Associate Managing Consultant
3 days ago
This role will require obtaining the LLQP license within three months. In addition, the successful candidate will be organized and take initiative, able to develop strong relationships with clients, prospects, teammates, and internal/external distribution partners.
Associate Managing Consultants are the day-to-day contact for clients assigned and will typically work together with a Consultant on large/complex clients.The Associate Managing Consultant (GRS) will:
Client Service: Manage and service an existing block of GRS clients through proactive account management and regular client contact with the support of 1-2 others depending on the size/complexity of the client. Maintain a client database of key information and keep up to date. Performance is measured by client retention/satisfaction levels and adherence to quality of client records and database maintenance.
Development of Others: Coach and Mentor others on the team to help with their development and career progression which will help the practice and you personally to be able to take on more clients as your block expands. Performance is measured by team feedback and their personal development and progress.
Special Projects: Support the GRS practice by helping with client communication summaries of key legislation updates and CAPSA guideline updates. Participate in and or host webinars and member information sessions. Other projects as assigned.
Subject Matter Expert: Maintain LLQP license, monitor competitive landscape on market trends, pricing, products, and services. Understand and be able to articulate, both verbal and written, legislation, taxation, investments, and compliance as it pertains to retirement and savings programs and solutions offered by the GRS team.
To be successful as an Associate Managing Consultant with People Corporation, you will need:
3-7 years of experience working with group retirement savings programs.
LLQP license (or willingness to obtain within 3 months) required
Team player mindset
Client focused approach
To be proactive and deliver on promises.
Effective communication and presentation skills.
Proficiency in Microsoft Outlook, PowerPoint, Word, and Excel.
Creative mindset and proficient writing skills.
Good time management skills
Willing to help develop/enhance marketing/sales materials and client communication/education materials.
Group retirement savings industry experience
Previous experience in a client facing role
Ability to manage multiple priorities
LLQP license
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
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to
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