Senior Retirement Consultant

at  LifeWorks

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
TELUS Health Retirement Consulting practice brings over 60 years of experience and innovative thought leadership to pension & savings, actuarial, compensation and overall financial well-being consulting and outsourcing. Our purpose is to improve financial outcomes for individuals while managing costs and risks for organizations by leveraging technology and data. We are also one of the largest pension plan administrators in Canada, serving over five million plan participants. We are a diverse organization with unparalleled capabilities for our clients and their people.
Join our fantastic team of Defined Benefits (DB) Administration specialists in Retirement Consulting. We are proud to have experts located across the country who are passionate about assisting our clients in improving the financial well-being of their plan members. Our primary focus is administering DB pension plans and we offer a wide range of service models to ensure that we meet the unique needs of each client. If you are looking for a rewarding opportunity to make a positive impact on plan members’ financial well-being, this is the perfect role for you!
Here’s the impact we’ll make and what we’ll accomplish together
As a Senior Retirement Consultant within our DB Admin team you will help to ensure delivery of high quality work that meets specific client needs. You have a passion for numbers, an eye for detail and a high level of accuracy in preparing and reviewing calculations. You’re able to form collaborative relationships with TELUS Health team members and client contacts.

What you’ll do

• Lead the client service delivery that includes:
• Production of annual pension statements and legislative updates
• Review complex calculations such as marriage breakdowns and pension loss calculations
• Conduct technical analysis of plan provision changes
• Liaise with the actuary regarding membership data for valuations
• Support pension administration issues in collaboration with the client
• Ensure compliance, quality control and service standards are met
• Demonstrate leadership with a coaching mindset overseeing work within the team
• Assist in development of new business with existing clients and prospective clients
• Participate/manage special projects as required

You have…

• 5+ years of DB Pension Administration experience
• Post-secondary education in and related courses in Mathematics
• What you bring…
• Knowledge of provincial pension and tax legislation
• Exceptional customer focus with strong professional acumen
• Strong communication, project management, and presentation/meeting management skills
• Strong leadership and team building skills
• Highly organized, proactive, and capable of working independently
• Exceptional analytical and problem-solving skills
• Proficiency in office software, specifically MS Word, Excel, and Access, is essential.

Nice to have

• ASA designation and/or DB pension actuarial background
• Courses in Pension Administration
• Bilingual (English and French)
• Experience with pension administration software Ariel

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

• Lead the client service delivery that includes:
• Production of annual pension statements and legislative updates
• Review complex calculations such as marriage breakdowns and pension loss calculations
• Conduct technical analysis of plan provision changes
• Liaise with the actuary regarding membership data for valuations
• Support pension administration issues in collaboration with the client
• Ensure compliance, quality control and service standards are met
• Demonstrate leadership with a coaching mindset overseeing work within the team
• Assist in development of new business with existing clients and prospective clients
• Participate/manage special projects as require