DC Retirement Senior Associate

2 weeks ago

Montreal, Canada BFL Canada Full time

We offer more than a job, we offer a career

We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support. We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values. We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs. We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

We are looking for a DC Retirement Senior Associate to join our team in our Montreal office

As a DC Retirement Senior Associate, you will leverage your retirement and investment experience and be responsible for certain clients. You will continue learning and advance your career by working with our consultants on various mandates and special projects. You will play an active role in the growth of our practice by supporting our business development efforts.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team

Your day as a DC Retirement Senior Associate

Consulting Services

Team up with our consultants, and support our clients in all aspects of DC consulting: plan design, investments, provider search and implementation, member engagement, investment monitoring and governance, and ongoing plan optimization. Plan, coordinate and quality assure regular client DC plan-monitoring reports prepared by our analysts; identify key observations and recommendations to optimize plan effectiveness. Work with our analysts, research and analyze investment options, prepare performance summaries and benchmarking; and recommend investment option changes accordingly. Act as the first point of contact with clients and providers for questions and service. Actively participate in client meetings. Participate in various projects to develop our intellectual capital and tools. Keep abreast of pension regulations, CRA (tax) rules, DC industry developments, and plan management best practices.

Business Development

Analyze the situation of potential clients, and prepare diagnostic reports and preliminary recommendations. Contribute to the preparation and presentation of proposals.

Our ideal candidate

University degree in Actuarial Science, Finance, or Business. 5 to 6 years of DC consulting and/or DC provider client service experience. Good understanding of DC plan design, provider services, institutional investments, retirement, and relevant tax legislation, as well as Canadian best practices and regulatory compliance. Commitment to obtaining your Quebec life insurance license. Bilingual with strong verbal and written communication skills in French and English. Good knowledge of the MS Office Suite (Excel, PowerPoint, Outlook, and Word) Strong analytical and problem-solving skills. Effective time management and organizational skills.

Who we are

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of 1,300 professionals located in 26 offices across the country. Our employees have free rein to demonstrate their creativity, leadership and entrepreneurial skills since we believe in each one of them.

A subsidiary of BFL CANADA, BFL CANADA Benefits is a well-known and respected benefits consulting firm with more than 30 years of expertise in employee benefits including group and individual insurance, retirement planning and investment, and special risk insurance.

Our Montreal office is located in the beautiful Shaughnessy Village in Montreal, Quebec. Easily accessible by public transit, our office is housed in a beautiful Victorian-era home near several restaurants to enjoy at lunchtime.

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