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Managing Consultant, Group Retirement Services
3 months ago
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 business growth and client retention by leveraging your expertise in group retirement solutions and establishing solid client relationships. We're looking for someone who is dedicated to delivering outstanding customer service and is excited to be part of our dynamic and evolving team.
Key Responsibilities:
- Maintain client relationships and offer proactive consulting services, addressing inquiries related to plan design, legal requirements, investments, governance, and taxation
- Enhance client retention through strong relationship development and top-tier service delivery
- Conduct research to provide clients with guidance as needed
- Participate in finalist meetings to support new business acquisition
- Implement and service Group Retirement Solutions clients
- Expand and manage existing business while presenting tailored solutions to clients
- Support the transition of new business acquisitions to ongoing management
- Prepare meeting materials, comprehensive meeting minutes, and follow up on action items
- Establish a robust governance model for retirement clients
- Prioritize tasks effectively when faced with competing client demands
- Collaborate closely with team members to ensure exceptional service delivery
- Develop and deliver member education materials and presentations
- Compose employee communications to inform plan sponsors of changes
- Provide support for the Financial Wellness solution for plan sponsors and members
- Lead and contribute to projects enhancing the client experience
- Offer expertise and assistance to meet set objectives
- Support team education and training for overall team enhancement
- Maintain professional and technical knowledge by attending workshops and staying abreast of industry trends
Preferred Experience & Skill Set:
- 5 - 7 years' experience in retirement or pension industry with a proven track record in building strong business relationships, ideally in client-facing and advisory roles
- Solution-oriented with the ability to identify business solutions for complex needs
- Excellent business and financial acumen
- Strong interpersonal, written, and presentation skills
- Superb time management abilities
- Effective team player while also capable of working independently
- Undergraduate degree in business or related field
- Consideration given to RPA, CEBS designation
- Life licensed, or willingness to obtain
- Williness to travel as required
- Proficiency in French is an asset
- Positive attitude towards team collaboration, adaptability to change, and passion for client experience
- Opportunity to learn alongside industry experts
- Comprehensive health care and dental benefits
- Retirement savings plan with company contributions
- Health & Wellness programs
- Mental Health support for you and your family
- Assistance in obtaining industry designations
- Competitive salary package
At People Corporation, we are dedicated to supporting businesses across Canada. As a leading provider of benefits, retirement, wealth, wellness, and human resource solutions, we cater to over 20,000 clients, serving nearly 3 million Canadians. Our tailored solutions are crafted to meet the diverse needs of businesses, employees, and stakeholders.
We are committed to fostering an inclusive and supportive environment where all employees and clients are valued. Our aim is to build a workforce that mirrors the diversity of our communities and provides opportunities for every individual to thrive. Should you require any accommodations or alternative formats, please contact us.
