Top Benefits
About the role
End Date: October 18, 2025
At CAAT, we’re passionate about what we do. And it shows!
Here, you’ll 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 doesn’t just feel different at CAAT. It is different. We’re 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 we’re just getting started. Driven by core values and a shared purpose, we’re 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, we’d 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. We’re incredibly proud of our people and the remarkable impact they have as catalysts for change. We’re 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, you’ll 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: We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of ‘Canada’s Most Admired Corporate Cultures’, one of ‘Greater Toronto’s Top Employers’, and one of the ‘Best Places to Work’.
- Work that Truly Matters. You’re 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 www.caatpension.ca/careers
Diversity, 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 hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.
About CAAT Pension Plan
CAAT Pension Plan provides workplaces with lifetime retirement income plans for employees. We are an industry-leading innovator in helping more Canadian workplaces and their employees participate in a sustainable pension plan. Seen as one of the most successful plans in Canada, CAAT is highly respected for its successful investment program, pension management expertise and strong governance structure.
The CAAT Plan is funded at 124% with a funding reserve of $5.3B and $20.1B in assets under management as of January 1, 2024. We have 94,500 members in our Plan and 370 participating employers, and we’re growing!
What’s different about CAAT? We are a highly engaged team of passionate and dedicated professionals who believe in our mission to improve the financial security of our members in their retirement.
We are committed to our core belief in the power and efficiency of a jointly governed, multi-employer defined benefit pension plan.
We offer the pension benefits Canadians want and are more sustainable and efficient than single-employer pension plans.
We are award winning! We have been recognized as a top employer and recipient of: Greater Toronto’s Top Employers 2020, 2021, 2022, 2023, 2024 and 2025; Canada’s Most Admired Corporate Cultures 2020, 2021, 2022, and 2023; Kudos' Best Culture Leader 2021, 2022, 2023, and 2024; and Canadian HR Reporter’s Best Places to Work 2021 and 2024 and 5-Star Rewards & Recognition 2022 and 2023.
Our success is built on shared governance by members and employers, and its collective focus on benefit security, stable contributions, and fair treatment of all members.
With our DBplus pension plan design, we make it easy for employees and their employers to be part of a plan that provides secure lifetime pensions.
As CAATsters, we have fun together and give back to our community!
Top Benefits
About the role
End Date: October 18, 2025
At CAAT, we’re passionate about what we do. And it shows!
Here, you’ll 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 doesn’t just feel different at CAAT. It is different. We’re 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 we’re just getting started. Driven by core values and a shared purpose, we’re 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, we’d 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. We’re incredibly proud of our people and the remarkable impact they have as catalysts for change. We’re 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, you’ll 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: We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of ‘Canada’s Most Admired Corporate Cultures’, one of ‘Greater Toronto’s Top Employers’, and one of the ‘Best Places to Work’.
- Work that Truly Matters. You’re 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 www.caatpension.ca/careers
Diversity, 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 hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.
About CAAT Pension Plan
CAAT Pension Plan provides workplaces with lifetime retirement income plans for employees. We are an industry-leading innovator in helping more Canadian workplaces and their employees participate in a sustainable pension plan. Seen as one of the most successful plans in Canada, CAAT is highly respected for its successful investment program, pension management expertise and strong governance structure.
The CAAT Plan is funded at 124% with a funding reserve of $5.3B and $20.1B in assets under management as of January 1, 2024. We have 94,500 members in our Plan and 370 participating employers, and we’re growing!
What’s different about CAAT? We are a highly engaged team of passionate and dedicated professionals who believe in our mission to improve the financial security of our members in their retirement.
We are committed to our core belief in the power and efficiency of a jointly governed, multi-employer defined benefit pension plan.
We offer the pension benefits Canadians want and are more sustainable and efficient than single-employer pension plans.
We are award winning! We have been recognized as a top employer and recipient of: Greater Toronto’s Top Employers 2020, 2021, 2022, 2023, 2024 and 2025; Canada’s Most Admired Corporate Cultures 2020, 2021, 2022, and 2023; Kudos' Best Culture Leader 2021, 2022, 2023, and 2024; and Canadian HR Reporter’s Best Places to Work 2021 and 2024 and 5-Star Rewards & Recognition 2022 and 2023.
Our success is built on shared governance by members and employers, and its collective focus on benefit security, stable contributions, and fair treatment of all members.
With our DBplus pension plan design, we make it easy for employees and their employers to be part of a plan that provides secure lifetime pensions.
As CAATsters, we have fun together and give back to our community!