Pension Plan Specialist

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: Hybrid (needs to be 2 days/week in office)

As a member of the Payout Annuity Team, the incumbent will be responsible for the successful implementation of new plans and plan changes related to Defined Benefit (DB) Plans for Group Retirement Services. The incumbent will work in partnership with the DB Solutions Team to support various services related to group annuity purchase.

What will you do:

• Review and analyse quotes, plan rules and data to ensure that information is complete and accurate.

• Manage all aspect of the data upload to the source system to on board all plan members.

• Work with internal partners to issue welcome packages to all plan members.

• Document plan rules and other information needed for proper plan administration on a day-to-day basis.

• Act as Subject Matter Expert on the administration of Defined benefit plans

• Provide support to the Payout Annuity Team on plan rules and other complex matters.

• Take part in the various quality control and audit processes.

• Support the knowledge management duties related to deferred annuities

What do you need to succeed:

• University degree in actuarial science or related field of study

• Minimum of 5 years of experience in Defined Benefits or Group Retirement Services

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

• Expertise in working with large volume of data in Microsoft Excel

• Excellent customer service skills

• Analytical and problem solving skills

• Organizational skills and ability to prioritize in order to achieve tight delivery dates

• Ability to work in a team environment with minimum supervision

What’s in it for you:

• Our commitment to talent development

• Comprehensive training programs from the start of employment and ongoing coaching to set you up for success

• Our complete benefits package starting your first day

• Collaborative environment where you are encouraged to share your ideas

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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