DC Retirement Consulting Analyst

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 to hire a DC Retirement Consulting Analyst to join our team in Montréal!

This entry-level position will have you bring technical support to the Retirement team in providing defined contribution (DC) consulting services to our clients. Your first step towards a great and exciting career with a terrific team in a dynamic environment!

Your day to day as a dc retirement consulting analyst

• 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.
• Perform plan design or pricing benchmarking analyses.
• Support researching and reviewing investment options; prepare performance summaries and comparative analyses, as appropriate.
• Periodically attend client meetings, when relevant and for learning opportunities.
• Help prepare/review education session materials for client employee groups.
• Keep abreast of pension legislation, CRA (fiscal) rules, DC industry developments and retirement plan management best practices.
• Help in preparation of various business development documents such as proposals, presentations or reports.

Our ideal candidate

• University degree in actuarial, finance or commerce.
• Education or interest in developing investment knowledge considered a strong asset.
• Commitment to obtain Québec life insurance license within first year.
• Bilingual with strong verbal and written communication skills in French and in English as the candidate will be required to interact in English with stakeholders (colleagues and clients) outside Québec.
• First-rate analytical skills and Strong attention to details.
• Excellent computer skills at the level of MS Excel and PowerPoint.
• Ability to prioritize and handle multiple tasks in a varied work environment.
• Excellent interpersonal skills and positive attitude.
• Ability to work independently and in a fun, results-oriented, hard-working and successful team.

Who we are

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of more than 1400 professionals located in 27 offices across the country. Our employees have free rein to demonstrate their creativity, leadership and entrepreneurial skills since we believe in each one of them.

A subsidiary of BFL CANADA, BFL CANADA Benefits is a well-known and respected benefits consulting firm with more than 30 years of expertise in employee benefits including group and individual insurance, retirement planning and investment, and special risk insurance.

Let's stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Visit our website to learn more about us: www.bflcanada.ca

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking, and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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