Investment Analyst, Group Retirement

Job Description

INVES014839_2

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.

About The Role

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. This includes liaising with other internal team members & 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 WORK180 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 have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit

What's In It For You

NFP's PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

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

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other's passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we're dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it's in our offices, on a call, out in the field or anywhere you can find us in the world, we're starting the conversations that create a more secure future for everyone.

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.