- Hybrid Work
- Work-Life Balance
- Salary Bracket : $63 477 and $79k
Reporting directly to the National Director, Group Retirement, the Group Retirement Consultant will be primarily responsible for advising a portfolio of group retirement clients, including presenting governance and investment reports, leading employee sessions and providing ongoing customer service (questions, meetings, committees, etc.) as well as upkeeping relationships with business partners.
The candidate will also participate in the development of new group retirement businesses.
More specifically, the incumbent will be responsible:
- Make courtesy calls and visits to clients under his/her responsibility to maintain a privileged relationship and support them in the administration, governance and evolution of their group retirement programs;
- Collaborate with external brokers to maintain lasting relationships and support them in problem-solving and new business development;
- Coordinate the production of governance/investment reports within the stipulated deadlines, analyze and validate the information and present the reports to clients and pension committees;
- Explain and advise on the various group retirement plans available to clients and external advisors;
- Actively participate in the development of new group retirement business;
- Assist other consultants in business development and administrative and/or technical support;
- Coordinate the implementation and enrolment of new groups, as well as the transfer of existing groups, and follow up on requests for information;
- Collect all relevant information and forms for the sale and setup of a new group or a group transfer;
- Represent AGA Financial Group at conferences and seminars, participate in training sessions as a facilitator or resource person, and report on the event to the team;
- Gather market information on methods, products, procedures and other information likely to help AGA Financial Group improve the quality of its services while providing meaningful solutions;
- Actively participate in sales and SWAT meetings;
- Perform any other duties related to the position or delegated by his/her superior.
The ideal candidate will have the following qualifications:
- University level (bachelor’s degree) or equivalent with a minimum of five (5) to seven (7) years of experience in pension plans;
- Must hold a Group Annuity Licence (Quebec) or Life Licence Qualification Program (LLQP – outside Quebec);
- Strong knowledge of related legislation;
- Good command of the Microsoft Office suite, particularly Excel and Word;
- Good verbal and written communication skills in English, and French, an asset;
- Good interpersonal skills;
- Attention to detail and thoroughness;
- Ability to demonstrate judgment, integrity and honesty;
- Ability to meet deadlines and prioritize work.
- The candidate will be required to travel frequently, and a car with a valid driver’s license is essential;
- Good interpersonal skills;
- Ability to exercise good judgment, integrity and honesty;
- Ability to protect confidential information;
- Professionalism, resourcefulness and autonomy.
