Retirement Consultant (Technical Expertise & Client Advisory)

The Segal Group, Inc; Toronto; Hybrid; CAD 100,000 - 140,000; Full time

Benefits offered by this job

Hybrid work environment

Comprehensive benefits

Performance bonus

Job summary

The Segal Group, Inc. in Toronto seeks a Retirement Consultant with strong actuarial experience to lead client relationships and deliver strategic retirement consulting services.

The role focuses on advising on funding, plan design, wind-ups, buy-outs, and stochastic projections, while mentoring junior staff. Candidates bring 10+ years in Canadian pension consulting, solid knowledge of Canadian funding rules, and exceptional communication skills.

Qualifications

• 10+ years of Canadian pension actuarial and retirement consulting experience.
• Strong knowledge of pension funding rules across Canada.
• Working knowledge of FASB and IAS 19 accounting standards.
• Demonstrated ability to manage complex projects and competing priorities.
• Excellent communication and presentation skills, with the ability to simplify complex actuarial concepts for a variety of audiences.

Responsibilities

• Leading client relationships and presenting strategic recommendations to boards, committees, and senior stakeholders.
• Advising clients on complex actuarial and retirement matters, including funding, risk management, plan design, plan mergers, wind-ups, annuity buy-outs, and stochastic projections.
• Reviewing valuation reports and actuarial analyses to ensure accuracy, quality, and compliance with applicable standards.
• Managing multiple projects and priorities while delivering exceptional client service.
• Participating in innovative and emerging retirement initiatives that address evolving industry and client needs.
• Providing mentorship, coaching, and technical guidance to analysts and junior consultants.
• Collaborating with colleagues across disciplines to develop practical solutions for clients' retirement programs.
• Participating on special projects designed to address emerging and/or unique retirement issues posed by client organizations.
• Working with a diverse portfolio of multiemployer, public sector, and single-employer clients, you will play a key role in delivering strategic consulting advice and high-quality actuarial solutions while collaborating with a team of highly skilled retirement professionals.

Skills

Client relationship building

Project management

Actuarial expertise

Communication & presentation

Mentoring

Education

ACIA/FCIA/ASA/FSA or equivalent

Tools

FASB

IAS 19

Job description

Job Description - Retirement Consultant (Technical Expertise & Client Advisory) (CAN0000001C)

Job Description

Retirement Consultant (Technical Expertise & Client Advisory) - ( CAN0000001C )

Description

Shape the Future of Retirement Consulting

THE OPPORTUNITY:

We are seeking an experienced Retirement Consultant to join our Toronto team. This is an exciting opportunity for a seasoned professional who enjoys serving as a trusted advisor to clients, leading complex pension projects, mentoring emerging talent, and helping organizations navigate evolving retirement challenges.

We're looking for a consulting professional who combines strong technical expertise with exceptional relationship-building skills.

THE ROLE:

As a Retirement Consultant, you will serve as a trusted partner to clients and an influential leader within the retirement practice.

Responsibilities include:

• Leading client relationships and presenting strategic recommendations to boards, committees, and senior stakeholders.
• Advising clients on complex actuarial and retirement matters, including funding, risk management, plan design, plan mergers, wind-ups, annuity buy-outs, and stochastic projections.
• Reviewing valuation reports and actuarial analyses to ensure accuracy, quality, and compliance with applicable standards.
• Managing multiple projects and priorities while delivering exceptional client service.
• Participating in innovative and emerging retirement initiatives that address evolving industry and client needs.
• Providing mentorship, coaching, and technical guidance to analysts and junior consultants.
• Collaborating with colleagues across disciplines to develop practical solutions for clients' retirement programs.
• Participating on special projects designed to address emerging and/or unique retirement issues posed by client organizations.
• Working with a diverse portfolio of multiemployer, public sector, and single-employer clients , you will play a key role in delivering strategic consulting advice and high-quality actuarial solutions while collaborating with a team of highly skilled retirement professionals.

QUALIFICATIONS

• 10+ years of Canadian pension actuarial and retirement consulting experience, preferably within an employee benefits consulting environment.
• Strong knowledge of pension funding rules across Canada.
• Working knowledge of FASB and IAS 19 accounting standards.
• Demonstrated ability to manage complex projects and competing priorities.
• Excellent communication and presentation skills, with the ability to simplify complex actuarial concepts for a variety of audiences.
• Proven experience building trusted client relationships and working collaboratively with diverse stakeholders.

PREFERRED QUALIFICATIONS

• Experience working with multiemployer and public sector defined benefit pension plans.
• Actuarial credentials (ACIA, FCIA, ASA, FSA, or equivalent).
• Experience mentoring, coaching, and developing junior professionals.

WHY JOIN US?

• Work with leading organizations across Canada on complex and meaningful retirement challenges.
• Influence strategic decisions that impact plan members and sponsors.
• Collaborate with experienced consultants and actuarial professionals in a supportive, team-oriented environment.
• Grow your leadership profile through client-facing opportunities, project leadership, and talent development.
• Enjoy the flexibility of a hybrid work environment.

ABOUT SEGAL AND ITS TOTAL REWARDS PROGRAM…

Segal is a privately owned , leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $100,000-$140,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k)-profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

If you require accommodation during the interview, please let us know.