Senior Retirement Consultant
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Work location
- This role will be based in Montreal and offers a hybrid work arrangement, requiring a minimum of three days per week in the office
- Experience
- 8+ years pension-related work experience, preferably in a Consulting environment
- Posting language
- English
- Posted
Original job description
Company:
MarshDescription:
We are seeking a talented individual to join our Wealth team, part of our People and Investment business at Marsh. This role will be based in Montreal and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.
As a Senior Retirement Consultant, you will take part in the focus on delivering customized retirement consulting services to clients of all sizes with an emphasis on the efficient implementation of standard solutions but the ability to contribute to the delivery of more complex solutions as well. Manage and develop analyst on internal client teams to ensure operational excellence and efficiency, and participates in promoting Marsh services and solutions to existing clients.
We will count on you to:
- Deliver consulting advice and services to small and mid-size clients and be a key project manager for activity on larger clients
- Act as the main point of contact for the client on some client teams or projects
- Liaise with other lines of business and/or other geographies to coordinate service delivery
- Perform or oversee necessary calculations or analysis with respect to defined benefit pension plan funding and accounting valuations, special retirement projects, including assumption and experience studies, cash flow modelling, demographic projections, and costings of plan changes
- Designing and implementing strategies to manage defined benefit pension plan volatility, including funding strategy, plan design and risk transfer solutions
- Working with investment consultants to manage pension plan risk from a holistic perspective, and looking at both sides of the balance sheet
- Work in an integrated team of professionals to resolve modern actuarial problems in the Canadian pension landscape
- Delegate, manage, and review analysis and client work by analysts. Act as final technical review for client projects. Sign funding and accounting valuation reports if the candidate has the relevant designations
What you need to have:
- Bachelor’s degree in Math, Actuarial Science, Statistics, Economics, Finance or related field
- 8+ years pension-related work experience, preferably in a Consulting environment
- Successful client relationship experience
- Proven project management experience
- Superior proficiency in Microsoft Excel
- Strong independence but also a collegial team player
- Willingness to share ideas and voice opinions
- Strong communication skills
What makes you stand out?
- Willingness to learn and to think outside of the box
- Deep technical expertise or aptitude
- FSA, FCIA would be an asset but not required
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
More about this job
Responsibilities
The Senior Retirement Consultant will deliver customized retirement consulting services and manage client projects for small to mid-size clients. They are responsible for overseeing actuarial analysis, managing pension plan risk, and mentoring internal analyst teams.
Requirements
Candidates must hold a Bachelor’s degree in a quantitative field such as Math, Actuarial Science, or Finance. A minimum of 8 years of pension-related work experience, preferably in a consulting environment, is required.
Skills
- Retirement consulting
- Defined benefit pension plan
- Actuarial analysis
- Project management
- Microsoft Excel
- Cash flow modelling
- Demographic projections
- Funding strategy
- Risk transfer solutions
- Financial analysis
- Communication skills
- Team leadership
- Technical review
- Pension accounting
Benefits
- Professional development opportunities
- Supportive leadership
- Inclusive culture
- Career opportunities
- Rewards to enhance well-being
Visa sponsorship
Not detected in the job text
Categories
- Consulting
- Finance & Accounting
- Management & Leadership
Keywords
- Retirement Consulting
- Defined Benefit Pension
- Actuarial Science
- Funding Valuation
- Accounting Valuation
- Cash Flow Modelling
- Demographic Projections
- Risk Transfer
- Pension Risk Management
- Project Management
- Client Relationship
- Microsoft Excel
- FSA
- FCIA
- Consulting
- Wealth Management
- Financial Analysis
- Pension Landscape
- Risk Management
- Investment Consulting