Lead, Pension Modelling

End Date: October 18, 2025
At CAAT, we’re passionate about what we do. And it shows

Here, you’ll find a cultural spark in everything we do - from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different at CAAT. It _is_ different. We’re one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve - from education institutions to major corporations and household brands. And we’re just getting started. Driven by core values and a shared purpose, we’re fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we’d love you to be a part of it.

**About the Role**:
The **Lead, Pension Modelling** will develop and interpret analytical models comparing Defined Benefit (DB) and Capital Accumulation Plans (CAP) from both employer and employee perspectives. This role is crucial in helping stakeholders understand the financial implications, benefit accrual patterns, and long-term outcomes of different retirement plans.

Utilizing technical and actuarial expertise, the Lead will translate complex modelling outputs into clear, actionable insights for diverse audiences and collaborate with various teams to guide strategic pension decision-making and provide thought leadership on evolving retirement plan design.

**As the newest member of our team, you will**:

- Lead the design and implementation of pension plan models in Excel, R, or Python, comparing DB and CAP outcomes across demographics and scenarios.
- Evaluate and illustrate key pension metrics like benefit accruals, retirement income adequacy, and risk-sharing under different plan designs.
- Model CAP balances and retirement income under various investment strategies, considering factors like contribution patterns and market volatility.
- Translate quantitative findings into clear deliverables for diverse audiences, including presentations, dashboards, and reports.
- Design exhibits and summaries that highlight key insights in a visually intuitive and compelling way.
- Provide thought leadership on evolving pension design trends and communicate practical implications to stakeholders.
- Collaborate with multidisciplinary teams to deliver insights and guide strategic pension decision-making.
- Ensure model governance, documentation, and reproducibility in line with professional standards.
- Coach and mentor junior staff in modelling and data analysis by utilizing technical and actuarial expertise.

**To succeed you will bring**:

- Minimum 10 years of experience in pension consulting, pension plan management, or a related field, with significant exposure to both DB and CAP plan design.
- Post-secondary degree in Actuarial Science, Mathematics, Statistics, or a related discipline. Associate of the Society of Actuaries (ASA) or Fellow of the Society of Actuaries (FSA) designation required.
- Proven expertise in designing and managing pension models, with advanced proficiency in Excel, R and/or Python, including experience with scenario analysis and stochastic modelling.
- Deep knowledge of Canadian pension legislation, plan design principles, and retirement income adequacy frameworks.
- Self-directed with strong analytical reasoning, professional judgment, and the ability to identify both limitations and strategic insights from models.

At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We’re incredibly proud of our people and the remarkable impact they have as catalysts for change. We’re committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you’ll enjoy:

- ** Opportunities to Build a Better You**: We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.
- ** Comprehensive & Holistic Care**:Be at your best with a Total Rewards program that feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan - we have you covered.
- ** A Place to Collaborate and Win**: We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of _‘Canada’s Most Admired Corporate Cultures’_, one of _‘Greater Toronto’s Top Employers’_, and one of the _‘Best Places to Work’_.
- ** Work that Truly Matters.** You’re giving Canadians the opportunity for better retirement security, and organizations the chance to do more.

**Diversity, Equity, Inclusion, and Belonging (DEIB)**:
DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, eth