Consulting Actuary - Retirement

Gallagher•Montreal, QC

155d•Remote

About The Position

Founded over 100 years ago, we help deliver on the promise of tomorrow...today. Our health, wealth, technology and consulting services allow us to deliver on the MANY needs of our clients by drawing on our strength, DIVERSITY, and experiences in creating outcomes. This means we meet our clients where they are in the creation of their future while being respectfully bold in providing practical solutions to new realities. We honor our commitments and leave things better than when we started. We are a team of difference makers in global locations that have each other's backs working together as a team. Gallagher manages an important portfolio of Individual Pension Plans (IPPs). In addition to working on regular defined benefit pension plan consulting, the Consulting Actuary will play a key role in managing this block of business and the relationships with our “Distributor Partners”. This position can be located in our Mississauga or Montreal offices or be virtual. A Consulting Actuary is expected to be a leader and role model within Gallagher. An important aspect of this leadership is to be well respected by peers, subordinates, superiors, and clients---across lines of business and geographies. Consulting Actuaries also demonstrate ownership in the success of the firm through behaviors and activities such as: Contributing to building recognition for Gallagher and for the Wealth practice in the market, positioning the firm for revenue growth; Demonstrating insightful thinking by delivering relevant ideas and practical, real-world solutions to our clients, leading to utilization of Wealth resources; Demonstrating leadership, innovation, and collaboration internally as well as with Gallagher’s clients and prospects.

Requirements

Fellow of the Canadian Institute of Actuaries
Thorough and current knowledge of provincial and federal pension legislation and the Income Tax Act and regulations
Proficient in valuation software and standard PC based tools and software
Thorough knowledge of CIA professional standards and current on relevant exposure drafts and emerging issues from the CIA
Thorough and current knowledge of Canadian, US and International accounting standards for pension plans and other post-retirement benefits
Highly developed written and spoken communication and negotiation skills
Ability to manage multiple priorities effectively; demonstrated leadership, project management and client management skills
Bilingual, English and French
You must be an agile and hungry fighter with a strong optimistic outlook and demonstrated ability to:
Be passionate, determined and resilient with a positive “can do” attitude
Collaborate with internal stakeholders to achieve “win / win” solutions
Communicate with and influence all levels of executives and client management
Adapt to a variety of client styles and cultures to create trusted relationships
Operate with a sense of urgency and commitment to your clients and your teams

Responsibilities

Reviews and signs IPP and regular DB valuation reports
Supervises the production of the IPP annual administration tasks
Participates in meetings with our Distributor Partners
Participates in conference calls with investment advisors, clients and accountants to support the sale of IPPs
Participates in developing creative, strategic and proactive advice for clients
Prepares and adheres to schedules and budgets resulting in on-time, profitable projects
Delegates work to junior staff
Organizes client meetings to gather information and to develop strategies
Consistently seeks to improve the level of service and capabilities for clients
Demonstrates ability to market Gallagher products and improve business relationships with existing and prospective clients using cross-selling and other marketing techniques
Maintains working relationship across all Gallagher lines of business
Identifies revenue opportunities with clients and prospects and lends support in closing opportunities
Managing multiple client accounts and engagements, including the successful development and delivery of business-driven solutions and services for our clients
Contribute to the revenue growth and financial performance of the Wealth Practice
Building market recognition (examples may include: speaking engagements, panel discussions or webcasts, professional involvement, supporting others in these efforts, or supporting sales and marketing campaigns)

Benefits

Flexible medical & dental coverage to meet your household's needs
Life, Dependent Life and AD & D Insurance options
Retirement savings including RRSP including a company match, TFSA, pension and more
Employee Stock Purchase Plan
Educational expense reimbursement
Employee assistance programs
Discounted gym membership (GoodLife Fitness)
Opportunity for flexible work arrangements
Paid sick days & personal days
Employee education recognition program
Employee referral bonus program