Job Description
In this role, the right candidate will work as part of a project delivery team, analyzing and gathering requirements from existing clients, enhancing configurations, training, improving business processes, and ensuring overall client satisfaction.

As a liaison between our pension clients and our programing team, we are looking for individuals with the ability to work independently and collaboratively towards delivering effective and quality solutions that meet our client business needs.

You will have experience and working knowledge of Pension and Benefits, specifically Canadian Defined Benefit and or Defined Contribution pension plans.

Primarily looking for candidates with experience with pension plans and or a background in Actuarial Sciences.

Duties and Responsibilities: Responsible for analyzing customer requirements and the analysis of information/data.

Responsible for understanding the pension business needs of the client and identifying how best to meet those needs.

This includes working with the business and the technology areas to gather requirements for development and management.

The role leads the effort to analyze, validate and document the business and system requirements.

Acts as a bridge between the business and the IT groups and is accountable for a technology solution that supports the business request or opportunity and is based on the enterprise architecture.

Assists in designing, modifying and creating business processes that will be used to implement the business transformation solutions.

This is done through research and fact-finding combined with a basic understanding of applicable business processes, systems, and industry requirements.

Provides input to improve overall efficiency and processes.

Maintain a high level of client relationship management.

Act as liaison between clients,



other service providers and programmers to further develop and foster the client relationship.

Provide daily support to clients during system development and implementation, including telephone support / contact for clients.

Participate in regular client status meetings including assisting with status reports, meeting notes, etc. as determined by client's needs.

Manage multiple clients and tasks and prioritize work as required.

Send correspondence to clients.

Participate in upgrade or current implementation projects from beginning to end or parts of a major project.

This will include estimating and quoting work in conjunction with Programmers.

Participate in sessions with clients to collect business requirements (JAD).

Provide client training.

Analyze complex business and pension requirements, user requests for system modifications / enhancements or error corrections; propose possible solutions for review by Senior team member, and document solutions in functional specifications in conjunction with programmers.

Analyze plan documents and prepare and/or peer review specifications.

Draft release notes and update delivery documents.

Assist with monthly support and maintenance updates if required.

Follow CPAS standard practices and procedures in selecting methods and techniques for obtaining solutions and meeting deliverables.

Setup client and plan rules in CPAS v5 products with support
Ensure the system meets legislative compliance and accuracy standards.

Formulate quality assurance standards / programs for client installations.





Document and maintain problem logs.

Write comprehensive test plans as needed for upgrades / changes.

Test template application, custom work, defect fixes etc providing QA of the system.

Enter, update defects in the CPAS Quality system
Demonstrate a financial accountability to upselling and encourage clients to configure additional CPAS functions.

Contribute to the client invoicing process through timely, accurate and detailed tracking in the CPAS Quality system.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

We are an equal opportunity/affirmative action employer that believes everyone matters.

Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected].

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Skills and Requirements
- Advanced experience working with Pensions or Actuarial Science
-Strong understanding of Direct Contribution methods for canadian Pensions
-Strong requirements gathering experience
-Good understanding of technology/applications/SDLC
-Experience with reporting tools like Jira
-Excel proficiency

📌 Pension Business Analyst (North York)
🏢 Insight Global
📍 North York