Analyst – Retirement Consulting

BFL CANADA; Toronto; On-site; CAD 55,000 - 70,000; Full time

Benefits offered by this job

Medical and dental coverage

Telemedicine

Employee and family assistance program

Retirement and savings programs

Job summary

BFL CANADA is seeking an Analyst - DC Retirement Consulting to join our Toronto team. You will assist Retirement Consultants with client management, retention, and business development, focusing on DC retirement programs.

If you are growth-minded and thrive in a dynamic environment, you will fit well within our team. Your day includes supporting clients with day-to-day servicing, performing analytical work for client reports, and contributing to plan design, investments, and governance.

Qualifications

• Bachelor’s degree in actuarial science, finance, business or a related field.
• Experience in the DC retirement space is an asset.
• Investment knowledge development is a strong asset.
• Strong verbal and written communication in English.
• Excellent MS Excel skills (including VBA).
• Knowledge of investment monitoring tools (e-Vestment or Morningstar) is a plus.
• Ability to prioritize and manage multiple tasks in a dynamic environment.
• Strong analytical skills and attention to detail.
• Excellent time management and organizational skills.
• Interpersonal skills and positive attitude; able to work independently within a team.

Responsibilities

• Support Retirement Consultants with day-to-day servicing and client management.
• Prepare client reports and develop observations to optimize plan performance.
• Assist in DC plan design, investments, and implementation processes.
• Produce monitoring reports, marketing materials, and client reports.
• Review investment options and prepare performance summaries.
• Attend client meetings for learning and relationship building.
• Stay current with pension legislation and industry developments.
• Develop strategic recommendations and participate in new business.
• Support Client Service Manager and internal teams with process improvements.
• Maintain quality and timeliness of deliverables and data trackers.

Skills

Verbal and written communication

MS Excel (including VBA)

Analytical skills

Attention to detail

Time management

Independent work

Team collaboration

Education

Bachelor’s degree in actuarial science, finance, business or related field

Tools

e-Vestment

Morningstar

Job description

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 an Analyst - DC Retirement Consulting to join our team in our Toronto office!

As an Analyst - DC Retirement Consulting you will be responsible for assisting the Retirement Consultants with all client management requirements, with a focus on retention of the assigned book of business and support with business development activities.

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 an Analyst - DC Retirement Consulting

• Teaming up with our Consultants to support our clients with day-to-day servicing and administrative support of their DC retirement program
• Perform analytical work (statistics, graphs) in preparation for client reports, to help develop key observations and recommendations to optimize plan performance.
• Play a technical role in supporting consultants in all aspects of DC consulting: plan design, investments, provider search and implementation, member engagement, plan oversight and governance, ongoing plan optimization.
• Preparation of DC retirement program monitoring reports, marketing, prospecting, and other related DC retirement client reports
• Support researching and reviewing investment options; prepare performance summaries and comparative analyses, as appropriate.
• Periodically attend client meetings, when relevant and for learning opportunities.
• Keep abreast of pension legislation, CRA (fiscal) rules, DC industry developments and retirement plan management best practices;
• Help in developing strategic recommendations for clients and participate in the development of new business;
• Provide support and assistance to the Client Service Manager or Analyst team
• Follow corporate policies and procedures
• Take the initiative in the development of internal processes and tools;
• Manage the quality and timeliness of client deliverables;
• Assist in keeping the internal database and tracker up-to-date;
• Maintain and develop internal technical knowledge;
• Develop and promote our company as a key player in the market with excellent knowledge of the industry;
• Other miscellaneous duties and special projects as required.

Our Ideal Candidate

• Bachelor’s degree in actuarial science, finance, business or a related field;
• Experience in the DC retirement space (DC consulting and/or DC provider client service experience) considered a asset.
• Education and interest in developing investment knowledge considered a strong asset.
• Strong verbal and written communication skills in English
• Excellent technical skills working with Microsoft 365, particularly MS Excel (including VBA);
• Knowledge and ability to use an investment monitoring tool such as e-Vestment or Morningstar is considered a plus
• Ability to prioritize and manage multiple tasks in a dynamic work environment.
• Strong analytical skills and attention to detail quality
• Effective time management and organizational skills.
• Excellent interpersonal skills and positive attitude.
• Ability to work independently while being part of a client-oriented, hard-working, high-performing, and fun team.

This posting is for a newly created position.

The expected salary for this role ranges from $55,000 to $70,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

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 more than 1500 professionals located in 27 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 Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work.

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking, and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.