Career

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!

Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment. Discover why working at AGA Benefit Solutions is so rewarding by visiting ourCareer page.

Your mandate will consist in...

Your mandate will consist of being responsible for preparing client reviews and governance and investment reports, and for contributing to the activities of the Retirement team. Lisez ce qui suit pour découvrir les compétences et les qualifications dont vous avez besoin pour vous épanouir chez AGA !

Your main tasks will include:

• Complete the forms and track the implementation process between the insurer and the sponsor;
• Answer queries and follow up as needed with sponsors further to plan implementation;
• Handle the queries received through the retirement box and follow up as needed;
• Communicate with clients, external brokers and insurers/service providers;
• Provide external customer service;
• Prepare plan reviews, governance and investment reports;
• Set and run investment reviews with MorningStar;
• Design and produce retirement practice development tools to make things easier for the Retirement Advisors;
• Update contact information with insurers or other stakeholders;
• Update assigned Jira tickets (transferring documents and email exchanges and changing delivery dates);
• Perform any other related duties at the supervisor’s request. 

Required qualifications:

• College diploma or equivalent;
• Minimum 1 year of experience in a similar position;
• Group Annuity Licence (Quebec) or Life Licence Qualification Program (LLQP – outside Quebec), an asset;
• Good command of Microsoft Office suite, particularly Excel and Word;
• Excellent command of English and French, written and spoken;
• Good verbal and written communication skills;
• Good interpersonal skills;
• Attention to detail and thoroughness;
• Ability to demonstrate judgment, integrity and honesty;
• Ability to protect confidential information;
• Versatility, resourcefulness, ability to work independently, analytical mindset;
• Ability to meet deadlines and prioritize work.

Are you inquisitive, self-reliant and unafraid of the unknown?

We are interested in meeting you! Apply now and we will contact you if your application is retained for the next step of our recruitment process.