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 our Career page.

Your mandate will consist in...

Your mandate will consist of being mainly responsible for preparing client reviews and governance and investment reports, and for contributing to the activities of the Retirement team. Read on to find out the skills and qualifications required to excel and thrive within the AGA team!

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;
• Strong command of both English and French, spoken and written (Proficiency in both English and French is essential to analyze and understand contractual documents, brochures, and communications originating from internal and external sources, often written in either language. It is also required to provide telephone and email support to French speaking clients across Canada and to interact effectively with colleagues located outside the province);
• 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.

*AGA welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

**At AGA, no artificial intelligence or automated systems are used to pre-screen, assess, or select applications. All applications are reviewed by our Employee Experience team. In addition, candidates who have participated in an interview will be notified of the hiring decision within a maximum of 45 days following their final interview. AGA is committed to maintaining a transparent, fair, and legally compliant recruitment process.