Lead, Pension Modelling

At CAAT were passionate about what we do. And it shows!

Here youll find a cultural spark in everything we do from the way we partner with members and employers to the way we work collaborate and grow. It doesnt just feel different at CAAT. It is different. Were one of the fastest-growing pensions in the country for a reason. We challenge the status quo making a real impact on the hundreds of employers we serve from education institutions to major corporations and household brands. And were just getting started. Driven by core values and a shared purpose were fierce champions for better retirement security known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit wed love you to be a part of it.

About the Role:

The Lead Pension Modelling will develop and interpret analytical models comparing Defined Benefit (DB) and Capital Accumulation Plans (CAP) from both employer and employee perspectives. This role is crucial in helping stakeholders understand the financial implications benefit accrual patterns and long-term outcomes of different retirement plans.

Utilizing technical and actuarial expertise the Lead will translate complex modelling outputs into clear actionable insights for diverse audiences and collaborate with various teams to guide strategic pension decision-making and provide thought leadership on evolving retirement plan design.

As the newest member of our team you will:

• Lead the design and implementation of pension plan models in Excel R or Python comparing DB and CAP outcomes across demographics and scenarios.

• Evaluate and illustrate key pension metrics like benefit accruals retirement income adequacy and risk-sharing under different plan designs.

• Model CAP balances and retirement income under various investment strategies considering factors like contribution patterns and market volatility.

• Translate quantitative findings into clear deliverables for diverse audiences including presentations dashboards and reports.

• Design exhibits and summaries that highlight key insights in a visually intuitive and compelling way.

• Provide thought leadership on evolving pension design trends and communicate practical implications to stakeholders.

• Collaborate with multidisciplinary teams to deliver insights and guide strategic pension decision-making.

• Ensure model governance documentation and reproducibility in line with professional standards.

• Coach and mentor junior staff in modelling and data analysis by utilizing technical and actuarial expertise.

To succeed you will bring:

• Minimum 10 years of experience in pension consulting pension plan management or a related field with significant exposure to both DB and CAP plan design.

• Post-secondary degree in Actuarial Science Mathematics Statistics or a related discipline. Associate of the Society of Actuaries (ASA) or Fellow of the Society of Actuaries (FSA) designation required.

• Proven expertise in designing and managing pension models with advanced proficiency in Excel R and/or Python including experience with scenario analysis and stochastic modelling.

• Deep knowledge of Canadian pension legislation plan design principles and retirement income adequacy frameworks.

• Self-directed with strong analytical reasoning professional judgment and the ability to identify both limitations and strategic insights from models.

At CAAT we believe innovation passion and purpose are ingredients for a great work environment. Were incredibly proud of our people and the remarkable impact they have as catalysts for change. Were committed to attracting and keeping great talent which means competitive compensation exceptional benefits and an environment where people can grow and thrive. When you work with CAAT youll enjoy:

• Opportunities to Build a Better You: We never stand still. As we grow so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.
• Comprehensive & Holistic Care: Be at your best with a Total Rewards program that feeds and prioritizes your physical mental and financial wellness. From flexible work arrangements comprehensive benefits to wellness incentives and a defined benefit pension plan we have you covered.
• A Place to Collaborate and Win: Weve built a lively environment where creativity and open communication thrive. Its why were consistently recognized as one of Canadas Most Admired Corporate Cultures one of Greater Torontos Top Employers and one of the Best Places to Work.
• Work that Truly Matters. Youre giving Canadians the opportunity for better retirement security and organizations the chance to do more.
  

If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being then CAAT could be the right fit for you. Start your journey with us today. Apply now.

Learn more about us by visiting Equity Inclusion and Belonging (DEIB):

DEIB at CAAT means we respect and value the broadest range of experiences geographies gender ethnicities backgrounds and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best professional authentic selves to work.

CAAT Pension Plan is an equal opportunity employer and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities if requested. Should any applicant require accommodation through the application processes please contact us at or call Human Resources at for assistance.