Consultant, wealth


About Us: Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 45,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

As a member of our benefits and HR consulting team, you’ll help our clients employers of all sizes, across all industries build workplaces that work better. Overview: Buck, a Gallagher company, is an integrated HR, pensions, and employee benefits consulting, technology, and administration services firm. Founded more than 100 years ago as an actuarial consultancy committed to establishing sound retirement plans, we’ve evolved to serve HR departments and trustees across the health, wealth, and career spectrum. Responsibilities: As a Senior Actuarial Analyst, the person will work with the consulting actuaries to • Collect and reconcile pension plan membership data • Calculate pension benefits based on an understanding of the pension plan documents and understanding pension plan provisions • Prepare various member benefit statements • Manage client projects including ProVal actuarial valuations and ongoing administration reporting • Write reports, letters, emails and other correspondence to clients • Understand pension legislation and regulations • Deliver special projects, as required As an Individual pension Plan (“IPP”) consultant, the person will work with the IPP Team to • Peer review IPP registration packages • Peer review and sign IPP actuarial valuation reports • Peer review IPP plan amendments • Participate to IPP consulting calls with investment advisors, IPP clients and accountants • Maintain great working relationships with teammates and clients Qualifications: University degree in actuarial science or related 5 years of experience in a pension consulting and pension administration environment Recent or about to become Fellow of the Canadian Institute of Actuaries Proficient with MS Office tools Result-oriented with a career objectives Focused on client needs Possessing great average oral and written communication skills and planning, organizing, problem-solving and decision-making skills Bilingual (French) is an asset, but not a requirement Behaviors: Strong critical thinking and problem solving skills.

Ability to build strong business partner relationships. Excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.



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