Retirement Analyst

People Corporation•Winnipeg, MB

5d•CA$55,000 - CA$75,000•Hybrid

About The Position

We are searching for a Retirement Analyst to join our National Indigenous Solutions Practice in Winnipeg, Burlington, or Burnaby. The Retirement Analyst plays a central role in advancing the Group Retirement practice within National Indigenous Solutions (NIS) Practice. This role blends data management, pricing support, market analysis, and insight generation to support both client retention and growth. Working closely with the National Director, Group Retirement Strategy, the Retirement Analyst will act as a key contributor to how we collect, analyze, and apply data across a national block of business. The role is equal parts analytical and strategic. They will automate processes by leveraging AI, and deliver differentiated insights to Indigenous organizations and communities. This is an excellent opportunity for a high-potential analyst to develop deep expertise in group retirement while helping shape a modern, data-driven practice. We strongly encourage First Nations and Indigenous applicants to self-declare in your cover letter.

Requirements

Minimum 2 years of experience in data analysis, financial services, group retirement, or a related field
Foundational understanding of group retirement programs, pricing, and reporting (or strong ability to learn quickly)
Advanced Excel skills and experience with data visualization tools (e.g., Power BI)
Demonstrated hands-on experience using AI tools (e.g., Copilot, automation tools) to enhance analysis, improve workflows, and generate insights
Strong ability to work with large, multi-source datasets and translate findings into clear business narratives
High attention to detail, organization, and ability to manage multiple priorities
Strong communication and presentation skills, including building client-ready materials
Curiosity, adaptability, and a mindset of continuous improvement through technology

Nice To Haves

Experience supporting pricing, proposals, or client-facing deliverables is an asset

Responsibilities

Maintain and validate client and member data across group retirement programs, ensuring accuracy, consistency, and completeness
Identify and resolve data gaps, inconsistencies, and anomalies across multiple data sources
Build and maintain structured datasets to support reporting, pricing, and insight generation
Establish disciplined processes to improve data quality and accessibility across the practice
Develop and maintain reporting frameworks and benchmarking models across the NIS block of business
Produce recurring and ad-hoc reports for client reviews, internal leadership, and new business opportunities
Leverage AI tools to automate reporting processes and enhance data visualization
Translate complex datasets into clear, client-ready insights that demonstrate value and market positioning
Coordinate the preparation and management of group retirement quote requests with insurance carriers
Analyze pricing proposals, prepare comparisons, and support recommendation development
Build impactful, client-facing proposal materials for both existing and prospective clients
Support RFP responses and finalist presentations in partnership with business development and client management teams
Analyze plan performance, member behaviour, and utilization trends to identify opportunities for improvement
Develop data-driven insights that inform plan design, investment menus, and member engagement strategies
Research industry trends and competitive positioning to strengthen NIS market differentiation
Utilize AI tools to accelerate analysis and surface insights across large and complex datasets
Partner closely with the National Director, Group Retirement Strategy, and broader NIS leadership team
Prepare materials for client meetings, plan reviews, and internal strategic discussions
Support governance processes and ensure readiness of documentation and reporting requirements
Contribute to a collaborative, high-performing team environment aligned to NIS priorities