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Pension and Retirement Consultant
2 months ago
The Pension and 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:
- Foster relationships with key clients to guarantee high levels of satisfaction and retention while identifying growth opportunities.
- Collaborate with various teams at Cowan to contribute to the overall growth strategy.
- Deliver annual plan reviews, marketing strategies, plan member communication, and other projects for your assigned clients.
- Mentor and collaborate with team members to support their professional development.
- Receive assistance from colleagues in managing client relationships.
- This includes support for annual plan reviews, investment assessments, marketing initiatives, and other projects.
Qualifications:
- Extensive knowledge of the retirement sector with a minimum of 5 years of relevant experience.
- A post-secondary degree in a related discipline, such as business administration, or equivalent training through a combination of relevant work experience and education.
- Strong networking abilities 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.
- LLQP licensed in Ontario or willing to obtain the license.
- CEBS designation (or in progress) is a plus.
- Bilingualism in English and French is advantageous.
- Willingness to travel within the South Western Ontario region.
About Cowan Insurance Group:
Cowan Insurance Group, proudly independent and Canadian-owned, has been a leader in the insurance sector since 1927. With a comprehensive range of product offerings, including integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with exceptional, tailored insurance and risk management advice.
Recognized for our outstanding workplace culture and as a member of Canada's Best Managed Companies Platinum Club, Cowan Insurance Group emphasizes innovation, excellence, and collaboration.
What Makes Us Unique?
Integrity is Key
Our award-winning workplace culture is driven by integrity, which fuels our commitment to helping clients, employees, and communities thrive.
Encourage Innovation
Your passion, drive, and creativity are valued here. The work environment is fast-paced, meaningful, and engaging.
Commitment to Growth
We believe in your potential. We offer opportunities for professional development and mentoring to help you advance your expertise.
Benefits:
- Competitive salary
- Immediate participation in our comprehensive benefits plan
- Company-matched Retirement Savings Plan
- Company-sponsored training and development programs
- Community engagement opportunities
- Flexible hybrid work environment
Equal Opportunity Employment:
Cowan Insurance Group is an Equal Opportunity Employer. Employee candidates will be selected based on their technical qualifications, knowledge, and experience relevant to the position requirements. Selections will be made without regard to race, ancestry, place of origin, color, ethnic origin, citizenship, creed (religion), sex, sexual orientation, disabilities, age, marital status, family status, or public assistance history.
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