Pension Analyst, DC Solutions

LifeWorks; Vancouver; Remote; CAD 37,000 - 73,000; Full time

Job summary

An established industry player is seeking a motivated DC Pension Analyst to join their dynamic team. This role offers the opportunity to engage in a variety of advisory services, including vendor searches and investment performance monitoring. You'll collaborate with clients across diverse sectors, leveraging your analytical skills to enhance their financial well-being. The company is committed to fostering a culture of innovation and inclusivity, providing a supportive environment where you can grow and thrive. If you are passionate about helping clients achieve their financial goals, this position could be your next career adventure.

Qualifications

• Strong analytical mindset with a focus on problem-solving.
• Ability to work independently and as part of a team.
• Excellent time management and organizational skills.

Responsibilities

• Conduct analysis and prepare investment monitoring reports.
• Liaise with internal colleagues and external service providers.
• Support client billings and track profit/loss metrics.

Skills

Analytical Skills

Problem Solving

Time Management

Communication Skills

Education

University degree in Finance

University degree in Business Administration

University degree in Mathematics

University degree in Statistics

University degree in Actuarial Science

Tools

MS Excel

MS Word

MS PowerPoint

Job description

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

Join our team and what we’ll accomplish together

TELUS Health Retirement Consulting practice brings over 60 years of experience and innovative thought leadership to pension & savings, actuarial, compensation and overall financial well-being consulting and outsourcing. Our purpose is to improve the financial wellbeing of individuals and the organizational resilience of employers and fiduciaries. We are also one of the largest pension plan administrators in Canada, serving over five million plan participants. We are a diverse organization with unparalleled capabilities for our clients and their people.

Here’s the impact you’ll make and what we’ll accomplish together

Are you ready to take your career to new heights? Join our National DC Consulting practice where we harness over 60 years of experience in delivering exceptional Advisory Services to clients with DC pension plan and other Capital Accumulation Plans (CAP). The team provides a range of advisory services including vendor searches, manager searches, member behaviour assessments, investment reviews, investment monitoring, plan reviews and governance assessments for both public and private sector clients . We have established ourselves as Consultants with a unique approach by understanding a client's DNA, culture and values to ensure our services meet and exceed their needs and expectations. Joining our team means being a part of a dynamic team that is redefining the boundaries of traditional DC consulting.

Here’s how

As a DC Pension Analyst, you will play a crucial role in helping the team deliver Advisory Services to clients across a variety of industries and of various sizes. Your responsibilities will include providing all types of analysis related to services provided which include member behaviour assessments, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan designs, benchmarking assessments, and governance assessments. You will also collaborate with team members and stakeholders to ensure alignment with client objectives. If you have a strong analytical mindset, are strong at problem solving and love to make everyday a learning adventure, we invite you to apply for this exciting opportunity to contribute to the long-term financial success of our clients.

What you’ll do

• Liaise with internal colleagues and external service providers as needed to support client deliverables or obtain necessary information

• Review data, conduct analysis and prepare investment monitoring reports including relevant capital market or manager commentaries

• Support in the maintenance of proprietary databases and creation of database as directed

• Draft clear emails, client reports and other communications as needed

• Support on any national or internal initiatives as needed and participate in national team meetings

• Take direction from, and support the DC Consulting team

• Support with client billings and tracking profit/loss metrics

• Attend internal training sessions to build knowledge of industry topics and trends

• Assist with special projects, as required

You have

• Appetite for learning and professional development to expand skills

• Must be able to work independently or with minimal supervision but be a team player and take direction from the senior team

• Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.

• Exceptional time management and organizational skills with the ability to manage multiple competing assignments

• Dedicated team player with strong work ethic, who demonstrates initiative and independence

• An excellent understanding of software, particularly MS Word, Excel, and PowerPoint

What you bring

• University degree in (Finance, Business Administration, Mathematics, Statistics, Actuarial Science)

• Bilingual French and English is an asset

• Proficiency in using Excel

Nice to haves

• Prior knowledge and/or experience working with CAP or DC plans, investments, applicable legislation and best practices is an asset

• A keen desire to pursue or to work towards the CFA designation

Salary Range: $37,000-$73,000

Performance Bonus or Sales Incentive Plan: 3%

#LI-Remote

A bit about us

We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.

Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.

The health and safety of our team, customers and communities is paramount to TELUS. Accordingly, we require anyone joining our TELUS Health Care Centres to be fully vaccinated for COVID-19.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.

By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.