Job description: Do you want to contribute to an organization that makes a difference in the lives of over half-a-million people? We are looking for a highly motivated individual to join our Pension Legal & Plan Policy (PLPP) team in Toronto. You will be part of a team that provides leadership, expertise and solutions on plan design, administration and pension initiatives.

As a key member of this team, reporting to the Manager, Case Management, this role focuses on responding to complex pension inquiries and escalations arising from our members, employers and third parties.

The Senior Analyst is also responsible for supporting the dispute resolution process by working collaboratively with teams across OMERS and supporting the preparing of documents required for senior leaders when making an informed decision.

In addition, the Senior Analyst will also play a role in the maintenance and improvement of OMERS internal and external pension content by identifying gaps and leveraging prior escalation experiences to assist in enhancing content. The Senior Analyst will also identify case trends and report on these trends and impacts.

Responsibilities

Research and analyze the details of each inquiry and provide accurate direction and/or resolution

Offer innovative, flexible and creative solutions to complex inquiries, while ensuring compliance with Plan and Legislative rules

Manage complex member or potential beneficiary escalations through to resolution by investigating issues, identifying root causes, and determining a resolution that meets member needs while adhering to all regulatory, plan and/or policy requirements

Handle escalations arising through the contact centers, including gathering the necessary facts and consulting with the business areas to effectively resolve the issue

Identify process, communication, and pension content gaps and make recommendations for improvements to enhance the experience of our internal employees, members, employees and third parties

Identify and report out on case trends and impacts

Develop clear and well-written reports, and supporting documentation for presentations to Senior Management and other audiences

Proactively identify and contribute to issue resolution in consultation with Pension Services leaders and key stakeholders

Coordinate and support meetings with internal stakeholders, as necessary, to discuss and develop issues handling approach, action plans and policy guidelines

Build and maintain collaborative and constructive relationships with internal partners

Support the development of OMERS pension content by providing input, based on prior escalations, to enhance the content to support understanding of OMERS administration

Stay connected to the evolving pension landscape, including legislative/regulatory reforms, pension trends, news and activities in the Canadian Pension industry and the major Ontario pension plans and provide insights on any related impacts to OMERS

Support other initiatives and projects within the Pension Services team, as required

Qualifications

University Degree or equivalent with 3+ years relevant pension and/or policy experience.

Policy, law, actuarial or economic degree or training would be an asset.

Knowledge of pension plan administration, plan design and current pension legislation/regulations.

Ability to analyze complex issues and related data, identify issues, synthetize relevant and available information and infer conclusions even in ambiguous situations

Conceptual thinker with the ability to clearly capture, communicate and share information

Proven ability to develop insightful and creative solutions, while ensuring that risks and cost to the Plan are analyzed and stakeholders’ views are considered

Demonstrated expertise in qualitative and quantitative analysis methods and reporting/presentation approaches both written and visual

Exceptional verbal and written communication skills

Experience in exercising judgment and tactfulness when dealing with both internal and external stakeholders

High integrity and discretion to ensure the confidentiality of sensitive information

Able to work independently with minimal direction and as part of a team in an environment with competing priorities and deadlines

Superior inter-personal and organizational skills

Proficient in MS Office such as Word, Excel and PowerPoint

Our story:

Founded in 1962, OMERS is one of Canada’s largest defined benefit pension plans, with $127.4 billion in net assets as at June 30, 2023. OMERS is a jointly-sponsored pension plan, with more than 1,000 participating employers ranging from large cities to local agencies, and over half a million active, deferred and retired members. OMERS members include union and non-union employees of municipalities, school boards, local boards, transit systems, electrical utilities, emergency services and children’s aid societies across Ontario. Contributions to the Plan are funded equally by members and employers. OMERS teams work in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe – serving members and employers and originating and managing a diversified portfolio of high-quality investments in public markets, private equity, infrastructure and real estate.

OMERS is committed to having a workforce that reflects the communities in which we live and work. We are an equal opportunity employer committed to a barrier-free recruitment and selection process. At OMERS inclusion and diversity means belonging. How we create a sense of belonging is through our employees and our vast network of Employee Resource Groups. Whether you are passionate about gender, pride, or visible minorities, we have groups that are focused on making a difference in all of our lives.

Expected salary:

Location: Toronto, ON

Job date: Wed, 06 Dec 2023 00:05:57 GMT

Apply for the job now!

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Job description: Role: War Pension & Compensation Advisor

Location: Homebased (within commutable distance to London) or working from London Office twice a week – this would also attract London Weighting of £4,452 per annum

Contract Type: Permanent

Hours: 35 hours per week

Salary: £28,675 per annum Plus additional £4,000 per annum upon successfully completing training and competency assessment (usually within 6 months)

Are you passionate about helping others?

Do you want to be part of a team that have a real impact on people’s lives?

We are looking for a War Pension & Compensation Advisor to join our War Pension & Armed Forces Compensation Service providing tribunal representation, advice, guidance and case management to beneficiaries, ensuring Royal British Legion’s commitment to support the Armed Forces Community and the needs of beneficiary are at the centre of all that we do.

As a War Pension & Compensation Adviser you will be responsible for advising beneficiaries regarding their appeals and represent them before the War Pensions and Armed Forces Compensation First Tier Tribunal by:

• Ensuring case files are fully prepared for the appeal hearings and contain all relevant information regarding the constituents of the case, understanding the reasons why the beneficiary wishes to challenge their decision in tribunal and why it is important that they have the support of the RBL.
• Conducting an appropriate advice appointment with beneficiaries prior to their hearing, to provide a summary of findings, what to expect at tribunal and next steps.
• Composing concise arguments on behalf of the beneficiary and present a coherent case to the Tribunal
• Managing a caseload of beneficiaries accessing the service. Prepare cases until ready for listing status. Identify any further needs and signpost these needs to other RBL teams to take forward.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

Here at RBL, we aim to support our people and their wellbeing, with a package including generous paid holiday allowance and pension scheme contributions, and a range of optional benefits and discounts.

For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics and aim to operate an inclusive recruitment process.

Expected salary: £32675 per year

Location: London

Job date: Tue, 12 Dec 2023 23:05:53 GMT

Apply for the job now!

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Job description: At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up – as individuals and as a team – to accomplish our strategy.

Role Specifications

Location: Vancouver

Hire Range: $55,000-$60,000k.

Everyday flexibility. On-site requirements. Collaborative connections.

Note: The external title has been changed to align with industry standards. The internal job title will be: “Trust Services Officer”

For additional information, please contact the recruiter for a complete job description.

Service You Can Trust®

offers a wide variety of trustee and custodial solutions for individuals, businesses, and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centered on providing clients with client-focused service, notable value, and tailored solutions.

Our highly engaged teams operate within a client-centric, collaborative, and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities. And we are building momentum.

We are looking for change makers. Process enthusiasts. Future leaders. Performance focused go-getters who are looking to accelerate their careers. Our team thrives on idea-sharing, collaboration, respect, caring, and camaraderie.

The Opportunity

In the role of a Retirement & Pension Benefits Specialist, you will manage and oversee the accurate and timely disbursement of retirement and pension benefits to our clients. The ideal candidate will possess a deep understanding of registered accounts (RRSP/RRIF/TFSA) and pension regulations and payment procedures. The Retirement and Pension Benefits Specialist will be responsible for processing pension payments, resolving payment discrepancies, and providing exceptional customer service to our clients’. If you have payroll systems and experience with retirement or pension plan administration, this role is for you!

What you will learn and engage in

• Financial transactions. Executing financial transaction activities related to pensions and registered products (RRSP, RRIF, TFSA), A strong understanding of these products and the associated rules will be an asset as you will be processing benefit payment changes, taxable payments, and plan expenses in accordance with client instructions.
• Risk. Work with high risk and high client impact processes, including large dollar transactions, and transactions with tax implications for clients.
• Documentation. Maintenance of pensioner records and long-term document control and electronic reporting for all applicable tasks. This also includes maintenance of specific client procedures and profiles.
• Operations optimization. Proactively address potential procedure enhancements and best practices, sharing with management and peers.
• Privacy. Ensure that the confidentiality of the Bank and its customers in maintained by routinely securing all documentation during non-business hours and is aware of and adheres to employee code of conduct.
• Collaboration. Provide direct support to the CWB branch network, to enable them to deliver a “best in class” customer experience.
• Performance measures. Regularly review SLA targets in collaboration with individual leader to ensure client needs are met.

What you bring with you

• Numbers bring you joy. You find comfort in knowing that every math problem has a right answer.
• Pension and/or Payroll Administration experience is an asset. You understand the payroll process.
• Customer service is a real thing – and it gets results when done right. You’ve gained some experience in this space, and you know the difference between good service & bad service. You know the difference in how it feels.
• Tech Savvy. You’re comfortable using excel to create financial analysis with intermediate formulas. You can create a pivot table in Excel and complete looks up without any worries. You’ve had previous experience working with a payroll system or with the Global Plus application.
• Organization? Time Management? These are two skills you have in spades! You have the knack to effectively manage several priorities simultaneously and a keen eye for details.
• Hard work? No problem. You are happy to roll up the sleeves to get the job done – and you’ve been known to have fun doing it too. You don’t shy away from a fast-paced environment, especially when hard work is recognized and rewarded.
• Communication is key. You can convey messages & communicate clearly and professionally.
• Team player. Necessary skill – you must be able to share and grow with a team, you want to add your experience, knowledge, and voice to the business. You want to help build strong processes and a strong team.
• Raise your hand. Go above and beyond, get involved in projects, identify potential efficiencies, and dig deeper into the details. Make an impact.
• Pay attention to the details. Minimize risk, by ensuring compliance with policies and regulatory requirements in all areas of banking and operations.
• Provide the wow. We are obsessed with our clients’ success and a commitment to providing unrivaled client experience. Perform & deliver results consistently.
• Life is journey and along the way, you’ve learned how to do things better, faster, and smarter. You know what to prioritize to get things done and what tasks are just unnecessary steps. You have a system, and it works.

Get hired. Work hard & perform. Grow. Get recognized. Repeat.

Be seen. Be heard. Get recognized.

• Raise your hand. Go above and beyond, get involved in projects, identify potential efficiencies, and dig deeper into the details. Make an impact.
• Pay attention to the details. Minimize risk, by ensuring compliance with policies and regulatory requirements in all areas of banking and operations.
• Provide the wow. We are obsessed with our clients’ success and a commitment to providing unrivaled client experience. Perform & deliver results consistently.

So far, in 2023, 44% of all posted positions at CWB have been filled internally. That’s almost 1 out of every 10 employees taking on a new challenge or growth opportunity.

Why work with us?

Your success is our obsession.

If you are obsessed with client success – we will surround you with a strong foundation of care, support, autonomy & know-how to make it happen. Learning, development, coaching, mentorship, & opportunities for growth & innovation. Challenging work matched with recognition & rewards. Pay for performance incentives and all the vital benefits to take care of you and your loved ones because your whole wellness matters – physical, mental, financial, & spiritual! We live for today, and plan for tomorrow. Your investments grow with us with our RSP & ESP programs. And being an owner brings a differentiated level of motivation, engagement, empowerment & reward –with CWBFG, every employee can be an owner. Need another reason?

Trust your career with an industry leader. Apply today.

#LI-JA1

As an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.

Closing Date:

• Position closes at 12:01am on the close date identified below. 12/13/2023

Expected salary:

Location: Vancouver, BC

Job date: Fri, 01 Dec 2023 07:13:07 GMT

Apply for the job now!

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Job description: At CN, everyday brings new and exciting challenges. You can expect an interesting environment where you’re part of making sure our business is running optimally and safely-helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference. You will be able to thrive in our close-knit, safety-focused culture working together as ONE TEAM. The careers we offer are meaningful because the work we do matters. Join us!

Job Summary

CN sponsors some of the largest corporate DB and DC pension plans in Canada. The Pension Advisor ensures the administration of CN’s Canadian and US Defined Benefit (DB) and Defined Contribution (DC) pension plans and Executive plans (SERP). The incumbent will work closely with the pension managers to ensure that the plans are appropriately administered, governed and kept compliant.

Main Responsibilities

· Responsible for the administration and monitoring of the various pension plans, including review of retirement calculations and oversight of monthly reports and reconciliations and annual processes

· Responsible for regulatory filings

· Provide support during plan audits

· Participate in the governance of all plans

· Coordinate the various pension committees and their agenda

· Support internal stakeholders with respect to pension-related situations

· Act as a resource contact for Senior Management, Executive and Cross Border employees

· Ensure that plan documents are up-to-date and in compliance with applicable legislation

· Assist with the management of the resolution of special or complex administration matters

· Assist in the management of services and fees of providers such as actuarial consultants, third party administrators and pension trustees

· Collaborate in the development and creation of communication and education strategies for plan participants

· Support team members on special projects and involved in the implementation of changes related to plan design

Working Conditions

The role has standard working conditions in an office environment with a regular workweek from Monday to Friday. Due to the nature of the role, the incumbent must be able to meet tight deadlines and handle pressure. The role requires minimal travel (approximately once per year) in Canada or US.

Requirements

Experience

Specialty Pension Management

· Minimum 5 years of experience in pension administration

Education/Certification/Designation

• Bachelor’s degree in actuarial science or equivalent
• Associate or fellow of the Society of Actuaries (SOA) and the Canadian Institute of Actuaries*

*Any education/certification/designation for these above would be considered as an asset

Competencies

· Follows safety procedures, information security instructions and Environmental, Social and Governance (ESG) principles to lead by example

· Develops solutions that aligns with customers’ expectations to increase satisfaction

· Shares timely information within and across functions to get things done effectively

· Collaborates with key internal stakeholders to enable higher productivity

· Makes informed and timely decisions to get things done

· Attention to detail and ensures proper follow ups

· Applies analytical thinking to make recommendations that pursue sustainable performance

· Deals with pressure and change by staying calm to quickly adapt to changes

· Fluently bilingual both written and verbal (English, French)

Technical Skills/Knowledge

· Knowledge of Microsoft Office : Excel, Word, PowerPoint and Outlook

About CN

CN is a world-class transportation leader and trade-enabler. Essential to the economy, to the customers, and to the communities it serves, CN safely transports more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year. As the only railroad connecting Canada’s Eastern and Western coasts with the Southern tip of the U.S. through a 19,500 mile rail network, CN and its affiliates have been contributing to community prosperity and sustainable trade since 1919. CN is committed to programs supporting social responsibility and environmental stewardship. At CN, we work as ONE TEAM, focused on safety, sustainability and our customers, providing operational and supply chain excellence to deliver results.

At CN, we are dedicated to building North America’s most and railroad, which includes reflecting the communities in which we operate. Research shows that candidates from underrepresented groups often don’t apply unless they feel they fit the job posting at 100%. Even if you don’t see yourself in every job requirement listed in a posting, we still encourage you to apply. If you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations), please reach out to our team at

As an equal employment opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, and other protected status as required by applicable law. We thank all applicants for their interest, however, only candidates under consideration will be contacted. Please monitor your email on a regular basis, as communication is primarily made through email.

Expected salary:

Location: Montreal, QC

Job date: Wed, 27 Sep 2023 22:33:42 GMT

Apply for the job now!

The post Pension Advisor appeared first on World News: Entertainment, lifestyle, Health, Technology.

Job description: At CN, everyday brings new and exciting challenges. You can expect an interesting environment where you’re part of making sure our business is running optimally and safely-helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference. You will be able to thrive in our close-knit, safety-focused culture working together as ONE TEAM. The careers we offer are meaningful because the work we do matters. Join us!

Job Summary

CN sponsors some of the largest corporate DB and DC pension plans in Canada. The Pension Advisor ensures the administration of CN’s Canadian and US Defined Benefit (DB) and Defined Contribution (DC) pension plans and Executive plans (SERP). The incumbent will work closely with the pension managers to ensure that the plans are appropriately administered, governed and kept compliant.

Main Responsibilities

· Responsible for the administration and monitoring of the various pension plans, including review of retirement calculations and oversight of monthly reports and reconciliations and annual processes

· Responsible for regulatory filings

· Provide support during plan audits

· Participate in the governance of all plans

· Coordinate the various pension committees and their agenda

· Support internal stakeholders with respect to pension-related situations

· Act as a resource contact for Senior Management, Executive and Cross Border employees

· Ensure that plan documents are up-to-date and in compliance with applicable legislation

· Assist with the management of the resolution of special or complex administration matters

· Assist in the management of services and fees of providers such as actuarial consultants, third party administrators and pension trustees

· Collaborate in the development and creation of communication and education strategies for plan participants

· Support team members on special projects and involved in the implementation of changes related to plan design

Working Conditions

The role has standard working conditions in an office environment with a regular workweek from Monday to Friday. Due to the nature of the role, the incumbent must be able to meet tight deadlines and handle pressure. The role requires minimal travel (approximately once per year) in Canada or US.

Requirements

Experience

Specialty Pension Management

· Minimum 5 years of experience in pension administration

Education/Certification/Designation

• Bachelor’s degree in actuarial science or equivalent
• Associate or fellow of the Society of Actuaries (SOA) and the Canadian Institute of Actuaries*

*Any education/certification/designation for these above would be considered as an asset

Competencies

· Follows safety procedures, information security instructions and Environmental, Social and Governance (ESG) principles to lead by example

· Develops solutions that aligns with customers’ expectations to increase satisfaction

· Shares timely information within and across functions to get things done effectively

· Collaborates with key internal stakeholders to enable higher productivity

· Makes informed and timely decisions to get things done

· Attention to detail and ensures proper follow ups

· Applies analytical thinking to make recommendations that pursue sustainable performance

· Deals with pressure and change by staying calm to quickly adapt to changes

· Fluently bilingual both written and verbal (English, French)

Technical Skills/Knowledge

· Knowledge of Microsoft Office : Excel, Word, PowerPoint and Outlook

About CN

CN is a world-class transportation leader and trade-enabler. Essential to the economy, to the customers, and to the communities it serves, CN safely transports more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year. As the only railroad connecting Canada’s Eastern and Western coasts with the Southern tip of the U.S. through a 19,500 mile rail network, CN and its affiliates have been contributing to community prosperity and sustainable trade since 1919. CN is committed to programs supporting social responsibility and environmental stewardship. At CN, we work as ONE TEAM, focused on safety, sustainability and our customers, providing operational and supply chain excellence to deliver results.

At CN, we are dedicated to building North America’s most and railroad, which includes reflecting the communities in which we operate. Research shows that candidates from underrepresented groups often don’t apply unless they feel they fit the job posting at 100%. Even if you don’t see yourself in every job requirement listed in a posting, we still encourage you to apply. If you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations), please reach out to our team at

As an equal employment opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, and other protected status as required by applicable law. We thank all applicants for their interest, however, only candidates under consideration will be contacted. Please monitor your email on a regular basis, as communication is primarily made through email.

Expected salary:

Location: Montreal, QC

Job date: Thu, 28 Sep 2023 06:15:12 GMT

Apply for the job now!

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