Analyst – Retirement Consulting

CSI - Toronto, ON, Toronto, ON , CAN

We offer more than a job, we offer a career!

• We support our employees to shape their career by encouraging continuing education and investing in training and development.
• We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
• We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
• We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
• We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
• We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

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!

Your Day as an Analyst - DC Retirement Consulting

• 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.

Our Ideal Candidate

• Bachelor’s degree in actuarial science, finance, business or a related field;
• 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.
• Strong verbal and written communication skills in English
• Excellent technical skills working with Microsoft 365, particularly MS Excel (including VBA);
• Knowledge and ability to use an investment monitoring tool such as e-Vestment or Morningstar is considered a plus
• 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.

This posting is for a newly created position.

The expected salary for this role ranges from $55,000 to $70,000. Annual salary will be…