Managing Consultant, Group Retirement Solutions Expert

1 month ago

Toronto, Ontario, Canada People Corporation Full time
About the Role

We are seeking a highly skilled and experienced Managing Consultant to join our Group Retirement Solutions team at People Corporation. As a key member of our team, you will be responsible for delivering exceptional consulting services to our clients, maintaining strong relationships, and driving business growth.

Key Responsibilities
  • Maintain relationships and deliver pro-active consulting services to an assigned block of clients, including responding to general and technical questions regarding plan design, legislative requirements, and investments, governance, and taxation.
  • Maintain high client retention rates through the development of strong relationships and providing excellent client service and solutions.
  • Research answers and provide guidance to clients where needed.
  • Participate in finalist meetings to support the new business acquisition process.
  • Implement and provide on-going servicing of GRS clients.
  • Expand and maintain existing block of business and present solutions to clients.
  • Take part in transitioning new business acquisitions to the ongoing management service model.
  • Assist in preparing meeting materials for clients and following up with comprehensive meeting minutes and the execution of action items.
  • Develop and maintain a strong governance model for retirement clients.
  • Prioritize workflow with competing client deliverables.
  • Work closely and in coordination with other team members to provide exceptional service and solutions for clients.
  • Strategize, coordinate, and/or develop & deliver member education materials and presentations.
  • Develop/approve employee communication for plan sponsors to communicate changes to their employees.
  • Research, write, deliver, and support the Financial Wellness solution for plan sponsors and plan members.
  • Lead & contribute to ad hoc projects to enhance client experience.
  • Provide expertise and support within the team and with partner firms to meet overall objectives.
  • Assist in educating and training team members towards building an overall stronger team.
  • Develop and maintain professional and technical knowledge and industry trends by attending education workshops and keep up to date with publications and the competitive landscape.
Requirements
  • Minimum 5-7 years' relevant experience in the retirement or pension industry with proven ability to build strong business relationships ideally in client-facing and advisory positions.
  • Solutions-oriented and proactively identify business solutions for complex needs and issues.
  • Exceptional business and financial acumen.
  • Professionalism in internal and external communications.
  • Excellent interpersonal, oral, written, and presentation skills.
  • Excellent time management skills.
  • Outstanding team player but able to work independently to find solutions.
  • Undergraduate degree in business or a related field.
  • RPA, CEBS designation considered an asset.
  • Life licensed, or willingness to complete.
  • Willingness to travel as needed.
  • Access to a car and a valid driver's license.
  • Proficiency in French is an asset.
  • A willingness to have fun with the team, be adaptive to change, a desire for new challenges in a growth-oriented organization, and a passion for the client experience is mandatory.
What's in it for you
  • Learn by working alongside our experts.
  • Extended health care and dental benefits.
  • A retirement savings plan with company contributions.
  • A suite of Health & Wellness offerings.
  • Mental Health programs and support for you and your family.
  • Assistance for the completion of industry designations.
  • Competitive compensation.

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