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Consultant (Pension & Retirement Consulting) - Hybrid

3 months ago

Cambridge, Canada Cowan Insurance Group Full time

The Consultant (Pension & Retirement Consulting) will report directly to the Principal Consultant & Practice Lead. The successful candidate will manage a block of clients to ensure high levels of client satisfaction and retention. This role will be to consult and partner with our clients on their employee retirement programs.

What you will do:

  • Manage relationships with key clients to ensure high levels of client satisfaction and retention and identify opportunities for growth.
  • Work with other teams at Cowan to contribute towards the overall growth strategy.
  • Provide your block of clients with their annual plan reviews, marketing, plan member communication strategies and other projects.
  • Collaborate with and mentor other team members to help them thrive and grow.
  • Be supported by colleagues who will assist with the servicing of these client relationships.
  • This will include support of their annual plan reviews, investment reviews, marketing, plan member communication strategies and other projects.

What you will bring:

  • Knowledgeable about the retirement industry with a minimum of 5 years industry experience.
  • Post-secondary degree in a related field, such as business administration or equivalent training from a combination of relevant work experience and education.
  • Strong networking skills in your community and at industry events with excellent communication and presentation skills.
  • Self-motivated with a solid track record of success in helping grow business.
  • LLQP licensed in Ontario or willing to obtain.
  • CEBS designation (or working towards designation) would be an asset.
  • Bilingual – English and French – would be an asset.
  • Willingness to travel in the South Western Ontario region.

Who we are:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027

What sets us apart?

Be in good company

Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking

You're valued for your passion, drive, and creativity. The pace is fast, but the work is meaningful, interesting, and complex, just the way you like it.

Grow together

We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

Benefits and perks

  • Competitive salary
  • Participate in our comprehensive benefits plan on day one — no waiting period
  • Company-matched Retirement Savings Plan
  • Company-paid training and development courses
  • Community involvement
  • Hybrid work environment

Are you interested?

Please Apply

This position is subject to appropriate background checks that may include credential, employment, credit, criminal, and reference checks.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge, and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

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