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
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
