Current jobs related to Senior Retirement Consultant - Collingwood - HR Covered Inc.

  • General Manager- Retirement Residence

    4 months ago

    Collingwood, Canada Holyrood Holdings Full time

    **General Manager** **We offer a competitive salary based on experience.** The **General Manager** role is a great opportunity for a proactive, motivated leader with operations management experience, preferably in a relevant sector such as Retirement Living. Our aim is to inspire individuals to live their lives to the best of their ability, with...

  • Senior BI Consultant

    1 month ago

    Collingwood, Ontario, Canada HIGH5 Nutrition Australia Full time

    Job Title: Senior BI Consultant - Data Visualization Specialist Location: Atlanta, GA - Onsite from Day 1 Pay rate: $50/hr - $55/hr Duration: 11 Months Key Responsibilities Conduct data preparation and modeling to facilitate effective visualization. Collaborate with various stakeholders to gather reporting requirements, design solutions, analyze...

  • Financial Advisory Consultant II

    1 month ago

    Collingwood, Ontario, Canada TIAA Full time

    The Financial Advisory Consultant plays a pivotal role within a collaborative team, dedicated to assisting clients in defining their financial aspirations, assessing their financial circumstances, and formulating tailored strategies to achieve their specific financial goals. This position emphasizes teamwork to enhance the collective portfolio through client...

  • Technical Sales Consultant

    1 month ago

    Collingwood, Ontario, Canada Genetec Full time

    Industry Sector: Technology Solutions Reasons to Explore this Career Opportunity: Competitive salary package with retirement plan contributions Educational assistance program for professional development Balance between work and personal life with adaptable work hours Potential for professional growth and advancement within the company Opportunity to...

  • Benefits Analyst

    2 weeks ago

    Collingwood, Canada Owen & Associates Full time

    Join Owen & Associates, a leading consulting and brokerage firm specializing in employee benefit & retirement solutions for global companies in Canada. With over 22 years of success and a team of 40+ professionals, we serve over 400 corporate clients nationally and maintain partner relationships in over 150 countries. Now hiring a Benefits Analyst to...

  • Consultant for Professional Services

    1 month ago

    Collingwood, Ontario, Canada Tricentis Full time

    Professional Services Consultant at Tricentis Location: Hybrid Work Model About Us Tricentis stands as a pioneer in the realm of continuous testing and quality assurance. Our innovative, AI-driven continuous testing suite offers a revolutionary approach to software testing that is fully automated, codeless, and intelligently guided by artificial...

  • Physiotherapy Assistant

    2 weeks ago

    Collingwood, Canada Lifemark Full time

    We are looking for a Physiotherapy Assistant  to join our growing team! Location: Collingwood , ON Schedule:  30 hours a week Start date:  Immediately Status : Permanent , Full-time We have gone above and beyond to ensure the safety of our patients and employees with PPE provided, the spacing of patients, screening, and more. Extensive...

  • Senior Buyer

    1 day ago

    Collingwood, Ontario, Canada MacLean Engineering Full time

    Job Title: Senior BuyerAbout the Position:This is a challenging and rewarding role that requires a skilled and experienced Senior Buyer to lead the buying function for a new project. The successful candidate will be responsible for ensuring that company purchasing activities support engineering, production, and other company activities in a timely and...

  • Senior Buyer

    2 days ago

    Collingwood, Ontario, Canada MacLean Engineering Full time

    Job Title: Senior BuyerAbout the Position:This is a challenging and rewarding role that requires a skilled and experienced Senior Buyer to lead the buying function for a new project. The successful candidate will be responsible for ensuring that company purchasing activities support engineering, production, and other company activities in a timely and...

  • Senior Buyer

    4 months ago

    Collingwood, Canada MacLean Engineering Full time

    POSITION TITLE: Senior Buyer (Graders) LOCATION: Collingwood, ON MacLean Engineering is looking for a skilled and experienced Senior Buyer  to join our growing team in Collingwood, ON . If you are looking to be challenged, valued, and rewarded with a competitive compensation package in a dynamic work environment, this position is for you! About...

  • Senior Legal Counsel

    1 month ago

    Collingwood, Ontario, Canada McKesson Full time $134,500 - $224,100

    McKesson is a purpose-driven, Fortune 10 organization that influences nearly every facet of healthcare. We are recognized for providing insights, products, and services that enhance the accessibility and affordability of quality care. Our focus is on the health, happiness, and well-being of our employees and those we serve – we genuinely care. Your...

  • Senior Buyer

    3 weeks ago

    Collingwood, Canada MacLean Engineering Full time

    POSITION TITLE: Senior Buyer (Graders)LOCATION: Collingwood, ONMacLean Engineering is looking for a skilled and experienced Senior Buyer to join our growing team in Collingwood, ON. If you are looking to be challenged, valued, and rewarded with a competitive compensation package in a dynamic work environment, this position is for you!About the Position: This...

  • Senior Buyer

    4 months ago

    Collingwood, Canada MacLean Engineering Full time

      POSITION TITLE:              Senior Buyer (Graders) LOCATION:                        Collingwood, ON MacLean Engineering is looking for a skilled and experienced Senior Buyer to join our growing team in Collingwood, ON. If you are looking to be challenged, valued, and rewarded with a competitive compensation package in a dynamic...

  • Senior Buyer

    4 months ago

    Collingwood, Canada MacLean Engineering Full time

      POSITION TITLE:              Senior Buyer (Graders) LOCATION:                        Collingwood, ON MacLean Engineering is looking for a skilled and experienced Senior Buyer to join our growing team in Collingwood, ON. If you are looking to be challenged, valued, and rewarded with a competitive compensation package in a dynamic...

  • Senior Security Engineer

    1 month ago

    Collingwood, Ontario, Canada Clari Full time $150,000 - $225,000

    OverviewAt Clari, we empower organizations to achieve exceptional revenue performance through our innovative Revenue platform. Our platform provides unparalleled forecasting accuracy and visibility, enabling businesses to identify revenue leaks and make informed decisions to meet their sales objectives. Renowned companies, including Okta, Adobe, Workday, and...

  • Senior Procurement Specialist

    2 weeks ago

    Collingwood, Ontario, Canada MacLean Engineering Full time

    About the Role:MacLean Engineering is seeking a highly skilled and experienced Senior Procurement Specialist to join our team. As a key member of our procurement function, you will be responsible for leading the buying process for new projects, ensuring timely and cost-effective delivery of materials and services.Key Responsibilities:Purchase and expedite...

  • Senior Procurement Specialist

    2 weeks ago

    Collingwood, Ontario, Canada MacLean Engineering Full time

    About the Role:MacLean Engineering is seeking a highly skilled and experienced Senior Procurement Specialist to join our team. As a key member of our procurement function, you will be responsible for leading the buying process for new projects, ensuring timely and cost-effective delivery of materials and services.Key Responsibilities:Purchase and expedite...

  • Senior Buyer

    1 week ago

    Collingwood, Ontario, Canada MacLean Engineering Full time

    About the RoleWe are seeking a highly skilled Senior Buyer to lead our purchasing function for a new project. As a key member of our team, you will be responsible for ensuring timely and cost-effective procurement activities that support Engineering, Production, and other company activities.Key ResponsibilitiesPurchase and expedite standard and non-standard...

  • Senior Buyer

    1 week ago

    Collingwood, Ontario, Canada MacLean Engineering Full time

    About the RoleWe are seeking a highly skilled Senior Buyer to lead our purchasing function for a new project. As a key member of our team, you will be responsible for ensuring timely and cost-effective procurement activities that support Engineering, Production, and other company activities.Key ResponsibilitiesPurchase and expedite standard and non-standard...

  • Housekeeping Aide

    3 months ago

    Collingwood, Canada Superior Facility Services Full time

    Superior Facility Services is a family owned company providing laundry and housekeeping services to long term care and retirement facilities for over 30 years. We are searching for permanent casual housekeeping aides for one of our locations in Collingwood Ontario. Must provide Vulnerable Sector Police Check and 2 Step TB Test. **Duties**: Follow job...

Senior Retirement Consultant

4 months ago

Collingwood, Canada HR Covered Inc. Full time

Owen & Associates is a leading consulting and brokerage firm specializing in employee benefit & retirement solutions for global companies in Canada. With over 22 years of success and a team of 40+ professionals, they serve over 400 corporate clients nationally and maintain partner relationships in over 150 countries.

Due to significant growth, they are looking for a Senior Retirement Consultant to join their team and continue delivering outstanding solutions to clients. The role will be responsible for managing a large block of client accounts that have multiple retirement plan options.

The company is headquartered in Collingwood with satellite offices located throughout Ontario, available for use anytime and to collaborate with other team members.

The ideal candidate has a proven track record successfully managing a high volume of multiple group accounts and has a strong knowledge of different retirement benefit options.

Company Benefits and Perks:

Full-time, permanent role. 100% Remote Ideal candidate resides in ON and is willing to travel to the head office 4-6 times per year.
Competitive Compensation starting at $90,000 to $115,000 plus, depending on experience and completion of CEBS/GBA designation.
Growing company with an employee driven culture, focused around career development and change
Training and professional development coverage.
Company and Performance based bonus, employer paid health and dental benefits, RRSP matching program.
Generous vacation and flex/sick days.

Key Responsibilities:

Assigned 80-90 Retirement Accounts for Inforce servicing through entire life cycle.
Monthly or As Required – Assigned up to 10 active new business implementations (RTMT).
Co-ordinating and finalizing market comparisons, new sale documents and client deliverables for Retirement applications between client and carrier representative.
Assist key stakeholders, Principals or Client Managers with Retirement plan provider selection, for new clients or existing plan transfers
Client and broker facing presentations/discussions on retirement stewardship, in addition to employee presentations, quarterly touchpoint calls or client escalation touchpoint syncs.
Completion of stewardship reporting, fund analysis, fund alternates, fund recommendations and ETF monitoring.
Managing Special Block Assignment Relationships and being a Canadian retirement subject matter expert.
Finalizing all reports of renewals, marketing, stewardships, and delivery to your client.
High Level Peer Review of Retirement implementation reports, stewardships, renewals, and quarterlies as required.
Interactions with clients as needed or as follow up to various tasks or other items/issues.
Maintain all client files and correspondence to comply with O&A Standards.
Keep up to date with industry trends and activities by participating in webinars, seminars, etc.
High awareness of overall market trends to assist with retirement reporting.
Special Projects, as assigned.

Qualifications and Skills:

The candidate must have a minimum of 5+ years of experience working for a Brokerage or 7+ years of specific industry-related experience.
Extensive knowledge of retirement plans.
Designation under CEBS program (or working towards) is an asset.
Active LLQP licensed.
Strong Interpersonal and communication skills both written and verbal.
Highly flexible, self-motivated, and able to multitask.
Positive attitude, solution oriented and a team player.
Direct clients contact experience and proven ability to manage over 70 accounts.
Bilingual is an asset.

In order to apply, please send your resume to recruitment@hrcovered.com before May 25th, 2024.