Senior DC Retirement Consultant

Employer
BFL Canada
Location
Vancouver, British Columbia (CA)
Salary
BFL Canada offers a competitive compensation
Posted
Sep 22, 2021
Closes
Nov 21, 2021
Industry Sector
Insurance
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

OVERVIEW OF SENIOR DC RETIREMENT CONSULTANT POSITION
This role is open for candidates in Vancouver, Calgary, and Toronto.

The Consultant will play a key role in our Retirement practice by providing consulting services and advice mainly to clients sponsoring Defined Contribution-type programs - Capital Accumulation Plans (CAPs); grow our practice through various business development opportunities; manage your own book of business; contribute to advancing our intellectual capital.

The following are the key duties, responsibilities and required skills for this position:

CONSULTING SERVICES

  • Provide superior consulting services and advice in all aspects of CAPs: program design, investments, provider search and implementation, member engagement and communications, plan oversight, legal and governance, ongoing plan optimization;
  • Keep abreast of pension legislation, CRA (fiscal) rules, DC industry developments, investments and retirement plan management best practices;
  • Actively participate in defining our views, tools and services;
  • Occasionally provide support and facilitate services for clients also having DB plans;
  • Be a true partner and trusted advisor to our clients.

BUSINESS DEVELOPMENT

  • Grow your business via prospecting and direct/cross-selling efforts;
  • Prepare and present service proposals, directly or responding to RFPs;
  • Engage in firm visibility activities such as presentations and articles;
  • Participate in setting and delivering on our growth strategy.

REQUIREMENTS

  • University degree in actuarial, finance or commerce;
  • Strong investment knowledge (ideally CFA Charterholder);
  • Minimum of 8-10 years of DC consulting and/or provider client servicing experience;
  • Strong business development and closing abilities;
  • Thorough knowledge of CAP design, provider services, institutional investments, pension and relevant tax legislation as well as CAP industry best practices and governance and regulatory compliance;
  • Life licensed in your province or commitment to obtain within first year;
  • Excellent oral and written communication skills;
  • Entrepreneurial spirit and “can do” attitude;
  • Superior interpersonal skills;
  • Strong ability to work independently and in a team environment.

Let's stay in touch: Follow us on LinkedIn to see what we are up to and check out our other job openings.

Learn more about us on our website: https://www.bflcanada.ca

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