Job Description

Build a meaningful career
At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.
The successful candidate will work with the DC National Consulting team in delivering advisory services to the clients with Defined Contribution pension plans and other Capital Accumulation Plans (CAP). The team provides a range of advisory services including vendor searches, manager searches, member behaviour assessments, investment reviews, investment monitoring, plan reviews and governance assessments for both public and private sector clients.

The selected candidate will take direction and work with the team members to provide analytical support on all client deliverables, as well as help manage existing or new client relationships. Prior experience in consulting or exposure to DC or CAP products is desired. Strong communication skills, strong analytical skills, attention to detail, self-management and organization skills are required for anyone pursuing this role.
Responsibilities:

• Liaise with internal colleagues and external service providers as needed to support client deliverables or obtain necessary information
• Support with all types of analysis related to services provided which include member behaviour assessments, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan designs, benchmarking assessments, and governance assessments
• Review data, conduct analyses and prepare investment monitoring reports including relevant capital market or manager commentaries
• Support in the maintenance of proprietary databases and creation of database as directed
• Draft clear emails, client reports and other communications as needed
• Support on any national or internal initiatives as needed and participate in national team meetings
• Takes direction from, and supports DC Consulting team
• Support with client billings and tracking profit/loss metrics
• Attend internal training sessions to build knowledge of industry topics and trends
• Assist with special projects, as required

Requirements:

• University degree in (Finance, Business Administration, Mathematics, Statistics, Actuarial Science)
• Prior knowledge of CAP or DC plans, investments, applicable legislation and best practices is an asset
• Relevant experience with DC pension plans or savings arrangements is desired
• A keen desire to pursue or is working towards the CFA designation is a plus.
• Appetite for learning and professional development to expand skills
• Must be able to work independently or with minimal supervision but be a team player and take direction from the senior team
• Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
• Exceptional time management and organizational skills with the ability to manage multiple competing assignments
• Dedicated team player with strong work ethic, who demonstrates initiative and independence
• An excellent understanding of software, particularly MS Word, Excel, and PowerPoint
• Bilingualism is an asset

Morneau Shepell is in the business of helping organizations help their people because we believe that engaged people are the driving force for society. Every day, the expertise of our almost 4,000 employees is recognized as essential to the financial security, health, and productivity of our clients and their people.
We're always looking for talented professionals and strategic leaders who will listen and work together with colleagues and clients to form long-term relationships and to deliver integrative solutions that fit.
As we continue to grow, we're presently engaging with exceptional candidates interested in a range of exciting career opportunities. At www.morneaushepell.com you can explore our careers page to learn more about the solutions we deliver and the great people who help us do it. Follow us on LinkedIn and Twitter (Morneau_Shepell, Shepell).
We are thankful for your interest, but unfortunately, we can only personally connect with those selected for an interview.
Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to
talentacquisitiononboarding@lifeworks.com
Fulfilling work that matters
LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.
At LifeWorks, we are committed to putting our people first. Our priority is to optimize the health and productivity of our people. In light of COVID-19, our company continues to monitor the global situation and following local guidance in each of our communities to ensure the health and wellbeing of our employees. Safety is our highest priority, and while the goal is to ultimately return to the office, we are currently working remotely and are connecting with candidates through virtual interviews, recruitment events, and information sessions. We are excited to connect with you virtually, and look forward to receiving your application.