Financial director Jobs in Pierrefonds, QC

Description

As Director, you will be a key member of the team providing leadership, strategy and deep financial and technical expertise. You will lead a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer group benefit programs including medical, dental, life, disability, and optional benefits. You will interface with carriers, vendors, and partner with client service teams to deliver complex analyses to clients, ensuring quality standards are met. You will communicate analytical strategies and results that effectively drive client action and improve plan performance and will have the opportunity to work on cutting edge projects alongside leaders in the country.

The Role

Lead clients’ financial engagements for a portfolio of small-to-medium clients and / or significantly contributes to large clients

Demonstrate clear understanding of the Financial, Actuarial, Analytics and Placement (FAA&P) services and advanced knowledge in all aspects of benefit plan design, underwriting / funding, analytics and post-retirement / employment concepts

Lead and / or supports new business, expansion and cross-selling activities for all financial, analytics, actuarial and Placement services and products

Have advanced experience across all benefit programs’ FAA&P activities

Partner with CST to communicate FAA&P concepts, strategies and results that effectively drive client action and improve plan performance; by preparing teams for meetings or directly copresenting in meetings

Guide assigned team resources on deliverables based on client need, provides leadership to more junior colleagues on FAA&P concepts, strategies and tools

Significantly contribute to clients’ benefits and funding strategies by leading the entire carrier / vendor bid, procurement, and negotiation process for medium / large-sized clients; partners with senior colleagues on highly complex clients

Leverage advanced knowledge of industry trends, available products / solutions and carrier / vendor differentiators to inform and influence clients’ placement strategies

Attend market account planning meetings to understand potential placement activity

Develop and maintains ongoing relationships with employers’ and carrier / vendors’ primary contacts to build and enhance WTW and H&B's brand

Identify opportunities to create tailored solutions for clients with complex service needs, and opportunities to increase revenue growth through additional financial and / or risk solutions

Demonstrate strong knowledge of emerging market trends

Understand clients’ needs and preferences; anticipates questions in advance and identifies solutions

Provide final or senior quality reviews for all types of FAA&P deliverables

May have a formal leadership role as people manager, team lead, and so on or role in developing FAA&P Intellectual Capital (IC)

Anticipate and identify opportunities for placement operational efficiencies

Qualifications

Requirements

10+ years’ experience and success ideally gained in a benefit consulting / brokerage firm or health underwriting / actuarial function of an insurance company

Proven ability to lead and manage multiple deliverables simultaneously and produce quality deliverables on time and within budget

Proven experience creating project plans and successfully leading teams in execution of the project against plan guidelines

Strong financial skills and knowledge of benefit program products & services, underwriting and funding concepts

Experience with both traditional and flexible benefit programs – design elements, renewal pricing, analysis, risk assessment, negotiations, RFP process and analysis

Strong analytical and critical thinker with experience working with data, leading insights to draw conclusions

Desire and ability to expand relationships with clients

Proven ability to identify and resolve issues with limited information

Polished and well developed written and verbal communication skills

Self-starter attitude, curious with an ability to work independently and as part of a team

Creative and integrative skills

Flexibility and proven ability to identify and resolve issues

Experience in leading and training / mentoring junior staff

Excellent Microsoft Office skills, particularly in Excel and PowerPoint

Life and Health license required within 180 days of joining

Availability to travel on as needed basis

Relevant experience and / or university degree

Equal Opportunity Employer

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