Retirement Analytics Specialist

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

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.