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Toronto
Yaseen Karmali

Yaseen Karmali

Sr. Pension Advisor/Client Experience & Management

Accounting / Finance

Toronto, Ontario

Social

Services offered

Dynamic and engaging Pension & Benefits Specialist with over 10 years of experience in pension plan management, specializing in providing client satisfaction by supporting and leading teams. Adept at leading projects and product life cycles that are aligned with strategic objectives. Work with cross functional teams to further product development and process enhancements. Results oriented with attention to KPIs, budgets and resources. A collaborative leader, driven by a passion for fostering positive relationships, building brand awareness, and engaging stakeholders through clear and impactful communication. Dynamic and engaging Pension & Benefits Specialist with over 10 years of experience in pension plan management, specializing in providing client satisfaction by supporting and leading teams. Adept at leading projects and product life cycles that are aligned with strategic objectives. Work with cross functional teams to further product development and process enhancements. Results oriented with attention to KPIs, budgets and resources. A collaborative leader, driven by a passion for fostering positive relationships, building brand awareness, and engaging stakeholders through clear and impactful communication.

Pension specialist
Benefits specialist
Pension advisor
Client experience manager
Approximate rate: CAD$ 100 per hour

Experience

Manager, Member Experience, OPTrust

As a senior pension leader, I was responsible for supporting and developing a team that delivers optimal service through consulting and pension benefit processing. Focused on continuous improvement through process re-engineering and resource optimization. As a senior pension leader, I was responsible for supporting and developing a team that delivers optimal service through consulting and pension benefit processing. Focused on continuous improvement through process re-engineering and resource optimization.

Benefits Specialist, OPTrust

Responsible for the management of Buyback Product, Mail Processing and Termination Product across 3000+ annual transactions, completing compliance related tasks such as annual and mid-year tax reporting. Additionally, streamlined and provided administrative guidance to departmental procedures, meetings and schedules as well as mentorship and training engagements for team. Responsible for the management of Buyback Product, Mail Processing and Termination Product across 3000+ annual transactions, completing compliance related tasks such as annual and mid-year tax reporting. Additionally, streamlined and provided administrative guidance to departmental procedures, meetings and schedules as well as mentorship and training engagements for team

Education and Training Specialist, OMERS

As an Education and Training Specialist, I educated potential clients on products and services offered by my organization as well as train staff on the administration of these products and services. Focused on new product development and implementation. Created product awareness through various marketing tools. Outstanding presentation skills. Experienced in new business procurement.

 

 

Education

Business Process Management Certificate

University of Toronto

Issued Feb 2023

Registered Retirement Consultant Designation

The Canadian Institute of Financial Planning

Issued Jul 2015

Master Training Certificate

Langevin Learning Services

Issued Feb 2010

Pension Plan Administration Certificate

Humber College

Registered Retirement Consultant, CIFP

Canadian Securities Institute

McMaster University

2001

B.Comm, Minor in Economics

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