Group Retirement Consultant

About The Consulting House

Founded in 1985, The Consulting House is a well-established privately held insurance brokerage, specializing in Employee Benefits and Group Retirement Programs. They develop strategies that enhance and maximize the value of their clients'  benefits,  pension and  retirement programs. The firm is a member of the Benefits Alliance, a national organization consisting of independent member firms that are peer-nominated and reviewed. The Benefits Alliance is an advocate and thought leader in the industry.

The Consulting House is built on 5 shared core values: Trust, Creativity, Client First, Continuous Improvement and Responsiveness. These five core values are the foundation of the firm and guide the team's actions, shape their culture, and set them apart from competitors.

Role Overview

Due to significant growth, they are looking for a Group Retirement Consultant to join their team,  located at Yonge and Sheppard in Toronto. The role combines technical knowledge of group retirement plans with client-facing responsibilities, supporting employers in plan design, implementation, benchmarking, and governance.

The ideal candidate shares The Consulting House core values and has a good understanding of the group retirement market combined with previous experience working for an Insurance Carrier or Broker.  You will collaborate closely with advisors, account managers, and analysts to ensure exceptional client service and plan outcomes.

Key Responsibilities

• Build and maintain strong relationships with clients, record-keepers, and internal teams to deliver integrated solutions.
• Serve as a trusted consultant to clients on group retirement plan design, investment options, implementation, and governance.
• Prepare and present clear, insightful reports including investment reviews and annual plan performance summaries.
• Manage the RFP and vendor selection process, offering recommendations for record-keeper partnerships.
• Actively participate in client meetings and support ongoing plan administration and governance discussions.
• Coordinate and deliver retirement education sessions for clients and their employees, and guide plan members through enrolment and investment selection.
• Contribute to process improvements and share insights that enhance client outcomes and internal workflows.
• Support business development initiatives through cross-selling and prospecting within existing and new client relationships.
• Support continuous improvement initiatives aligned with The Consulting House's core values.

Qualifications

• Bachelor's degree in Business, Mathematics, Finance, or a related discipline.
• 10+ years of experience in group retirement or related employee benefits environment.
• Experience in client-facing roles, providing advice and support to plan sponsors.
• Strong knowledge of Capital Accumulation Plans (CAPs), Canadian pension legislation, and group retirement savings plans.
• Strong collaboration, communication, and problem-solving skills.
• Professional designations such as CFA, CFP, RPA, or CEBS are considered strong assets.
• Group Benefits experience is an asset.
• Bilingual in French is an asset.

Why Join The Consulting House

• Be part of a growing, collaborative team where your expertise directly impacts client success.
• Work in a supportive environment that values continuous improvement and career growth.
• Permanent, Full-time, Hybrid Role (in office 2 days per week) *office has Subway access*
• Competitive Compensation depending on experience and professional designations, Bonus Pay, Overtime Pay and potential Signing Bonus.
• Awesome Benefits, which include:
• Comprehensive Employee Benefits and Retirement Program (100% match)
• Generous Health & Wellness Spending Account
• Corporate Wireless Discount
• Complimentary Financial Planning
• Employee and Family Assistance Program
• Free days off
• Team appreciation events (have included go-karting, paintball, tree-top trekking, escape rooms and more – voted on by the team)
• Generous Profit-Sharing  Bonus

The Consulting House hires, reviews, rewards, and recognizes their team based on their core values. If you share their values, we encourage you to apply.

Some anonymous feedback from their team:

• Impressive company, track record, high quality work, and great team of people
• flexibility and opportunity to see the full cycle of the business
• Great company to work for Really care for their employees and takes an interest in what they are doing. Instead of being told you have made a mistake they work with you to learn. Employees are all treated fairly, respected, encouraged to grow and take ownership. Feel like you are part of a team.
• I chose 10 stars because there was no option for 100. Without question, the best company I've ever worked for in my life: great team, great management and great workplace environment.
• It's a good atmosphere, employees are more like family then just coworkers
• I am happy to recommend Summit Wealth & The Consulting House as a place to work because of its easy-going atmosphere, honest leadership, and collaborative culture. At SWATCH, employees' opinions are valued, we are encouraged to develop professionally, and our leaders are understanding and respectful of each personal's circumstances.
• Amazing team. Management is great. No micromanaging, very supportive and always have a positive attitude. They are also constantly checking in to make sure everyone is okay. Great communication and openness among everyone on the team. Beautiful office, great benefits plan and overall great company to work for.

For more information, please visit

Job Types: Full-time, Permanent

Experience:

• Group Retirement: 10 years (required)

Licence/Certification:

• Certified Employee Benefit Specialist (CEBS) designation (preferred)

Work Location: Hybrid remote in North York, ON