Transition Advisor
2 days ago
As a Transition Advisor in Group Retirement Savings, you help participants make informed decisions about their accumulated account balance when they leave their workplace retirement savings program and identify potential future needs. You support plan members by phone or other virtual tools. You have a solid understanding of accumulation and retirement income products and how they may vary across jurisdictions in Canada. You communicate effectively and can simplify complex terms for participants. You listen attentively and ensure your recommendations align with the participant's expectations and personal situation. More specifically, you will be required to:
Using tools such as NaviPlan, you guide participants through illustrations and answer all their questions. Once a decision is made, you also assist with completing the necessary forms. You work closely with colleagues across Canada as part of a high-performing, dedicated team that collaborates to meet goals and targets
Contact participants leaving their group retirement savings program to explain their options and promote our "Destination" solutions
Build advisory relationships by identifying current and potential needs and encouraging asset retention
Refer retirement planning and decumulation requests to retirement advisors and/or financial planners, as appropriate
Analyze complex client needs, process requests, and ensure necessary follow-ups with participants
Collect, compile, and analyze data; prepare financial projections and recommendations
Stay up to date on industry standards, products, and services
Adapt to evolving tools and processes within the team and the group retirement savings sector
Participate in initiatives aimed at strengthening relationships with participants who choose to remain with the GRS program
What we offer*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
What you bring to the table
Bachelor's degree in a relevant field
A minimum of three years of relevant experience in retirement savings
Please note that other combinations of qualifications and relevant experience may be considered
Individual life insurance license (LLQP) or commitment to obtain it within six months of hire
Intermediate knowledge of the retirement savings environment and provincial/federal pension regulations
#LI-Hybrid
Trade Union (If applicable)
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask
Job Family
Member/client sales and service (FG)Unposting Date
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