Posted 2 months ago
Retirement Analyst
@ Owen & Associates
Collingwood, Ontario
Overview
Owen & Associates is hiring a full-time Retirement Analyst in Collingwood, ON, on a hybrid basis with remote arrangements possible. The role supports retirement plan reporting, benchmarking, fund reviews and consultant projects through data analysis. Salary is $60,000 to $70,000 per year.
Pay:
$60,000–$70,000 a year
Responsibilities:
- Prepare retirement plan reports with the Retirement Practice Lead
- Analyze plan data to identify trends and opportunities
- Conduct benchmarking studies of plan design and fees
- Analyze investment fund performance and prepare fund reviews
- Support consultants with client presentations
Requirements summary:
- Analytical, research, reporting or financial services experience
- Interest in retirement programs and investment concepts
- Advanced Excel proficiency with financial models
- CEBS, RPA, CFA, CSC or other relevant designation an asset
- Successful background check
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · bamboohr
- Employer posting date
- 2026-08-24
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Finance & accounting |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CEBS, RPA, CFA, CSC |
| Background checks | criminal record |
| Perks mentioned | Retirement plan, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Owen & Associates
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Local Service. Global Perspective.
Full company description
Michael T. Owen & Associates Inc. was established with a view to bringing a total solutions concept to the employee benefits needs of the business community. Our philosophy is customer centred. We place our customers and their needs first. Our mission is to: Deliver efficient and cost effective program administration; Provide independent and objective assessment of the ability of the carrier to deliver to the satisfaction of the customer. Apply individual and group solutions to the unique circumstances of the customer recognizing particularly the needs of the executive. Understand the interrelationships that exist between the clients insurance programs and how changes in one area impact others. We focus on developing solutions with our clients through a consultative process. As we act on behalf of our clients, our advice is independent and objective. We are not affiliated with any insurance company or benefit provider. We are solely accountable to our clients.
- LinkedIn followers
- 1,077
- People associated on LinkedIn
- 60
- Reported office locations
- Suite 107, 208 Evans Ave., Toronto, ON M8Z 1J7, CA
- Suite 301, 391 First St., Collingwood, ON L9Y 1B3, CA
- Other recorded names
- Owen & Associates
- Profile identifies a recruitment agency
- No
Michael T. Owen & Associates Inc. was established with a view to bringing a total solutions concept to the employee benefits needs of the business community. Our philosophy is customer centred. We place our customers and their needs first. Our mission is to: Deliver efficient and cost effective program administration; Provide independent and objective assessment of the ability of the carrier to deliver to the…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 11-50 employees |
| Headquarters | Toronto, ON |
| Organization type | Privately Held |
| Open jobs on Jobsy | 1 |
| View page |
Collingwood, ON | Hybrid preferred, remote arrangements may be considered
Salary: $60,000 - $70,000 per year
Who We Are
Owen & Associates is a people-first advisory firm specializing in employee benefits, retirement solutions, and plan administration. Our purpose is to take care of people, and we bring that to life through trusted guidance for organizations of all sizes, including some of the world’s most recognized technology companies. With over 30 years of success and a team of more than 60 employees across Canada, we continue to grow year after year, driven by our people, our expertise, and our collaborative culture.
Learn more at: https://owenandassoc.com
The Opportunity
We're looking for a detail-oriented Retirement Analyst to support our Retirement Consulting team. This role is ideal for someone who enjoys working with data, identifying trends, creating meaningful reports, and helping consultants deliver valuable insights to clients.
In this role, you'll support retirement plan reporting, investment fund reviews, benchmarking studies, client presentations, and consultant projects. You'll help turn information into clear, practical insights that support strong client outcomes.
What You'll Be Doing
Retirement Plan Reporting & Analysis
- Prepare retirement plan reports with support from the Retirement Practice Lead.
- Collect, validate, and analyze retirement plan data to identify key insights, trends, and opportunities.
- Assist with CAP governance reviews, reporting, and related client deliverables.
Benchmarking & Market Research
- Conduct retirement plan benchmarking studies, including comparisons of plan design, fees, investment options, and market practices.
- Research industry trends, investment markets, retirement plan developments, and legislative or regulatory updates.
Fund Reviews & Consultant Support
- Analyze investment fund performance and prepare fund review materials.
- Support consultants with client presentations, meeting preparation, and follow-up materials.
- Complete ad hoc analysis and special projects as assigned.
Tools, Templates & Process Support
- Maintain reporting templates, databases, benchmarking tools, and internal resources to support consistent, high-quality client work.
You'll Thrive in This Role If You...
- Think Analytically by identifying trends, patterns, and opportunities within data.
- Take Initiative by anticipating needs, identifying issues early, and bringing solutions forward.
- Apply Strong Technical Skills to analyze information and produce meaningful insights.
- Focus on Quality, delivering accurate, professional, and client-ready work on time.
- Communicate Clearly by turning complex information into practical recommendations.
- Support Others' Success by building trust through responsive, high-quality support.
Qualifications
- Experience in an analytical, research, reporting, or financial services role, with an interest in retirement programs and investment concepts. Experience supporting clients or working in a consulting environment is considered an asset.
- Advanced proficiency in Excel, including formulas, working with large datasets, data validation, and financial models.
- CEBS, RPA, CFA, CSC, or other relevant education or designation is considered an asset.
- Must successfully complete a background check.
Why Join Owen & Associates
At Owen & Associates, we're proud of the culture we've built, one that is collaborative, supportive, and focused on continuous growth.
You can expect:
- A collaborative, team-first environment where knowledge is shared and success is collective.
- A positive and professional workplace atmosphere that values respect, accountability, and strong relationships.
- A community-driven culture with opportunities to participate in charitable initiatives and team events.
- Ongoing learning and development opportunities to support your growth and long-term career progression.
- Exposure to meaningful work and the opportunity to contribute to high-quality client outcomes.
We also offer a competitive total rewards package, including benefits, retirement savings programs, and programs that support employee well-being and ongoing professional development. For job-related education, we cover the cost and provide a completion bonus to recognize your achievement.
Additional Information
This job posting is for an existing vacancy.
Artificial Intelligence (AI) and job-related assessments may be used to assist in screening applications; all employment decisions involve human review.
Equal Opportunity & Accessibility
Owen & Associates is committed to an inclusive and accessible workplace. We welcome applications from all qualified individuals. Accommodations are available upon request throughout the recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).
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