Senior Consultant, Group Retirement

Job summary

The Senior Retirement Consultant manages a dedicated block of group retirement clients, acting as a trusted advisor for plan design, governance, and member outcomes. The role involves proactive business development, meeting sales targets, and ensuring high-quality service and regulatory compliance.

Job details

The Senior Retirement Consultant manages a dedicated block of group retirement clients, acting as a trusted advisor for plan design, governance, and member outcomes. The role involves proactive business development, meeting sales targets, and ensuring high-quality service and regulatory compliance. Candidates should have approximately five years of experience in the group retirement insurance or financial planning industry. A college or university degree is required, along with a valid LLQP license or the ability to obtain one within a year.

What you’ll do

The Senior Retirement Consultant manages a dedicated block of group retirement clients, acting as a trusted advisor for plan design, governance, and member outcomes. The role involves proactive business development, meeting sales targets, and ensuring high-quality service and regulatory compliance.

Requirements

Candidates should have approximately five years of experience in the group retirement insurance or financial planning industry. A college or university degree is required, along with a valid LLQP license or the ability to obtain one within a year.

Benefits

• Annual bonus plan
• Matching RRSP plan
• Health care spending account
• Continuing education support
• Professional membership dues reimbursement
• License fee reimbursement

Listed skills

• Regulatory Compliance · Preferred
• Sales · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Project management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business development
• Relationship management
• Group retirement consulting
• Sales
• Plan governance
• Regulatory compliance
• Strategic guidance
• Project management
• Presentation skills
• Negotiation
• Investment analysis
• Financial planning
• Client retention
• Mathematical aptitude
• Detail-orientation
• Communication

Job areas

• Consulting
• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership

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