Consulting Actuary - Retirement

Founded over 100 years ago, we help deliver on the promise of tomorrow...today. Our health, wealth, technology and consulting services allow us to deliver on the MANY needs of our clients by drawing on our strength, DIVERSITY, and experiences in creating outcomes. This means we meet our clients where they are in the creation of their future while being respectfully bold in providing practical solutions to new realities. We honor our commitments and leave things better than when we started. We are a team of difference makers in global locations that have each other's backs working together as a team.

Gallagher manages an important portfolio of Individual Pension Plans (IPPs). In addition to working on regular defined benefit pension plan consulting, the Consulting Actuary will play a key role in managing this block of business and the relationships with our “Distributor Partners”. This position can be located in our Mississauga or Montreal offices or be virtual.

A Consulting Actuary is expected to be a leader and role model within Gallagher. An important aspect of this leadership is to be well respected by peers, subordinates, superiors, and clients---across lines of business and geographies. Consulting Actuaries also demonstrate ownership in the success of the firm through behaviors and activities such as:

• Contributing to building recognition for Gallagher and for the Wealth practice in the market, positioning the firm for revenue growth;
• Demonstrating insightful thinking by delivering relevant ideas and practical, real-world solutions to our clients, leading to utilization of Wealth resources;
• Demonstrating leadership, innovation, and collaboration internally as well as with Gallagher’s clients and prospects.
• Reviews and signs IPP and regular DB valuation reports
• Supervises the production of the IPP annual administration tasks
• Participates in meetings with our Distributor Partners
• Participates in conference calls with investment advisors, clients and accountants to support the sale of IPPs
• Participates in developing creative, strategic and proactive advice for clients
• Prepares and adheres to schedules and budgets resulting in on-time, profitable projects
• Delegates work to junior staff
• Organizes client meetings to gather information and to develop strategies
• Consistently seeks to improve the level of service and capabilities for clients
• Demonstrates ability to market Gallagher products and improve business relationships with existing and prospective clients using cross-selling and other marketing techniques
• Maintains working relationship across all Gallagher lines of business
• Identifies revenue opportunities with clients and prospects and lends support in closing opportunities
• Managing multiple client accounts and engagements, including the successful development and delivery of business-driven solutions and services for our clients
• Contribute to the revenue growth and financial performance of the Wealth Practice
• Building market recognition (examples may include: speaking engagements, panel discussions or webcasts, professional involvement, supporting others in these efforts, or supporting sales and marketing campaigns)

• Fellow of the Canadian Institute of Actuaries
• Thorough and current knowledge of provincial and federal pension legislation and the Income Tax Act and regulations
• Proficient in valuation software and standard PC based tools and software
• Thorough knowledge of CIA professional standards and current on relevant exposure drafts and emerging issues from the CIA
• Thorough and current knowledge of Canadian, US and International accounting standards for pension plans and other post-retirement benefits
• Highly developed written and spoken communication and negotiation skills
• Ability to manage multiple priorities effectively; demonstrated leadership, project management and client management skills
• Bilingual, English and French
• You must be an agile and hungry fighter with a strong optimistic outlook and demonstrated ability to:

• Be passionate, determined and resilient with a positive “can do” attitude
• Collaborate with internal stakeholders to achieve “win / win” solutions
• Communicate with and influence all levels of executives and client management
• Adapt to a variety of client styles and cultures to create trusted relationships
• Operate with a sense of urgency and commitment to your clients and your teams

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Flexible medical & dental coverage to meet your household's needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan

Other benefits include:

• Educational expense reimbursement
• Employee assistance programs
• Discounted gym membership (GoodLife Fitness)
• Opportunity for flexible work arrangements
• Paid sick days & personal days
• Employee education recognition program
• Employee referral bonus program

We value inclusion and diversity

Click Here to review our Canada Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Artificial intelligence (AI) is not used to screen, assess or select applications for a position within Gallagher. Gallagher’s AI tool is used to assist in collecting information from the candidate, ask screening questions, and schedule interviews. However, the AI tool does not make any decisions with respect to any of the information, other than identifying candidates who may meet certain pre-determined qualifications.