Pension Specialist- 6 month contract
1 week ago
Company: CLIC
Department: Individual Insurance and Wealth Management
Employment Type: Temporary Part Time (6 months)
Work Model: Hybrid
Language: English is required, French is an asset
Job Grade: 4
Hiring Manager: Kerrie Moore
Referral Award: No
Additional Information: This/these role(s) is/are currently vacant
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.
Our Individual Insurance, Individual Wealth Management, and Group Retirement & Savings teams deliver products and services that provide financial security to Canadians. Along with our distribution partners, we help our clients with some of their most important needs: protecting their families' lifestyle in the event of a death, disability or illness; reaching their saving goals; and building a secure and comfortable retirement. We operate with a high level of trust, integrity, and inclusivity to produce positive impacts for all our stakeholders.
The Pension Specialist is responsible for supporting and mentoring junior members of the team, handling escalations from Plan Sponsors and Members and ensuring processes are being followed and enhanced for efficiency. This role will also ensure that business is being administered in compliance with regulatory requirements and strives to provide exceptional service to our clients and plan member.
How you will create impact:- Perform administration of Group Retirement Plans, including Defined Contribution (DC) and Defined Benefit (DB), Deferred Salary Leave Plans (DSLP), Self-Funded Leave Plans (SFLP) and other employer-sponsored retirement plans.
- Handle escalations and resolve complex issues related to administration and compliance.
- Interpret and apply regulatory guidelines to maintain compliance with governing bodies.
- Assist in system testing, implementation of new policies and special projects providing subject matter expertise as required.
- Provides support on a variety of technical tasks, finance outages, system updates, tax reporting and updating and working with tax specialist on escalations.
- Act as a senior point of contact for plan sponsors, advisors and internal teams on plan matters.
- You influence change and are committed to continuous improvement, in order to exceed client expectations.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Your strong communication skills allow you to clearly convey messages.
- You're an effective team player who shares knowledge to support your peers.
- 3 – 5 years of experience in the Wealth industry with strong understanding of retirement plan administration and pension legislation.
- Excellent communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Demonstrated interpersonal skills and the ability to establish effective working relationships with team members as well as both internal and external stakeholders.
- You will travel regularly.
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Volunteer opportunities to give back to your community.
Expected hourly range $ $53.93
Salary placement
The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
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