Retirement Analyst

Owenandassoc; Collingwood; Hybrid; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive total rewards package

Professional development opportunities

Community involvement & charitable ini

Flexible work arrangements

Job summary

Owen & Associates in Collingwood, Ontario is seeking a detail-oriented Retirement Analyst to support our Retirement Consulting team. This role focuses on retirement plan reporting, data analysis, and turning complex information into practical client insights.

You will prepare reports, conduct benchmarking, assist with fund reviews, and support consultants with client presentations and ad hoc analyses. A strong Excel skillset and client-focused mindset are essential.

Qualifications

• Experience in an analytical, research, reporting, or financial services role.
• Advanced proficiency in Excel, including formulas and large datasets.
• CEBS, RPA, CFA, CSC, or other relevant education or designation is an asset.
• Must successfully complete a background check.

Responsibilities

• Prepare retirement plan reports with input from the Retirement Practice Lead.
• Conduct benchmarking studies and analyze plan design, fees, and options.
• Analyze investment fund performance and prepare review materials.
• Support consultants with client presentations and ad hoc analyses.

Skills

Advanced Excel

Education

CEBS / CFA / CSC (asset)

Job description

Collingwood, ON | Hybrid preferred, remote arrangements may be considered

Salary: $60,000 - $70,000 per year

Who We Are

Owen & Associates is a people-first advisory firm specializing in employee benefits, retirement solutions, and plan administration. Our purpose is to take care of people, and we bring that to life through trusted guidance for organizations of all sizes, including some of the world’s most recognized technology companies. With over 30 years of success and a team of more than 60 employees across Canada, we continue to grow year after year, driven by our people, our expertise, and our collaborative culture.

Learn more at: https://owenandassoc.com

The Opportunity

We're looking for a detail-oriented Retirement Analyst to support our Retirement Consulting team. This role is ideal for someone who enjoys working with data, identifying trends, creating meaningful reports, and helping consultants deliver valuable insights to clients.

In this role, you'll support retirement plan reporting, investment fund reviews, benchmarking studies, client presentations, and consultant projects. You'll help turn information into clear, practical insights that support strong client outcomes.

What You'll Be Doing

Retirement Plan Reporting & Analysis

• Prepare retirement plan reports with support from the Retirement Practice Lead.
• Collect, validate, and analyze retirement plan data to identify key insights, trends, and opportunities.
• Assist with CAP governance reviews, reporting, and related client deliverables.

Benchmarking & Market Research

• Conduct retirement plan benchmarking studies, including comparisons of plan design, fees, investment options, and market practices.
• Research industry trends, investment markets, retirement plan developments, and legislative or regulatory updates.

Fund Reviews & Consultant Support

• Analyze investment fund performance and prepare fund review materials.
• Support consultants with client presentations, meeting preparation, and follow-up materials.
• Complete ad hoc analysis and special projects as assigned.

Tools, Templates & Process Support

• Maintain reporting templates, databases, benchmarking tools, and internal resources to support consistent, high-quality client work.

You’ll Thrive in This Role If You...

• Think Analytically by identifying trends, patterns, and opportunities within data.
• Take Initiative by anticipating needs, identifying issues early, and bringing solutions forward.
• Apply Strong Technical Skills to analyze information and produce meaningful insights.
• Focus on Quality, delivering accurate, professional, and client-ready work on time.
• Communicate Clearly by turning complex information into practical recommendations.
• Support Others' Success by building trust through responsive, high-quality support.

Qualifications

• Experience in an analytical, research, reporting, or financial services role, with an interest in retirement programs and investment concepts. Experience supporting clients or working in a consulting environment is considered an asset.
• Advanced proficiency in Excel, including formulas, working with large datasets, data validation, and financial models.
• CEBS, RPA, CFA, CSC, or other relevant education or designation is considered an asset.
• Must successfully complete a background check.

Why Join Owen & Associates

At Owen & Associates, we're proud of the culture we've built, one that is collaborative, supportive, and focused on continuous growth.

You can expect:

• A collaborative, team-first environment where knowledge is shared and success is collective.
• A positive and professional workplace atmosphere that values respect, accountability, and strong relationships.
• A community-driven culture with opportunities to participate in charitable initiatives and team events.
• Ongoing learning and development opportunities to support your growth and long-term career progression.
• Exposure to meaningful work and the opportunity to contribute to high-quality client outcomes.

We also offer a competitive total rewards package, including benefits, retirement savings programs, and programs that support employee well-being and ongoing professional development. For job-related education, we cover the cost and provide a completion bonus to recognize your achievement.

Additional Information

This job posting is for an existing vacancy.

Artificial Intelligence (AI) and job-related assessments may be used to assist in screening applications; all employment decisions involve human review.

Equal Opportunity & Accessibility

Owen & Associates is committed to an inclusive and accessible workplace. Accommodations are available upon request throughout the recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).

We welcome applications from all qualified individuals.