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Director, Pension Solutions

Virtual Req #15
November 25, 2019
Are you passionate about helping people retire with greater financial security? Do you thrive working in a fast-paced environment in a growing organization? Want to work with a dynamic and highly engaged team of talented professionals who are making a difference?
We are seeking exceptional candidates who are collaborative, thrive in engaging and dynamic work cultures and who are committed to expanding access to defined benefit pensions programs across Canada.

We have an exciting opportunity for an experienced Director, Pension Solutions (Business Development) to promote CAAT Pension Plan’s modern defined benefit plan (DBplus). You will be leading initiatives to partner with interested organizations, unions, and Boards in support of the Plan’s Growing Membership Strategy.  This highly collaborative, solution-focused pension expert will bring their formal marketing and client relationship background to the development of broad stakeholder relationships resulting in mergers and conversions into the CAAT Pension Plan’s DBplus design.

The successful candidate will have technical experience in the following key areas:
  • Progressive experience in the pension industry with working knowledge on actuarial valuation, regulatory and pension plan policy along with a minimum of fifteen (15) years in a client relationship management or business development leadership role.
  • Exceptional thought leader, engaging, professional and innovative, with a keen interest to provide guidance to potential organizations, unions, and Boards. An engaging speaker and subject matter expert in the pension industry with demonstrated success establishing of strong working relationships at all levels of organizations and related stakeholder groups.  
  • Demonstrated record of success in guiding stakeholders through complex merger and regulatory challenges.  
  • Providing support and leadership on relevant legislation and Income Tax Act provisions and acting as an escalation point on new business development matters.
  • The ability to lead end to end business development (growth) activities from initial client communication, engagement, needs assessments and product education, through to the successful onboarding of new members, ensuring their unique requirements and experience are always top of mind.   
A University Degree, ideally a Fellow of the Society of Actuaries along with twenty (20) or more years of experience in the pension industry and at least fifteen (15) years of direct client relationship management with the demonstrated ability to grow and develop strategic and critical relationships is required.  Sound judgement and the ability to build strong working relationships within teams and with Plan stakeholders. Previous experience within jointly-sponsored, other multi-employer pension or multi-jurisdiction pension plans is preferred.
What does CAAT offer you and what should you know about us?
  • We received the Innovation Award in Plan Design and Reform at the Pensions & Investments' 2018 World Pension Summit
  • We also received the Pension Performance Award at the Benefits Canada 2018 Workplace Benefits Awards
  • We also received an IABC Gold Quill Award of Excellence for the ROM merger
  • We provide a flexible and friendly work environment, a comprehensive health and dental benefits package, life insurance, and a Goodlife fitness membership
  • We offer support for your career development goals
  • We are conveniently located at the Eaton Center in downtown Toronto with ready access to the subway and PATH systems
If you are interested in this opportunity, please submit your application by selecting "Apply Now."

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We recruit and select the most qualified candidates, and thank all applicants for their interest. CAAT Pension Plan is an equal opportunity employer that supports abilities and diversity of all kinds. If you require accommodation during the recruiting and selection process, please contact us at

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  • Pay Type Salary