Jobs
>
Montréal

    DC Retirement Senior Associate - Montreal, Canada - BFL Canada

    BFL Canada
    BFL Canada Montreal, Canada

    Found in: YadaJobs CA C2 - 4 weeks ago

    Default job background
    Full time
    Description
    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 a DC Retirement Senior Associate to join our team in our Montreal or Toronto office

    As a DC Retirement Senior Associate, you will leverage your retirement and investment experience and be responsible for certain clients. You will continue learning and advance your career by working with our consultants on various mandates and special projects. You will play an active role in the growth of our practice by supporting our business development efforts.

    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 a DC Retirement Senior Associate

    Consulting Services
    • Team up with our consultants, and support our clients in all aspects of DC consulting: plan design, investments, provider search and implementation, member engagement, investment monitoring and governance, and ongoing plan optimization.
    • Plan, coordinate and quality assure regular client DC plan-monitoring reports prepared by our analysts; identify key observations and recommendations to optimize plan effectiveness.
    • Work with our analysts, research and analyze investment options, prepare performance summaries and benchmarking; and recommend investment option changes accordingly.
    • Act as the first point of contact with clients and providers for questions and service.
    • Actively participate in client meetings.
    • Participate in various projects to develop our intellectual capital and tools.
    • Keep abreast of pension regulations, CRA (tax) rules, DC industry developments, and plan management best practices.
    Business Development
    • Analyze the situation of potential clients, and prepare diagnostic reports and preliminary recommendations.
    • Contribute to the preparation and presentation of proposals.
    Our ideal candidate
    • University degree in Actuarial Science, Finance, or Business.
    • 5 to 6 years of DC consulting and/or DC provider client service experience.
    • Good understanding of DC plan design, provider services, institutional investments, retirement, and relevant tax legislation, as well as Canadian best practices and regulatory compliance.
    • Commitment to obtaining your Quebec life insurance license.
    • Bilingual with strong verbal and written communication skills in French and English.
    • Good knowledge of the MS Office Suite (Excel, PowerPoint, Outlook, and Word)
    • Strong analytical and problem-solving skills.
    • Effective time management and organizational skills.
    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 1,300 professionals located in 26 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.

    Our Montreal office is located in the beautiful Shaughnessy Village in Montreal, Quebec. Easily accessible by public transit, our office is housed in a beautiful Victorian-era home near several restaurants to enjoy at lunchtime.

    Our Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work.

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

    Visit our website to learn more about

    BFL CANADA is an equal-opportunity employer. We welcomeand encourage applications from people with disabilities. 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.

    #LI-Hybrid
  • Groom & Associates(és)

    Trade Support Senior Associate

    Found in: Appcast CA C2 A - 13 hours ago

    Groom & Associates(és) Montreal, Canada

    Titre : Associé(e) senior en soutien au commerce · Statut : Permanent, Temps plein · Salaire: $95,000 · Lieu : Centre-ville de Montréal, Québec - Hybride 3 jours au bureau · Notre client est une institution bancaire et financière internationale dont les divisions sont situées en ...

  • Bank of Montreal

    Senior Associate

    Found in: Jooble CA O C2 - 14 hours ago

    Bank of Montreal Montréal, QC, Canada

    Senior Associate – Special Accounts Administration page is loaded Senior Associate – Special Accounts Administration · Apply locations Montreal, QC, CAN time type Full time posted on Posted 2 Days Ago job requisition id R Application Deadline: · Customer Shared Services Deliver ...

  • State Street

    Associé principal, comptabilité des fonds spéculatifs, Hedge Funds Accounting, Senior Associate

    Found in: beBee S2 CA - 2 weeks ago

    State Street Montreal, Canada OTHER

    English Follows · La personne que nous recherchons · Nous sommes à la recherche de personnes brillantes, enthousiastes et travaillantes qui souhaitent en apprendre davantage sur les transactions et les structures d'investissement complexes et en tenir compte dans un environnement ...

  • Bank of Montreal

    Senior Associate

    Found in: Jooble CA O C2 - 14 hours ago

    Bank of Montreal Montréal, QC, Canada

    Senior Associate – Special Accounts Administration page is loaded · Senior Associate – Special Accounts Administration · Apply locations Montreal, QC, CAN time type Full time posted on Posted 2 Days Ago job requisition id R Application Deadline: · 05/10/2024 Address: · rue S ...

  • BMO

    Senior Associate

    Found in: Talent CA 2 C2 - 1 day ago

    BMO Montreal, Canada

    Application Deadline: · 05/10/2024 · Address: · rue St-Jacques O · Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by supporting the management and administration of the accounts. Ensures all reports, entries, monitoring system ...

  • BMO

    Senior Associate

    Found in: beBee S2 CA - 3 days ago

    BMO Montreal, Canada Full time

    Application Deadline: · 05/10/2024Address: · rue St-Jacques OJob Family Group: · Customer Shared ServicesDelivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by supporting the management and administration of the accounts. Ensures al ...

  • Groom Associes

    Senior Associate, Reconciliation

    Found in: Jooble CA O C2 - 14 hours ago

    Groom Associes Montréal, QC, Canada

    Downtown Montreal, Quebec - Hybrid 3 days in office, 2 days work from home · .Our client is an international banking and financial institution with divisions located in the Americas, Europe, Asia,and the Middle East. They are establishing their first Canadian office and are expec ...

  • MCKESSON

    Associé(e) principal(e), Qualité organisationnelle dans la gestion de projets/ Senior Associate, Quality Corporate Project Management

    Found in: beBee S2 CA - 4 weeks ago

    MCKESSON Montreal, Canada Full time

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you a ...

  • Canadian Imperial Bank of Commerce

    Senior Private Banking Associate

    Found in: Jooble CA O C2 - 14 hours ago

    Canadian Imperial Bank of Commerce Montréal, QC, Canada

    CIBC - Senior Private Banking Associate - Monteal - Bilingual page is loaded CIBC - Senior Private Banking Associate - Monteal - Bilingual · Apply locations Montréal, QC time type Full time posted on Posted 2 Days Ago job requisition id We're building a relationship-oriented ban ...

  • Groom Associes

    Trade Support Senior Associate

    Found in: Jooble CA O C2 - 14 hours ago

    Groom Associes Montréal, QC, Canada

    Location: Downtown Montreal, Quebec - Hybrid 3 days in office, 2 days work from home · TO APPLY: Please send your resume to · Our client is an international banking and financial institution with divisions located in the Americas, Europe, Asia,and the Middle East. They are est ...

  • WTW

    Pension Outsourcing Senior Associate

    Found in: Talent CA C2 - 6 days ago

    WTW Montreal, Canada Full time

    WTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to su ...

  • Aon

    Senior Associate, Pension Administration

    Found in: Talent CA C2 - 10 hours ago

    Aon Montreal, Canada Full time

    Senior Associate - Pension Administration · Are you looking for an opportunity to join a global leader in the professional services space? This could be the opportunity for you · We are seeking a hardworking, motivated, diligent and career-minded individual to join our Pension A ...

  • Richter

    Senior Associate, US Consulting

    Found in: Talent CA C2 - 4 days ago

    Richter Montreal, Canada Full time

    Senior Associate · US Financial Consulting Group – Based in Montreal or Toronto · Richter Consulting is a member of the Richter Group, a full-service business advisory firm, founded in 1926. We are a multidisciplinary group of 6 partners and ~20 professionals. We work with US- ...

  • PwC

    External Audit Senior Associate

    Found in: Talent CA 2 C2 - 1 day ago

    PwC Montreal, Canada

    A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad inte ...

  • PwC

    Transfer Pricing, Senior Associate

    Found in: Talent CA 2 C2 - 1 day ago

    PwC Montreal, Canada

    A career within Transfer Pricing services, will provide you with the opportunity to help our clients develop compliant, tax efficient structures that help advance their business goals. You'll focus on all aspects of documentation planning, dispute resolution, and advance pricing ...

  • Workday

    External Audit Senior Associate

    Found in: Appcast CA C2 Glassdoor - 5 hours ago

    Workday Montreal, Canada

    Line of Service · AssuranceIndustry/Sector · Specialism · AssuranceManagement Level · Senior AssociateJob Description & Summary · A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a varie ...

  • Workday

    core HCM, Senior Associate

    Found in: Appcast CA C2 Glassdoor - 5 hours ago

    Workday Montreal, Canada

    Line of Service · AdvisoryIndustry/Sector · Not ApplicableSpecialism · WorkdayManagement Level · Senior AssociateJob Description & Summary · A career in our Advisory Acceleration Centre is the natural extension of PwC's leading class global delivery capabilities. We provide premi ...

  • PwC

    Transfer Pricing, Senior Associate

    Found in: Talent CA C2 - 3 days ago

    PwC Montreal, Canada Full time

    Description · & SummaryA career within Transfer Pricing services, will provide you with the opportunity to help our clients develop compliant, tax efficient structures that help advance their business goals. You'll focus on all aspects of documentation planning, dispute resoluti ...

  • PwC

    Accounting and Transaction Advisory Senior Associate

    Found in: Talent CA C2 - 14 hours ago

    PwC Montreal, Canada Full time

    Description · & SummaryA career within Capital Markets Accounting Advisory Services, will provide you with the opportunity to be responsible for complex financial reporting issues around deals and other transformational events. You'll tackle client's needs with a solution orient ...

  • PwC

    Information Technology Audit Senior Associate

    Found in: Talent CA 2 C2 - 8 hours ago

    PwC Montreal, Canada

    A career in our External Audit Process Assurance practice, within Process Assurance services, will enable you to assist clients in optimising control activities, organisational strategy, and policies and procedures. You'll conduct transaction testing, perform readiness assessment ...