About this role
Role Overview
- Assess the requirements, risks, competitive pressures and financial feasibility of Defined Contribution pricing cases
- Use the Pricing Model to produce pricing scenarios and alternate fee options for new and in-force Defined Contribution pension plans
- Use data to determine the appropriate benchmark and recommend fees that are appropriate based on the quantitative and service level specifications of the pension plan
- Summarize analyses and recommendations clearly and concisely to obtain pricing approvals according to established Pricing Guidelines
- Propose and communicate pricing options/changes for new and existing plans to Customer Relationship Executives/Managers and Regional Directors of Business Development
- Prepare Letter of Commitment Document to be presented to clients
- Analyze the requirements and costs associated with the recordkeeping services identified in the Request For Proposal (RFP) received from Regional Directors of Business Development
- Maintain and update Pricing Model and supporting infrastructure
Requirements
- University degree in Business, Finance or Economics (Assets: CPA, CFA and/or MBA)
- 3-5 years of experience in Group Retirement Services or Financial Services/Insurance
- Analytical, mathematical, modeling, and creative problem-solving skills
- Ability to think strategically, apply relevant quantitative and qualitative information, and provide alternatives
- Advanced skills in Excel, proficiency in Word and Power Point
- Interpersonal, decision-making and influencing skills
- Ability to work effectively under tight deadlines
- Bilingualism (French, English, both oral and written) is required for Quebec only
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- Inclusive and respectful environment