Sr. Consultant, Group Retirement; Windsor

Business Line:
Group Retirement Services|Hours Per Week: 35|Preferred Locations:
All Ontario offices, Hybrid.

The Senior Retirement Consultant is responsible for 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 delivering high-quality consulting support, retaining and deepening client relationships, and providing strategic guidance on plan design, governance, provider oversight, and member outcomes.

• 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 objectives.
• 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 federal / provincial legislation (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.
• Support team knowledge sharing, process improvements and service standards across the retirement consulting practice.
• 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.

• College or university graduate, or equivalent business experience.
• Valid LLQP (to be obtained within one year of employment if not already in place).
• 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 communication skills.
• A passion for investing with a strong understanding of capital markets.
• Ability to present capital market concepts and understand investment performance results.
• Strong knowledge and experience related to group plan investment options (pensions, RRSPs, DPSPs and TFSAs) and the investment categories required to build a solid investment lineup for group plan members.
• Excellent listening and communication with project management, presentation and negotiation skills.
• A positive attitude and ability to work well as a member of a team.
• Strong application of computer skills – Word, Excel, PowerPoint and Outlook.
• Strong attention to detail 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.

• 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.