Position Details
Elevate your career as a Senior Consultant in Group Retirement Services, hybrid role based in Edmonton. Contribute to client success by managing retirement plans and developing business opportunities.
In this permanent position, you will leverage your expertise to grow and support a dedicated block of group retirement plan clients. The focus is on delivering exceptional consulting services, maintaining client relationships, and identifying strategies for plan optimization and compliance. Your role emphasizes relationship management, strategic guidance, and effective communication.
Key Responsibilities:
• Identify new business leads and develop relationships
• Meet and exceed individual sales targets
• Manage day-to-day client relationships for retirement plans
• Conduct annual plan reviews and maintain client satisfaction
• Advise clients on plan design and governance enhancements
Requirements:
• Post-secondary education or equivalent experience
• Valid LL...