Retirement Analyst
Core
Data management, pricing support, market analysis, and insight generation for group retirement programs serving Indigenous organizations.
Role type
Group Retirement Analyst
Builds
Data-driven insights, reporting frameworks, and client-facing proposal materials for Indigenous communities.
Domain
Financial services / Group Retirement / Indigenous Solutions
Deliverable
Dashboards & analysis
Required skills
Data analysis, Advanced Excel, Data visualization (Power BI), AI tool usage, Pricing analysis, Report development
Preferred skills
Group retirement program knowledge, Proposal support, Client presentation
Technologies
Excel, Power BI, AI automation tools (Copilot)
Responsibilities
Maintain and validate client/member data across group retirement programs; Develop and maintain reporting frameworks and benchmarking models; Coordinate preparation and management of group retirement quote requests; Analyze plan performance and member behavior to identify improvement opportunities.
Seniority
Junior to Mid-level IC