Advisor – Client Relations, Group Savings and Retirement

This is a fully remote position, open to applicants in Canada.

📋 Description

• Serve as the main point of contact for clients, overseeing the entire relationship, service quality, and support for plan sponsors managing their group retirement plans.

• Manage and nurture relationships with a portfolio of clients while providing proactive advisory services.

• Address general and technical inquiries related to plan design and legal requirements.

• Provide clients with guidance on investments, governance, and tax implications.

• Foster strong relationships, deliver outstanding client service, and offer customized solutions.

• Participate in finalist meetings to assist with the acquisition of new business.

• Implement retirement client programs and ensure consistent follow-up.

• Develop and sustain the existing book of business while presenting solutions to clients.

• Assist in the transition of new business to the ongoing service model.

• Prepare meeting documentation, draft minutes, and ensure that action items are executed.

• Establish and uphold a strong governance framework for retirement clients.

• Prioritize tasks effectively when deliverables are competing.

• Collaborate with team members to provide exceptional service and innovative solutions.

• Create, coordinate, and distribute educational materials and presentations for plan members.

• Develop or approve communications intended for plan sponsors.

• Research, prepare, present, and follow up on financial wellness solutions.

• Lead and contribute to special projects aimed at enhancing the client experience.

• Offer expertise and support to the team and partner firms.

• Contribute to the training and development of team members.

• Continuously develop and maintain professional and technical knowledge, along with an understanding of industry trends.

⛳️ Requirements

• Bachelor’s degree in business or a related discipline.

• RPA and CAAS designations are considered advantageous.

• Group annuity license issued by the Autorité des marchés financiers (AMF).

• Minimum of 5–7 years of relevant experience in the retirement or pensions sector, preferably in a client-facing advisory capacity.

• Proven ability to establish strong professional relationships.

• Solutions-oriented mindset, with the capability to proactively identify business solutions for complex needs and challenges.

• Strong business and financial acumen.

• Professionalism in both internal and external communications.

• Excellent interpersonal, verbal, written, and presentation skills.

• Outstanding time-management capabilities.

• Strong team player with the ability to work independently to develop solutions.

• Willingness to travel as necessary.

• Access to a vehicle and a valid driver’s license.

• Fluency in English is required.

• Openness to adapt to change and embrace new challenges.

• A genuine passion for enhancing the client experience.

🏝️ Benefits

• An inclusive and accessible workplace.

• Accommodation measures or alternative formats available upon request.

• Opportunity to realize your full potential in a respectful, supportive, and empowering environment.