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Full-time
bachelor degree, professional certificate
Annual bonus plan, Matching RRSP plan of 5% of salary, Referral Commission Plan, Health Care Spending Account, Continuing education support, Reimbursement of license fees and professional membership dues
Posted 37d ago
Apply by Jun 30
~35 hrs/week
Responsibilities
The Senior Consultant manages a block of group retirement plan clients, acting as a trusted advisor for plan design, governance, and provider oversight. The role balances client relationship management with proactive business development to grow the retirement business portfolio.
Requirements
Requires a college or university degree and typically five years of experience in the group retirement or financial planning industry. Candidates must obtain a valid LLQP license and possess strong knowledge of investment options like pensions, RRSPs, and TFSAs.
Full job description
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 experience • Manage consulting time and service models to ensure alignment between client needs, compensation, and overall account profitability • Contribute to retention strategies and growth opportunities by identifying integrated sale or service enhancement opportunities where appropriate • Work closely with internal service, operations, and leadership teams to deliver a seamless client experience • Act as a subject matter resource for peers on plan governance, best practices, and complex client scenarios • Follow industry best practices (CAP Guidelines) and applicable federal/provincial legislation when providing recommendations and insight related to plan governance and plan management at the direction of the VP, Retirement Services
What You Bring • College or university graduate, or equivalent business experience required • Valid LLQP (will be required to obtain within one year of employment date if not already in place) • Passion for sales and generating new business • Completion of the Certified Employee Benefits Specialist designation (RPA) an asset • Typically, five years' experience within the group retirement insurance industry, preferably within customer service or account management. Alternatively experience within the Financial Planning/Insurance industry • Strong oral and written communications skills • A passion for investing with a strong understanding of capital markets would be beneficial • Ability to present capital market concepts and understand investment performance results would be ideal for this role • Strong knowledge and experience related to group plan investment options/plans (i.e., pensions, RRSPs, DPSPs and TFSAs) and the investment categories required to build a solid investment lineup for group plan members • Excellent listener and communicator with project management, presentation and negotiation skills • A positive attitude and works well as a member of a team • Strength in application of computer skills; including Word, Excel; Power Point and Outlook • Strength in quality, detail-orientation and mathematical aptitude • Commitment to providing excellence in client service experiences • Demonstrated ability to coordinate a high level of activity while maintaining exceptional client focus and strong professional acumen
Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations.
What's In It For You NFP's PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
• A hybrid environment approach that keeps the best interests of our staff and our clients in mind • Annual bonus plan for all employees • Matching RRSP plan of 5% of salary • Referral Commission Plan • Generous benefits plan including Health Care Spending Account starting on the first day of employment • Full support for continuing education & internal opportunities to grow as an insurance professional to advance career • Reimbursement of license fees and professional membership dues • A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration
Our employees are the foundation of our success.
NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.
Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.
Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.
Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.
Accommodations are available on request for candidates taking part in all aspects of the selection process.
Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.
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Related keywords
Group RetirementLLQPRPACertified Employee Benefits SpecialistCAP GuidelinesPensionsRRSPsDPSPsTFSAsCapital MarketsPlan GovernanceDefined ContributionAccount ManagementFinancial PlanningInsuranceBusiness Development
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
Risk Capital
We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.
Commercial Coverage Expertise
Industry Specialty Teams
Personal Risk
Support Services
Human Capital
Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.
Employee Benefits
Executive Benefits
Life Insurance
Retirement Advisory
Talent Solutions
Wealth Management
Offices: 200 Park Ave, New York, New York 10166, US · 1250 Capital of Texas Hwy. S., Building 2, Suite 600, Austin, Tx 78746, US · 1901 Roxborough Rd, Suite 300, Charlotte, North Carolina 28211, US · 500 W Madison St, Suite 2700, Chicago, Illinois 60661, US · 2300 Contra Costa Blvd, Pleasant Hill, California 94523, US