Managing Consultant, Group Retirement Services

7 days ago


Old Toronto, Ontario, Canada People Corporation Full time

People Corporation is growing and we are looking for an individual to join our Group Retirement Solutions team as a Managing Consultant based in the Greater Toronto Area. We are adding a Managing Consultant to our growing Group Retirement Solutions team to continue to drive our rapid growth and provide exceptional support to our clients.

You will support business growth and client retention through your knowledge of group retirement solutions and your ability to build strong client relationships. You should be committed to providing a positive memorable customer service and excited to be a part of growing and dynamic team.

Key Responsibilities:

  • Maintain relationships and deliver pro-active consulting services to an assigned block of clients including responding to general and technical questions regarding plan design, legislative requirements and a good working knowledge of investments, governance and taxation
  • Maintain high client retention rate through the development of strong relationships and providing excellent client service and solutions
  • Able to research answers and provide guidance to clients where needed
  • Participate in finalist meetings to support the new business acquisition process
  • Implement and provide on-going servicing of GRS clients
  • Expand and maintain existing block of business and present solutions to clients
  • Take part in transitioning new business acquisitions to the ongoing management service model
  • Assist in preparing meeting materials for clients and following up with comprehensive meeting minutes and the execution of action items
  • Develop and maintain a strong governance model for retirement clients
  • Prioritize workflow with competing client deliverables
  • Work closely and in coordination with other team members to provide exceptional service and solutions for clients
  • Strategize, coordinate and/or develop & deliver member education materials and presentations
  • Develop/approve employee communication for plan sponsors to communicate changes to their employees
  • Research, write, deliver, and support the Financial Wellness solution for plan sponsors and plan members
  • Lead & contribute to ad hoc projects to enhance client experience
  • Provide expertise and support within the team and with partner firms to meet overall objectives
  • Assist in educating and training team members towards building an overall stronger team
  • Develop and maintain professional and technical knowledge and industry trends by attending education workshops and keep up to date with publications and the competitive landscape

Preferred Experience & Skill Set:

  • Minimum 5 - 7 years' relevant experience in the retirement or pension industry with proven ability to build strong business relationships ideally in client facing and advisory position
  • You are solutions oriented and proactively identify business solutions for complex needs and issues
  • Exceptional business and financial acumen
  • Professionalism in internal and external communications
  • Excellent interpersonal, oral, written and presentation skills
  • Excellent time management skills
  • Outstanding team player but able to work independently to find solutions
  • Undergraduate degree in business or a related field
  • RPA, CEBS designation considered and asset
  • Life licensed, or willingness to complete
  • Willingness to travel as needed
  • Access to a car and a valid driver's license
  • Proficiency in French is an asset
  • A willingness to have fun with the team, be adaptive to change, a desire for new challenges in a growth-oriented organization, and a passion for the client experience is mandatory
What's in it for you:
  • Learn by working alongside our experts
  • Extended health care and dental benefits
  • A retirement savings plan with company contributions
  • A suite of Health & Wellness offerings
  • Mental Health programs and support for you and your family
  • Assistance for the completion of industry designations
  • Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to

#LI-HYBRID

#J-18808-Ljbffr

  • Old Toronto, Ontario, Canada People Corporation Full time

    People Corporation is growing and we are looking for an individual to join our Group Retirement Solutions team as a Managing Consultant based in the Greater Toronto Area. We are adding a Managing Consultant to our growing Group Retirement Solutions team to continue to drive our rapid growth and pro


  • Old Toronto, Ontario, Canada People Corporation Full time

    People Corporation is expanding its team and currently seeks an enthusiastic individual to join the Group Retirement Solutions team as a Managing Consultant located in the Greater Toronto Area. As a Managing Consultant, you will play a vital role in driving the team's growth and providing top-notch support to our clients.You'll be responsible for fostering...


  • Toronto, Ontario, Canada People Corporation Full time

    Job Description People Corporation is growing and we are looking for an individual to join our Group Retirement Solutions team as a Managing Consultant based in the Greater Toronto Area. We are adding a Managing Consultant to our growing Group Retirement Solutions team to continue to drive our rapid growth and provide exceptional support to our clients....


  • Toronto, Ontario, Canada WTW Full time

    Given the size and complexity of our client portfolio, you will have the opportunity to support diverse projects related to mergers & acquisitions, asset liability studies, forecasting, plan mergers, annuity purchases and other special projects by tapping into our industry leading thought leadership and technology.Depending on the size and complexity of a...


  • Toronto, Ontario, Canada Canada Life Full time

    Job Description We are looking for a Investment & Retirement Consultant. Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. If you...


  • Toronto, Ontario, Canada Aon Corporation Full time

    Posting Description:Bilingual Retirement Consultant - Health SolutionsAre you an advisor who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you.Aon is currently recruiting a Retirement Consultant to join our growing Small & Medium Enterprise (SME) team.This is...


  • Toronto, Ontario, Canada Mercer Full time

    At Mercer, we're creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome...


  • Toronto, Ontario, Canada People Corporation Full time

    At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees,...


  • Toronto, Ontario, Canada Purves Redmond Full time

    Group Benefits Services:PRL is a privately held, Canadian owned, innovative and entrepreneurial insurance brokerage and consulting firm with offices in Toronto, Vancouver and Montreal. To help support our continued growth, we have an exciting opportunity for a Consultant in the Toronto office of our Group Benefits Services division.Role Description:Key...


  • Toronto, Ontario, Canada Sunwing Vacations Group Full time

    About Us:The Opportunity:Are you seeking a fun, passionate, travel, destination wedding-loving team? We are looking for a Travel Consultant, to join us in making destination wedding and vacation dreams come true. As the Travel Consultant, you will work with group travel bookings, and generate customer loyalty through excellent customer service, efficiency,...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...


  • Toronto, Ontario, Canada Canada Life Assurance Company Full time

    Job Description:As a member of our National Implementation Team, you will provide administrative support to the group retirement client services team. The Service Support Associate is organized, detail-orientated and experienced with Microsoft's programs. This role provides critical support to our service team and helps to deliver a high-level client...


  • Toronto, Ontario, Canada Mercer Full time

    At Mercer, we're creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here....


  • Toronto, Ontario, Canada Mercer Full time

    At Mercer, we're creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here....


  • Toronto, Ontario, Canada Mercer Full time

    At Mercer, we're creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here....


  • Toronto, Ontario, Canada People Corporation Full time

    Job Description At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses...


  • Toronto, Ontario, Canada Desjardins Group Full time

    As a Senior Underwriting Consultant, Group Benefits, you will work with the Group Underwriting team to ensure to achieve our financial targets on the group health, life and disability income lines of business. You lead development of renewals and quotes that are complex and innovative. Your initiatives require extensive knowledge of your specialty area. You...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.If you are a self-motivated sales...


  • Toronto, Ontario, Canada People Corporation Full time

    We are seeking a Managing Consultant to join our team in the Toronto/GTA region. The Managing Consultant's primary responsibility will be to retain and grow relationships for an assigned block of group benefits clients. They will be committed to understanding our client needs and work in collaboration with supporting teams to unlock opportunities to...


  • Toronto, Ontario, Canada Retirement Homes Regulatory Authority Full time

    Position: Specialist, Retirement Home Safety Response Location: Hybrid – Head office in Toronto, ONStatus: Full-time, Permanent Salary: Base salary around $80,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario's...