Business Line: Group Retirement
Hours Per Week: 35 (Full-Time)
Location: Ontario – Any Location - Hybrid or Remote (https://www.nfp.ca/about-nfp/find-an-office)
Job Details: Full-Time, Permanent Position, Current Vacancy
Wage Transparency: The base salary range for this position is $70,000 to $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
About the Role
We’re looking for an Investment Analyst who will join as a key member of the group retirement team. The successful candidate will work autonomously and in collaboration with consultants and account managers to service the retirement block of the business. This includes liaising with other internal team members & carrier stakeholders.
What You'll Do
- Investment Analysis & Reporting
- Utilize Morningstar Direct and Excel to prepare quarterly and annual investment review reports.
- Analyze fund performance, risk metrics, and benchmark comparisons.
- Identify trends and provide actionable insights for plan sponsors and committees.
- Data Management
- Collaborate with insurance carriers to gather and validate investment data, including fund lineups, performance, and fees.
- Maintain accurate records of fund changes and updates.
- Governance & Committee Support
- Participate in Investment Committee meetings, sharing insights and recommendations.
- Prepare meeting materials, including fund performance summaries and market commentary.
- Research & Market Monitoring
- Monitor market trends, economic indicators, and regulatory changes impacting investment options.
- Conduct research on new funds or strategies for potential inclusion in plan lineups.
- Stakeholder Collaboration
- Work closely with internal teams to support client deliverables.
- Support Financial Planner and Sales teams – includes building client reports, reviewing and validating materials, and preparing presentations as needed
What you Bring
- Experience working with Morningstar software required
- 1+ year of work experience in the group insurance industry specifically in group retirement services.
- Strong oral and written communication skills, including business writing skills
- Ability to manage projects and teammates
- Exceptional attention to detail including strong organizational skills and the ability to prioritize/manage workload under pressure with tight deadlines
- Ability to work autonomously but also able to collaborate well with team
- Strong decision-making, problem-solving and analytical skills
- Strong working knowledge of Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)
- Familiarity with AI-enabled tools used to enhance reporting, automate routine tasks, and improve workflow efficiency
- LLQP and/or CSC designation are not required but considered an asset
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https://nfp.ca
What’s In It For You
NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
- A hybrid environment approach that keeps the best interests of our staff and our clients in mind
- Annual bonus plan for all employees
- Matching RRSP plan of 5% of salary
- Referral Commission Plan
- Generous benefits plan including Health Care Spending Account starting on the first day of employment
- Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
- Reimbursement of license fees and professional membership dues
- A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration
Our employees are the foundation of our success.
NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.
Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.
Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.
Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.
Accommodations are available on request for candidates taking part in all aspects of the selection process.
Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.
