Pension and Retirement Consultant

3 weeks ago

Cambridge, Ontario, Canada Cowan Insurance Group Full time

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:

  • Develop and maintain relationships with key clients to guarantee high levels of satisfaction and retention while identifying avenues for growth.
  • Collaborate with various teams to contribute to the overall growth strategy of the organization.
  • Deliver annual plan reviews, marketing strategies, plan member communication, and additional projects for your client portfolio.
  • Mentor and support team members to foster their professional development.
  • Receive assistance from colleagues in managing client relationships, including support for annual plan reviews and investment assessments.

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 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 a willingness to obtain one.
  • CEBS designation (or progress towards it) is a plus.
  • Bilingual proficiency in English and French is advantageous.
  • Willingness to travel within the designated region.

About Cowan Insurance Group:

Cowan Insurance Group is proudly independent and Canadian-owned, recognized as a leader in the insurance sector since its inception. With a broad spectrum of product offerings and integrated solutions in commercial and personal insurance, group benefits, and wealth management, we provide our clients with exceptional, tailored insurance and risk management advice.

As a recipient of accolades such as one of Canada's Most Admired Cultures and a member of Canada's Best Managed Companies Platinum Club, Cowan Insurance Group emphasizes a client-centric approach that values innovation, excellence, and teamwork.

What Makes Us Unique?

Integrity is Key

Our commitment to integrity shapes our award-winning workplace culture and drives our mission to support our clients, employees, and communities.

Encourage Innovative Thinking

Your passion, drive, and creativity are valued here. The work environment is dynamic, with meaningful and complex tasks that align with your interests.

Commitment to Growth

We believe in your potential. If you seek to enhance your expertise through learning opportunities and mentorship, we are dedicated to facilitating that growth.

Benefits and Perks:

  • Competitive salary structure
  • Immediate participation in our comprehensive benefits plan
  • Company-matched Retirement Savings Plan
  • Company-sponsored training and development programs
  • Opportunities for community engagement
  • Flexible hybrid work environment

Interested in Learning More?

Please consider applying for this opportunity.

This position is subject to standard background checks, which may include credential verification, employment history, credit, criminal, and reference checks.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted. If you require accommodations due to a disability, please inform us during our communication to arrange necessary provisions.

We are an Equal Opportunity Employer. Candidates will be selected based solely on their technical qualifications, knowledge, and experience as they relate to the specific requirements of the position. Selections will be made without regard to race, ancestry, place of origin, color, ethnic origin, citizenship, creed (religion), sex, sexual orientation, disabilities (physical or mental), age, marital status, family status, or receipt of public assistance or criminal record.


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