Pension Specialist

Close Date: 02/02/2026
Company: CLIC 
Department: Individual Insurance and Wealth Management
Employment Type: Regular Full-Time 
Work Model: Hybrid 
Language: English is required, French is an asset
Job Grade: 4
Hiring Manager:  Kerrie Moore
Referral Award: No
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Individual Insurance, Individual Wealth Management, and Group Retirement & Savings teams deliver products and services that provide financial security to Canadians. Along with our distribution partners, we help our clients with some of their most important needs: protecting their families’ lifestyle in the event of a death, disability or illness; reaching their saving goals; and building a secure and comfortable retirement. We operate with a high level of trust, integrity, and inclusivity to produce positive impacts for all our stakeholders.

The Pension Specialist is responsible for supporting and mentoring junior members of the team, handling escalations from Plan Sponsors and Members and ensuring processes are being followed and enhanced for efficiency. This role will also ensure that business is being administered in compliance with regulatory requirements and strives to provide exceptional service to our clients and plan member.

How you will create impact:

• Perform administration of Group Retirement Plans, including Defined Contribution (DC) and Defined Benefit (DB), Deferred Salary Leave Plans (DSLP), Self-Funded Leave Plans (SFLP) and other employer-sponsored retirement plans.


• Handle escalations and resolve complex issues related to administration and compliance.


• Interpret and apply regulatory guidelines to maintain compliance with governing bodies.


• Assist in system testing, implementation of new policies and special projects providing subject matter expertise as required.


• Provides support on a variety of technical tasks, finance outages, system updates, tax reporting and updating and working with tax specialist on escalations.


• Act as a senior point of contact for plan sponsors, advisors and internal teams on plan matters.

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.


• You leverage critical thinking skills to identify problems and proactively propose solutions.


• Your strong communication skills allow you to clearly convey messages.


• You’re an effective team player who shares knowledge to support your peers.

To join our team:

• 3 – 5 years of experience in the Wealth industry with strong understanding of retirement plan administration and pension legislation.


• Excellent communication skills


• Ability to manage multiple priorities in a fast-paced environment


• Demonstrated interpersonal skills and the ability to establish effective working relationships with team members as well as both internal and external stakeholders.

What you need to know:

• You will travel regularly. 


• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you? 

• Training and development opportunities to grow your career.


• Flexible work options and paid time off to support your personal and family needs.


• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.


• Paid volunteer days to give back to your community.


• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.