TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
Joinour team and what we'll accomplish together
The DC and CAP Retirement Consulting team at TELUS Health is dedicated to helping
organizations and their members achieve better retirement outcomes. We provide
comprehensive consulting services including plan reviews, investment monitoring, vendor
searches, governance assessments, and benchmarking analysis. Our team works
collaboratively to deliver innovative solutions that address the evolving needs of defined
contribution pension plans and capital accumulation plans across Western Canada.
If you are looking for a rewarding opportunity to make a positive impact on our clients and their
plan members'; financial futures, this is the perfect role for you!
Here's the impact you'll make and what we'll accomplish together
In this role, you will provide critical analytical and technical support to our consulting team, helping deliver high-quality advisory services to clients. You'll work with complex data from multiple sources, conduct detailed analysis on investments and plan design, and support the preparation of client deliverables including reports, presentations, and governance assessments. You'll collaborate with senior consultants, internal colleagues, and external service providers to ensure our clients receive exceptional service.
This is an opportunity to build your expertise in retirement consulting while contributing directly to solutions that help plan members achieve their retirement goals.
What you'll do
Liaise with internal colleagues and external service providers to support client deliverables and obtain necessary information
Support all types of analysis related to services provided including plan reviews, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan design and benchmarking analysis, and governance and compliance assessments
Aggregate complex data efficiently from different sources, prepare and peer review data reconciliations, and conduct checks to ensure accuracy of data or analysis
Prepare investment monitoring reports including relevant capital market and manager commentaries
Synthesize analysis results for client presentations, reports, and other communications
Support in the development and maintenance of proprietary databases and tools
Take a supporting role in client meetings and take minutes where required
Support national and internal initiatives and participate in national and regional team meetings
Support with client billings and tracking profit/loss metrics
Build knowledge of industry topics and trends
You have
University degree, preferably in Finance, Business Administration, Mathematics, Statistics, or Actuarial Science
Excellent problem-solving and analytical skills with strong professional acumen
Ability to work independently with minimal supervision while being a collaborative team player
Exceptional time management and organizational skills with the ability to manage multiple competing assignments
Strong work ethic demonstrating both initiative and independence
An excellent understanding of software, particularly MS Word, Excel, and Power Point
What you bring
Appetite for learning and professional development to expand skills
Desire to take initiative in helping clients find solutions
Ability to take direction from senior team members and collaborate effectively
Strong attention to detail and commitment to data accuracy
Professional communication skills for client interactions and internal collaboration
Consistently positive attitude and eagerness to contribute to team success
Nice to Have
Prior knowledge and/or experience working with CAP or DC plans, including understanding of plan administration, accumulation and decumulation…
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