Pension and Investment Consultant

**Introduction**

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

**Overview**

As the Retirement and Investment Consultant in the Financial and Retirement Services (FRS) practice, you will be responsible for the day-to-day account management with our group retirement clients. Our approach is warm and our relationships are everything with these client groups.

**How you'll make an impact**
- Lead Consultant for a defined block of FRS clients
- Secondary Consultant for a defined block of FRS clients working closely with other FRS Consultants
- Maintain close relationship with the FRS team and other GBS practices
- Maintain close relationship with clients and record keepers
- Regularly prepare and deliver succinct and intelligent reports including investment reviews and annual plan reviews
- Provide product and process expertise in plain language to meet client needs
- Manage request for proposal and marketing process to provide information and recommendation for selection of appropriate record-keepers for clients
- Participate in, and occasionally lead, responses to requests for proposal for new business
- Involved in business development initiatives for the FRS practice to cross-sell through existing clients as well as new prospect opportunities
- Understand and communicate what can be delegated to the record-keeper vs. what should be handled by the Consultant
- Monitor client satisfaction level with record-keeper and with GBS
- Proactively monitor service activity against service standards; watch for possible problems and proactively find solutions
- Creatively devise solutions and facilitate necessary process changes to ensure delivery of timely and efficient client service
- Proactively present new ideas to improve efficiencies
- Co-ordinate and occasionally deliver off-site Retirement Seminars (utilizing the record-keeper) to educate clients and their employees about fiduciary responsibilities, investment and retirement needs, and pension and tax legislation
- Provide investment guidance to Plan members either via phone or in person, as required
- Work with the client and record-keeper to develop a communication strategy; prepare written communication pieces
- Evaluate and judge the similarities, differences, and capabilities of the various investment managers and record-keepers
- Assist in the development of articles or presentations on industry related trends

**About you**
- A minimum of 5 years’ experience in, institutional retirement plans, and general investment consulting with significant facing exposure is required
- Undergraduate degree in Math, Business or other related areas
- CFA, CIPM, ASA, CFP, RPA, CEBS an asset
- Capital Accumulation Plan experience and knowledge of Canadian pension industry, group retirement and non-registered savings plans, and pension/investment regulations and legislation (some U.S. knowledge valuable, too)
- Strong oral and written communications skills
- Team player; however, able to work independently
- Willing to be an individual and have fun
- Strong work ethics
- Bilingual (French) an asset
- Highly proficient in Microsoft Office programs
- Strong planning and time management skills
- Solution minded

**Compensation and benefits**
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the **minimum core benefits** you’ll get, depending on your job level these benefits may improve:

- Flexible medical & dental coverage to meet your household's needs
- Life, Dependent Life and AD & D Insurance options
- Retirement savings including RRSP including a company match, TFSA, pension and more
- Employee Stock Purchase Plan

**Other benefits include**:

- Educational expense reimbursement
- Employee assistance programs
- Discounted gym membership (GoodLife Fitness)
- Opportunity for flexible work arrangements
- Paid sick days & personal days
- Employee education recognition program
- Employee referral bonus program

**We value inclusion and diversity**

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equa