Pension & Retirement Consultant - Hybrid Role
3 weeks ago
The Pension & Retirement Consultant will report directly to the Principal Consultant & Practice Lead. The ideal candidate will oversee a portfolio of clients to ensure exceptional levels of client satisfaction and retention. This position involves consulting and collaborating with clients on their employee retirement initiatives.
Key Responsibilities:
- Maintain and enhance relationships with key clients to ensure high levels of satisfaction and identify growth opportunities.
- Collaborate with various teams within Cowan to contribute to the overall growth strategy.
- Deliver annual plan reviews, marketing strategies, plan member communication, and other projects for your client portfolio.
- Mentor and support other team members to foster their professional growth.
- Receive assistance from colleagues in managing client relationships, including support for annual plan reviews and investment strategies.
Qualifications:
- In-depth knowledge of the retirement sector with a minimum of 5 years of relevant experience.
- Post-secondary education in a related field, such as business administration, or equivalent experience.
- Strong networking capabilities within the community and at industry events, coupled with excellent communication and presentation skills.
- Self-driven with a proven track record of contributing to business growth.
- Possession of an LLQP license in Ontario or willingness to obtain one.
- CEBS designation (or in progress) is considered an asset.
- Bilingualism in English and French is advantageous.
- Willingness to travel within the designated region.
About Cowan Insurance Group:
As a proudly independent and Canadian-owned entity, Cowan Insurance Group has been a leading force in the insurance sector since its inception. We offer a comprehensive range of products and integrated solutions in commercial and personal insurance, group benefits, and wealth management, delivering tailored professional advice and risk management services to our clients.
Recognized for our exceptional workplace culture and as a member of Canada's Best Managed Companies Platinum Club, Cowan Insurance Group's client-centric approach emphasizes innovation, excellence, and teamwork.
What Makes Us Unique?
Integrity at Our Core
Our values drive our award-winning workplace culture and our commitment to helping clients, employees, and communities thrive.
Encouraging Innovative Thinking
Your passion, drive, and creativity are valued here. The work environment is dynamic, ensuring that tasks are meaningful and engaging.
Commitment to Growth
We believe in your potential. Opportunities for professional development and mentorship are readily available.
Benefits and Perks:
- Competitive salary structure
- Immediate participation in our comprehensive benefits plan
- Company-matched Retirement Savings Plan
- Access to company-sponsored training and development programs
- Opportunities for community involvement
- Flexible hybrid work environment
Equal Opportunity Employer:
Cowan Insurance Group is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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