Senior Consultant, Group Retirement
Posting Description
Business Line: Group Retirement Services
Hours Per Week: 35
Preferred Locations: 17704 103 Ave NW Edmonton, T5S 1J9 - Hybrid Setting
Details: Full-Time, Permanent Position, Current Vacancy
About The Role
The Senior Retirement Consultant is responsible for growing, servicing and managing a dedicated block of group retirement plan clients, acting as a trusted advisor to plan sponsors and key stakeholders. This role focuses on business development, delivering high quality consulting support, retaining and deepening client relationships, and providing strategic guidance on plan design, governance, provider oversight, and member outcomes.
The successful candidate will bring strong sales skills, technical knowledge, excellent relationship management skills, and the ability to proactively identify opportunities to enhance plan effectiveness while ensuring regulatory and best practice compliance
What You'll Do
- Proactively identify new business opportunities and build relationships with quality retirement business leads via referrals and other prospecting techniques (approximately 40% of your time)
- Meeting and/or exceeding individual sales targets as well as department goal
- Serve as the primary consultant and day to day relationship manager for an assigned block of group retirement plan clients, ensuring consistent, high quality service
- Build strong, long term relationships with plan sponsors, committees, and internal stakeholders to support client retention and satisfaction
- Lead annual plan reviews and ongoing touchpoints to assess plan performance, member outcomes, and alignment with client objective
- Proactively identify potential risks, service issues, or retention concerns and develop solutions in collaboration with internal teams and vendors
- Advise clients on plan design enhancements, including eligibility, contribution structures, automatic features, investment menu considerations, and member engagement strategies
- Provide guidance on plan governance, CAP Guidelines, and applicable legislative and regulatory requirements (federal and provincial
- Support clients through plan changes, vendor transitions, or special projects, ensuring a smooth and well communicated experien...
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