Investment Specialist, Group Retirement

Business Line :
Group Retirement

Hours Per Week : 35 (Full-Time)

Location :
Ontario – Any Location – Hybrid or Remote

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.

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, including liaising with other internal team members and 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 WORK
180 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 has created long‑lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations.

What’s In It For You

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

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.

#J-18808-Ljbffr