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Group Retirement Consultant


 

group-retirement-consultant

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 advising a portfolio of group retirement clients, including presenting governance and investment reports, leading employee sessions and providing ongoing customer service (questions, meetings, committees, etc.) as well as upkeeping relationships with business partners. The candidate will also participate in the development of new group retirement businesses. Discover below the skills and qualifications needed to excel and thrive within this position!

Your main tasks will include:

  • Make courtesy calls and visits to clients under your responsibility to maintain a privileged relationship and support them in the administration, governance and evolution of their group retirement programs;
  • Collaborate with external brokers to maintain lasting relationships and support them in problem-solving and new business development;
  • Coordinate the production of governance/investment reports within the stipulated deadlines, analyze and validate the information and present the reports to clients and pension committees;
  • Explain and advise on the various group retirement plans available to clients and external advisors;
  • Actively participate in the development of new group retirement business;
  • Assist other consultants in business development and administrative and/or technical support;
  • Coordinate the implementation and enrolment of new groups, as well as the transfer of existing groups, and follow up on requests for information;
  • Collect all relevant information and forms for the sale and setup of a new group or a group transfer;
  • Represent AGA Benefit Solutions at conferences and seminars, participate in training sessions as a facilitator or resource person, and report on the event to the team;
  • Gather market information on methods, products, procedures and other information likely to help AGA Benefit Solutions improve the quality of its services while providing meaningful solutions;
  • Actively participate in sales and SWAT meetings;
  • Perform any other duties related to the position or delegated by your superior.

Required Qualifications:

  • University level (bachelor’s degree) or equivalent;
  • Minimum of five (5) years of experience in pension plans;
  • Must hold a Group Annuity Licence (Quebec) or Life Licence Qualification Program (LLQP – outside Quebec);
  • Strong knowledge of related legislation;
  • Good command of the Microsoft Office suite, particularly Excel and Word;
  • Good command of English and French, both 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 interpersonal skills;
  • Attention to detail and thoroughness;
  • Ability to demonstrate judgment, integrity and honesty;
  • Ability to meet deadlines and prioritize work;
  • The candidate will be required to travel frequently, and a car with a valid driver’s license is essential;
  • Good interpersonal skills;
  • Ability to exercise good judgment, integrity and honesty;
  • Ability to protect confidential information;
  • Professionalism, resourcefulness and autonomy.

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.

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