Group Retirement Services Consultant Queensville

Join a leading company as a Senior Consultant in Group Retirement Services, focusing on high-level client management and strategic consulting. This role supports a hybrid work style across Ontario offices. As a trusted advisor, you will manage a dedicated client base, enhance retirement plans, and ensure compliance with governance and industry standards.

Your expertise will play a vital role in strengthening client relationships and addressing their evolving needs in retirement planning.

Key Responsibilities

• Build solid relationships with plan sponsors and internal teams
• Lead reviews assessing performance and alignment with goals
• Develop solutions for client retention and satisfaction
• Advise on enhancements regarding investment options
• Manage time effectively to align client needs with profitability

Requirements

• College or university graduate or equivalent experience
• Valid LLQP (to be obtained within a year)
• Five years’ experience in group retirement or financial planning
• Effective communication and project management skills
• Familiarity with capital markets and investment performance

This role is pivotal in promoting excellence in client service and strategic planning.