Retirement Consultant

TELUS Health (Canada); Canada; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedule

Comprehensive benefits program

Job summary

TELUS Health is seeking a senior professional to lead the client accounts department within pension plan administration. You will guide annual planning, track progress, and coach a team to meet complex mandates, while building client satisfaction and exploring new markets.

The role requires strong analytical thinking, a bachelor’s degree in a related field, and excellent French language skills, with a hybrid work model and comprehensive benefits.

Qualifications

• Minimum 7 years of experience in related field.
• Bachelor's degree in mathematics, finance, administration, actuarial science or related field.
• Excellent team spirit and leadership.
• Strong analytical thinking and attention to detail.
• Good communication and collaborative skills.
• Fluent in French; bilingualism is an asset.
• Proficiency with Microsoft Excel.

Responsibilities

• Act as manager in the client accounts department.
• Help with annual planning and organization of work related to pension plan administration.
• Take part in verifying and monitoring the progress of tasks and projects.
• Train and coach team members.
• Support the team in carrying out a variety of special projects.
• Prepare and track the budget.
• Build clients' satisfaction by listening to their needs and responding to their various requests, as well as those of members and trustees.
• Suggest ways of improving our processes.
• Develop new business contacts, new agreements with existing clients, and help develop new markets with prospective clients.

Skills

7+ years of experience

Excellent communication skills

Strong analytical thinking

French language skills

Team leadership

Education

Bachelor's degree in mathematics, finance, administration, actuarial science or related field

Tools

Microsoft Excel

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.

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.

As part of a dedicated, professional team, you will be providing services to clients and members with respect to defined benefit pension plan administration. Your various responsibilities will allow you to use your analytical skills on a daily basis and to flourish in a stimulating career.

Being part of our team means

• Working with a dynamic team
• Growing through stimulating mandates and projects
• Having career opportunities for professional development
• Working in a hybrid mode, in the office and from home or fully remote
• Enjoying a flexible schedule and a comprehensive benefits program

Your responsibilities

• Act as manager in the client accounts department
• Help with the annual planning and organization of work related to pension plan administration
• Take part in verifying and monitoring the progress of tasks and projects
• Train and coach team members
• Support the team in carrying out a variety of special projects
• Prepare and track the budget
• Build clients' satisfaction by listening to their needs and responding to their various requests, as well as those of members and trustees
• Suggest ways of improving our processes
• Develop new business contacts, new agreements with existing clients, and help develop new markets with prospective clients.

Core Qualifications

• Minimum 7 years' relevant experience
• Bachelor's degree in mathematics, finance, administration, actuarial science or other relevant training
• Exceptional team spirit
• Incisive analytical thinking and attention to detail
• Well-organized and resourceful
• Good communication and collaborative skills
• Strong ability to manage and motivate a work group
• Highly developed customer service skills
• Excellent spoken and written French; bilingualism an asset
• Proficiency with Microsoft Excel

Salary Range: $70,000 - $100,000 CAD Annual

Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience.

Job Type: This is for a current vacancy

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.

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.