20 meilleures offres (wealth management advisor, sherwood park ab) (à pourvoir)

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Sr. Consultant, Group Retirement

NFP Corp -
Edmonton, AB

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Détails du poste

Permanent | Temps plein
De 90 000 $ à 120 000 $ par an

Profil recherché

Microsoft Powerpoint
Microsoft Word
Investissement
Prospection commerciale
Développement des relations avec la clientèle
Microsoft Outlook
Fidélisation de la clientèle
Vente
Service à la clientèle
Gestion des comptes clés
Développement des relations avec la clientèle
Développement commercial
Mathématiques
Gestion de projet
Capacités de présentation
Service à la clientèle
CEBS
Gestion des risques
Prospection
Services financiers
Collecte de données
Consultation auprès de la clientèle
Affaires
Gestion des comptes
Leadership
Interaction avec les clients
Marketing
Négociation

Description complète du poste

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. To learn more, please visit https://nfp.ca

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.

Pay: $90,000.00-$120,000.00 per year

Work Location: Hybrid remote in Edmonton, AB T5S 1J9

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management advisor (sherwood park ab)

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