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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong expertise in analyzing and improving operational processes within the Canadian retirement industry, leveraging data trends and stakeholder engagement to drive change initiatives. Bilingual communication skills in French and English enhance collaboration across diverse teams and client interactions.
Highest-signal resume keywords
Canadian Retirement Industry KnowledgeChange Initiative LeadershipData Analysis and Trend IdentificationInfluencing and Negotiation SkillsBilingual Communication (French and English)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Workflow AnalysisOperational Process ImprovementBusiness Issue DocumentationMetrics DevelopmentRisk AssessmentStrategic Initiative PlanningTrend Data AnalysisChange ManagementProcess OptimizationCustomer Lifecycle Understanding
Soft Skills
Excellent CommunicationPresentation SkillsAdaptabilityCreative MindsetCollaboration
Certifications & Qualifications
University Degree
Industry Keywords
Pension IndustryOperational OutcomesStakeholder EngagementOrganizational StructureEmerging Business Challenges
About the role
Key responsibilities & impact- Collaborate with the Member Services team and other business areas to identify opportunities to improve workflows, processes, and operational outcomes
- Research, analyze, and document business issues related to workflow procedures, operational processes, trend data, risks, and emerging business challenges
- Lead strategic and tactical initiatives, ensuring operational benefits are defined, measured, and realized
- Develop and manage integrated initiative plans, including metrics, success criteria, deliverables, priorities, and alignment with leadership objectives
- Analyze data and trends to identify business issues, early risk indicators, and opportunities to improve processes or customer outcomes
- Coordinate efforts across impacted business areas and functions to ensure initiatives are fully integrated
- Communicate and present findings to leadership and stakeholders, including operational impacts, risks, opportunities, and recommended solutions
- Influence partners to support change and adopt improved ways of working
- Lead change within teams by fostering awareness, alignment, and a clear vision for process optimization and experience excellence
- Prioritize and reprioritize initiative deliverables according to business needs, changing priorities, and leadership expectations
Requirements
What you’ll need- University degree
- 7 to 10 years of experience in the Canadian retirement/pension industry
- Strong knowledge of the Canadian retirement business, including organizational structure, technologies, processes, customer lifecycle, and industry landscape
- Bilingualism (French and English) is considered an asset; the successful candidate may be required to communicate in both languages to support clients across multiple provinces outside Quebec
- Proven ability to research, analyze, and document business issues related to workflows, procedures, processes, data trends, risks, and operational impacts
- Experience leading or supporting change initiatives with strategic and tactical business impact
- Strong influencing and negotiation skills to meet initiative deadlines and achieve desired outcomes
- Ability to analyze trends and identify early indicators of risk, issues, or improvement opportunities
- Excellent communication and presentation skills, with the ability to engage leadership and stakeholders and clearly communicate findings and operational impacts
- Demonstrated ability to adapt quickly, shift priorities, and work effectively in a changing environment
- Creative and innovative mindset with the ability to challenge the status quo and drive meaningful change
- Strong understanding of how to implement change in a complex business environment, including assessing and communicating impacts
- Proven ability to lead change initiatives and simplify complex ideas for diverse audiences
- Strong internal network across all organizational levels, with the ability to collaborate effectively with business units and functional teams
- Demonstrated ability to motivate partners, build awareness, and influence teams to adopt new ways of working
Benefits
Comp & perks- Learning and development opportunities
- Flexible environment supporting well-being and inclusion
- Incentive programs and incentive compensation tied to business and individual performance
- Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension and a global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Reasonable accommodation during the application process