Senior Retirement Consultant

Marsh; Montreal; Hybrid; CAD 120,000 - 190,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Marsh is seeking a Senior Retirement Consultant to join our Wealth team in Montreal. The role offers a hybrid work arrangement with a minimum of three days in the office weekly.

You will deliver retirement consulting services to clients of all sizes, lead project work, and mentor analysts on internal client teams to ensure operational excellence. The candidate should have 8+ years in pension-related work, strong Excel skills, and a proven ability to manage client relationships and projects.

Qualifications

• Bachelor’s degree in Math, Actuarial Science, Statistics, Economics, Finance or related field.
• 8+ years pension-related work experience, preferably in a Consulting environment.
• Successful client relationship experience.
• Proven project management experience.
• Superior proficiency in Microsoft Excel.
• Strong independence but also a collegial team player.
• Willingness to share ideas and voice opinions.
• Strong communication skills.
• FSA/FCIA would be an asset but not required.

Responsibilities

• Deliver consulting advice and services to small and mid-size clients and be a key project manager for activity on larger clients
• Act as the main point of contact for the client on some client teams or projects
• Liaise with other lines of business and/or other geographies to coordinate service delivery
• Perform or oversee calculations or analysis with respect to defined benefit pension plan funding and accounting valuations, special retirement projects, including assumption and experience studies, cash flow modelling, demographic projections, and costings of plan changes
• Designing and implementing strategies to manage defined benefit pension plan volatility, including funding strategy, plan design and risk transfer solutions
• Working with investment consultants to manage pension plan risk from a holistic perspective, and looking at both sides of the balance sheet
• Work in an integrated team of professionals to resolve modern actuarial problems in the Canadian pension landscape
• Delegate, manage, and review analysis and client work by analysts. Act as final technical review for client projects. Sign funding and accounting valuation reports if the candidate has the relevant designations

Skills

Strong communication skills

Independent and team player

Willingness to share ideas

Client relationship management

Project management

Education

Bachelor’s degree in Math, Actuarial Science, Statistics, Economics, Finance or related field

Tools

Microsoft Excel

Job description

We are seeking a talented individual to join our Wealth team, part of our People and Investment business at Marsh. This role will be based in Montreal and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.
As a Senior Retirement Consultant, you will take part in the focus on delivering customized retirement consulting services to clients of all sizes with an emphasis on the efficient implementation of standard solutions but the ability to contribute to the delivery of more complex solutions as well. Manage and develop analyst on internal client teams to ensure operational excellence and efficiency, and participates in promoting Marsh services and solutions to existing clients.

We will count on you to:

• Deliver consulting advice and services to small and mid-size clients and be a key project manager for activity on larger clients
• Act as the main point of contact for the client on some client teams or projects
• Liaise with other lines of business and/or other geographies to coordinate service delivery
• Perform or oversee necessary calculations or analysis with respect to defined benefit pension plan funding and accounting valuations, special retirement projects, including assumption and experience studies, cash flow modelling, demographic projections, and costings of plan changes
• Designing and implementing strategies to manage defined benefit pension plan volatility, including funding strategy, plan design and risk transfer solutions
• Working with investment consultants to manage pension plan risk from a holistic perspective, and looking at both sides of the balance sheet
• Work in an integrated team of professionals to resolve modern actuarial problems in the Canadian pension landscape
• Delegate, manage, and review analysis and client work by analysts. Act as final technical review for client projects. Sign funding and accounting valuation reports if the candidate has the relevant designations

What you need to have:

• Bachelor’s degree in Math, Actuarial Science, Statistics, Economics, Finance or related field
• 8+ years pension-related work experience, preferably in a Consulting environment
• Successful client relationship experience
• Proven project management experience
• Superior proficiency in Microsoft Excel
• Strong independence but also a collegial team player
• Willingness to share ideas and voice opinions
• Strong communication skills

What makes you stand out?

• Willingness to learn and to think outside of the box
• Deep technical expertise or aptitude
• FSA, FCIA would be an asset but not required

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [e-mail]

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.