Analyst – Retirement Consulting

BFL CANADA•Toronto, ON

4h•CA$55,000 - CA$70,000•Hybrid

About The Position

We are looking for an Analyst - DC Retirement Consulting to join our team in our Toronto office! As an Analyst - DC Retirement Consulting you will be responsible for assisting the Retirement Consultants with all client management requirements, with a focus on retention of the assigned book of business and support with business development activities. If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Requirements

Bachelor’s degree in actuarial science, finance, business or a related field;
Strong verbal and written communication skills in English
Excellent technical skills working with Microsoft 365, particularly MS Excel (including VBA);
Ability to prioritize and manage multiple tasks in a dynamic work environment.
Strong analytical skills and attention to detail quality
Effective time management and organizational skills.
Excellent interpersonal skills and positive attitude.
Ability to work independently while being part of a client-oriented, hard-working, high-performing, and fun team.

Nice To Haves

Experience in the DC retirement space (DC consulting and/or DC provider client service experience) considered a asset.
Education or interest in developing investment knowledge considered a strong asset.
Knowledge and ability to use an investment monitoring tool such as e-Vestment or Morningstar is considered a plus

Responsibilities

Teaming up with our Consultants to support our clients with day-to-day servicing and administrative support of their DC retirement program
Perform analytical work (statistics, graphs) in preparation for client reports, to help develop key observations and recommendations to optimize plan performance.
Play a technical role in supporting consultants in all aspects of DC consulting: plan design, investments, provider search and implementation, member engagement, plan oversight and governance, ongoing plan optimization.
Preparation of DC retirement program monitoring reports, marketing, prospecting, and other related DC retirement client reports
Support researching and reviewing investment options; prepare performance summaries and comparative analyses, as appropriate.
Periodically attend client meetings, when relevant and for learning opportunities.
Keep abreast of pension legislation, CRA (fiscal) rules, DC industry developments and retirement plan management best practices;
Help in developing strategic recommendations for clients and participate in the development of new business;
Provide support and assistance to the Client Service Manager or Analyst team
Follow corporate policies and procedures
Take the initiative in the development of internal processes and tools;
Manage the quality and timeliness of client deliverables;
Assist in keeping the internal database and tracker up-to-date;
Maintain and develop internal technical knowledge;
Develop and promote our company as a key player in the market with excellent knowledge of the industry;
Other miscellaneous duties and special projects as required.