Posting Description

Business Line: Group Retirement

Hours Per Week: 35 (Full-Time)

Location: Ontario - Any, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

Wage Transparency: The base salary range for this position is $85,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

About the Role

We are seeking a Senior Account Manager to join our Group Retirement team as a key contributor. The successful candidate will manage a dedicated portfolio of retirement plan clients within our small business segment while working both independently and collaboratively with consultants and analysts to support the broader retirement practice. This role involves building and maintaining strong relationships with internal partners, clients, and carrier stakeholders to ensure the delivery of exceptional service and client outcomes. The successful candidate will bring strong 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

• Serve as the primary consultant and day to day relationship manager for an assigned block of small 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
• 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
• Identify and pursue new business opportunities by liaising with prospects, understanding their needs, and coordinating the setup and implementation of new group retirement plans

• Assist with scheduling and content creation of retirement plan governance reviews
• Assist in the implementation and amendments of programs with the insurance carrier on behalf of the client;
• Prepare for and participate in employee presentations, meetings and benefit fairs
• Provide ongoing support to Plan Administrators as it relates to the administration of their retirement plan
• Generate revenue growth opportunities by identifying needs for additional lines of coverage, cross-selling to P&C lines and Wealth Management departments

What you Bring

• Valid LLQP (will be required to obtain within one year of employment date if not already in place)
• Bilingual would be considered an asset
• Typically, 5+ in the group insurance industry specifically in group retirement services.
• Strong oral and written communication skills, including business writing skills
• Exceptional attention to detail including strong organizational skills and the ability to prioritize/manage workload under pressure with tight deadlines
• Ability to work autonomously but also able to collaborate well with team
• Strong decision-making, problem-solving and analytical skills
• Strong working knowledge of Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)

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