Consultant (Pension & Retirement) Hybrid
6 months ago
You’re an **experienced professional in the retirement industry** - a self-starter who is eager to share your insights with clients, carriers and colleagues
You’re a **relationship builder** — building relationships with clients and liaising with carriers motivates you
You’re a **problem solver** — offering unique, customized solutions to meet the needs of clients thrills you
You’re an **educator **- increasing the financial literacy, wellness and retirement readiness of plan members energize you
If you’re nodding, this Consultant role in the Pension & Retirement Consulting area at Cowan Insurance Group may be perfect for you and we’d love to hear from you
**What’s the ask?**
**Key responsibilities**:
- You will be working with colleagues who will help with implementation, transition and on-going servicing of these client relationships.
- Providing your block of clients with their annual plan reviews, marketings, plan member communication strategies and other projects.
- You’ll also work with other teams at Cowan to contribute towards the overall growth strategy.
**What does it take?**
- You are knowledgeable about the retirement industry and have minimum of 5 years industry experience.
- Post-secondary degree in a related field, such as business administration or the equivalent training acquired from a combination of relevant work experience and education.
- You love networking in your community and at industry events and have great communication and presentation skills.
- You’re a self-motivated individual with a solid track record of success in helping grow business.
- You’re LLQP licensed in Ontario or willing to obtain.
- CEBS designation (or working towards designation) would be an asset
**Who we are**
Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.
We partner with leading national and international insurance companies to:
- deliver insurance and risk management solutions to businesses, organizations and individuals
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.
We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.
**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
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.
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