Retirement Analyst

Ascension Benefits, Inc; Burlington; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive employee benefits

Flexible work environment

Job summary

Ascension Benefits, Inc. is looking for a Retirement Analyst to enhance the Group Retirement practice within our National Indigenous Solutions team. This hybrid role focuses on data management, pricing support, and market analysis to support Indigenous communities.

Successful candidates will leverage AI tools and large datasets to generate valuable insights, contributing to a significant impact in the communities we serve. Benefits include competitive salary and comprehensive employee programs.

Qualifications

• Minimum 2 years of experience in data analysis, financial services, group retirement, or a related field.
• Foundational understanding of group retirement programs, pricing, and reporting.
• Strong attention to detail and organization.

Responsibilities

• Maintain and validate client and member data across group retirement programs.
• Develop and maintain reporting frameworks and benchmarking models.
• Analyze plan performance and develop data-driven insights.

Skills

Data analysis

Advanced Excel skills

AI tools

Data visualization (Power BI)

Strong communication skills

Education

Experience in financial services or related field

Tools

Excel

Power BI

Job description

## Retirement AnalystApplyremote type: Hybridlocations: Winnipeg, MB: Burnaby, BC: Burlington, ONtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR1525We are searching for a Retirement Analyst to join our National Indigenous Solutions Practice in Winnipeg, Burlington, or Burnaby. The Retirement Analyst plays a central role in advancing the Group Retirement practice within National Indigenous Solutions (NIS) Practice. This role blends data management, pricing support, market analysis, and insight generation to support both client retention and growth. Working closely with the National Director, Group Retirement Strategy, the Retirement Analyst will act as a key contributor to how we collect, analyze, and apply data across a national block of business. The role is equal parts analytical and strategic. They will automate processes by leveraging AI, and deliver differentiated insights to Indigenous organizations and communities. This is an excellent opportunity for a high-potential analyst to develop deep expertise in group retirement while helping shape a modern, data-driven practice. We strongly encourage First Nations and Indigenous applicants to self-declare in your cover letter.### ### # **The Retirement Analyst will:****Data Management & Integrity*** Maintain and validate client and member data across group retirement programs, ensuring accuracy, consistency, and completeness* Identify and resolve data gaps, inconsistencies, and anomalies across multiple data sources* Build and maintain structured datasets to support reporting, pricing, and insight generation* Establish disciplined processes to improve data quality and accessibility across the practice**Reporting & Benchmarking*** Develop and maintain reporting frameworks and benchmarking models across the NIS block of business* Produce recurring and ad-hoc reports for client reviews, internal leadership, and new business opportunities* Leverage AI tools to automate reporting processes and enhance data visualization* Translate complex datasets into clear, client-ready insights that demonstrate value and market positioning**Pricing & New Business Support*** Coordinate the preparation and management of group retirement quote requests with insurance carriers* Analyze pricing proposals, prepare comparisons, and support recommendation development* Build impactful, client-facing proposal materials for both existing and prospective clients* Support RFP responses and finalist presentations in partnership with business development and client management teams**Insights & Strategy Enablement*** Analyze plan performance, member behaviour, and utilization trends to identify opportunities for improvement* Develop data-driven insights that inform plan design, investment menus, and member engagement strategies* Research industry trends and competitive positioning to strengthen NIS market differentiation* Utilize AI tools to accelerate analysis and surface insights across large and complex datasets**Operational Support & Collaboration*** Partner closely with the National Director, Group Retirement Strategy, and broader NIS leadership team* Prepare materials for client meetings, plan reviews, and internal strategic discussions* Support governance processes and ensure readiness of documentation and reporting requirements* Contribute to a collaborative, high-performing team environment aligned to NIS priorities# **To be successful as a Retirement Analyst with the National Indigenous Solutions Practice, you will need:*** Minimum 2 years of experience in data analysis, financial services, group retirement, or a related field* Foundational understanding of group retirement programs, pricing, and reporting (or strong ability to learn quickly)* Advanced Excel skills and experience with data visualization tools (e.g., Power BI)* Demonstrated hands-on experience using AI tools (e.g., Copilot, automation tools) to enhance analysis, improve workflows, and generate insights* Strong ability to work with large, multi-source datasets and translate findings into clear business narratives* Experience supporting pricing, proposals, or client-facing deliverables is an asset* High attention to detail, organization, and ability to manage multiple priorities* Strong communication and presentation skills, including building client-ready materials* Curiosity, adaptability, and a mindset of continuous improvement through technology# **What’s in It for You*** An opportunity to make a real impact in Indigenous communities across Canada* Involvement in meaningful work supporting Truth and Reconciliation efforts* Ongoing learning and collaboration with a supportive and experienced team* Competitive compensation* Comprehensive employee benefits and retirement programs* A fun, flexible, and productive work environment**Our Commitment**National Indigenous Solutions is committed to building a team that reflects the communities we serve. We welcome and encourage applications from First Nations, Métis, and Inuit candidates. Applicants are invited to self-declare Indigenous identity in their application.### ### The National Indigenous Solutions Practice, a division of People Corporation, is a trusted Group Insurance & Retirement practice proudly serving Indigenous employers across Canada. The National Indigenous Solutions Practice is comprised of three sister companies – Eagle Bay Financial (Burnaby, BC), Life Benefit Solutions (Winnipeg, MB) and WP Pension and Benefits (Burlington, ON) who all specialize in designing benefit and group retirement programs that thoughtfully integrate Non-Insured Health Benefits (NIHB), supporting equity between Status and non-Status employees. Their mission is to deliver customized, community-conscious solutions that meet the unique needs of Indigenous and non-Indigenous employees alike.We are committed to fostering a respectful, inclusive, and accessible environment where all employees and clients feel supported and valued. We are proud to build a workforce that reflects the diversity of the communities we serve and to create an environment where everyone has the opportunity to thrive. Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [e-mail] base salary range for this position is $55,000 - $75,000 per annum.This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.