Senior Consultant Retirement Plans

Maximize client satisfaction and business growth as a Senior Consultant in Group Retirement Services based in Edmonton. This hybrid role requires expertise in managing retirement plan clients.

As a Senior Retirement Consultant, you will focus on delivering high-quality service while cultivating long-term client relationships. Your responsibilities include identifying new business opportunities, leading strategic plan enhancements, and ensuring regulatory compliance. This is a pivotal role for individuals with strong sales and relationship management skills.

Key Responsibilities:

• Build quality relationships and identify business leads

• Meet individual sales targets effectively

• Serve as the main consultant for group retirement clients

• Conduct annual reviews and assess plan performance

• Advise on governance and plan design enhancements

Requirements:

• College or university degree or equivalent

• LLQP certification within a year if not already obtained

• Five years of experience in group retirement industry

• Excellent listening, communication, and analytical skills

• Strong understanding of investment options for group plans

Bring your expertise in retirement consulting to enhance client experiences and drive success.
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