Analyst - DC and CAP Retirement Consulting

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

Join our team and what we'll accomplish together

The DC and CAP Retirement Consulting team at TELUS Health is dedicated to helping
organizations and their members achieve better retirement outcomes. We provide
comprehensive consulting services including plan reviews, investment monitoring, vendor
searches, governance assessments, and benchmarking analysis. Our team works
collaboratively to deliver innovative solutions that address the evolving needs of defined
contribution pension plans and capital accumulation plans across Western Canada.
If you are looking for a rewarding opportunity to make a positive impact on our clients and their
plan members'; financial futures, this is the perfect role for you!

Here's the impact you'll make and what we'll accomplish together

In this role, you will provide critical analytical and technical support to our consulting team, helping deliver high-quality advisory services to clients. You'll work with complex data from multiple sources, conduct detailed analysis on investments and plan design, and support the preparation of client deliverables including reports, presentations, and governance assessments. You'll collaborate with senior consultants, internal colleagues, and external service providers to ensure our clients receive exceptional service. This is an opportunity to build your expertise in retirement consulting while contributing directly to solutions that help plan members achieve their retirement goals.

What you'll do

• Liaise with internal colleagues and external service providers to support client deliverables and obtain necessary information

• Support all types of analysis related to services provided including plan reviews, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan design and benchmarking analysis, and governance and compliance assessments

• Aggregate complex data efficiently from different sources, prepare and peer review data reconciliations, and conduct checks to ensure accuracy of data or analysis

• Prepare investment monitoring reports including relevant capital market and manager commentaries

• Synthesize analysis results for client presentations, reports, and other communications

• Support in the development and maintenance of proprietary databases and tools

• Take a supporting role in client meetings and take minutes where required

• Support national and internal initiatives and participate in national and regional team meetings

• Support with client billings and tracking profit/loss metrics

• Build knowledge of industry topics and trends

You have

• University degree, preferably in Finance, Business Administration, Mathematics, Statistics, or Actuarial Science

• Excellent problem-solving and analytical skills with strong professional acumen

• Ability to work independently with minimal supervision while being a collaborative team player

• Exceptional time management and organizational skills with the ability to manage multiple competing assignments

• Strong work ethic demonstrating both initiative and independence

• An excellent understanding of software, particularly MS Word, Excel, and PowerPoint

What you bring

• Appetite for learning and professional development to expand skills

• Desire to take initiative in helping clients find solutions

• Ability to take direction from senior team members and collaborate effectively

• Strong attention to detail and commitment to data accuracy

• Professional communication skills for client interactions and internal collaboration

• Consistently positive attitude and eagerness to contribute to team success

Nice to Have

• Prior knowledge and/or experience working with CAP or DC plans, including understanding of plan administration, accumulation and decumulation processes, principles of good governance, applicable legislation, and best practices

• Ability to read and interpret plan texts, regulation, and guidance notes

• Understanding of investments and investment principles, best practices for analysis of CAP investments, and fund managers and their products

• Ability to interpret plan design provisions, understand factors impacting retirement outcomes, and support with retirement income projections

• Understanding of basic principles for managing survey and comparative data, and carrying out market benchmarking analysis

• Experience with pension plan administration and/or speaking with pension plan members and/or plan sponsors

• Project management experience or qualification

• CFA or Actuarial qualification, or a good track record in examinations

• Advanced MS Excel skills

• Life license

Salary Range: $60,000 - $75,000

Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. We encourage all qualified candidates to apply, even if the posted salary range doesn't match your expectations. We're open to discussing competitive compensation packages tailored to your experience level and expertise.

TELUS Health offers rewarding benefits, which may vary per job function, such as:

• Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family

• Flexibility to work in-office, virtually or a combination of both

• Generous company matched pension

• Opportunity to give back to communities in which we work, live and serve

• Career growth and learning & development opportunities to develop your skills

• And much more…

Job Type: This is for a current vacancy.

A bit about us

We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.

Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.

The health and safety of our team, customers and communities is paramount to TELUS. Accordingly, we require anyone joining our TELUS Health Care Centres to be fully vaccinated for COVID-19.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.

By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.