment and/or group retirement space
- Post-secondary education
- Knowledge of pension legislation and industry guidelines
- Excellent communication, project management and presentation skills
- Ability to thrive in a team environment
- Proficient knowledge of MS Word, Excel and PowerPoint

Additional experience and training that are desirable for this role:

- Bilingualism
- CFA or Actuarial qualification, or a good track record in examinations
- Plan administration
- Life license
- Advanced MS Excel skills

Fulfilling work that matters

We are in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.

Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.

Fulfilling work that matters

LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.

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