Group Retirement Wealth Relationship Manager

HUB International; Lethbridge; On-site; CAD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a Group Retirement Wealth Relationship Manager to join their dynamic team. This role involves providing personalized financial advice and support to group retirement clients, ensuring exceptional service and client satisfaction. You will conduct financial analysis, assist plan members with their retirement needs, and collaborate with a diverse team to deliver comprehensive solutions. With a focus on professional growth and a supportive company culture, this position offers a unique opportunity to make a meaningful impact in the financial services sector. If you're motivated and ready to contribute to a thriving environment, this role is for you.

Benefits

Excellent compensation and benefits

RRSP match

Paid educational training

Room for advancement

Paid day off for your birthday

Qualifications

• 3+ years of experience in a client-facing role as a financial advisor.
• Strong analytical skills and ability to interpret financial data.
• Proficiency in group retirement products like RRSPs and TFSAs.

Responsibilities

• Assist in maintaining relationships with group retirement clients.
• Support plan members in monitoring their GRS accounts.
• Conduct financial analysis and create communication pieces.

Skills

Client Relationship Management

Financial Analysis

Analytical Skills

Communication Skills

Knowledge of Group Retirement Products

Education

High School Diploma or Equivalent

LLQP License

RPA/CEBS Certification

Tools

Windows-based Computer Systems

Job description

Ignite Your Potential. Impact What Matters.

Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

As a Group Retirement Wealth Relationship Manager at HUB International, you will be a key part of our regional GRS (Group Retirement Services) team, providing personalized financial advice, retirement transition support and individual client services to plan members of selected group retirement clients.

• Full-Time Permanent career located within one of our Prairie’s branch locations.
  
  

Your Responsibilities -

• Client Relationship Support: Assist in maintaining and strengthening relationships with group retirement clients by providing exceptional service to plan members and ensuring member queries and requests are promptly addressed. Help manage communication with plan sponsors and participate in client meetings as needed.
• Individual Plan Member Support: Assist plan members in monitoring and reviewing their GRS accounts, transferring assets from other registered plans into their GRS accounts and making changes to their investments.
• Retiring Plan Member Support: Assist plan members approaching retirement with setting up retirement income accounts, explaining the process for converting pension, RRSP and DPSP assets to income, completing the necessary paperwork and facilitating the set-up process
• Financial Analysis & Reporting: Conduct research and analysis on market trends and create communication pieces to share with plan sponsors and plan members.
• Administrative Assistance: Support the team with administrative tasks including scheduling meetings, preparing client presentations, documenting client communications, and maintaining accurate and up-to-date client records.
• Client Communication & Follow-Up: Participate in virtual and in-person meetings with plan members, taking notes, following up on action items, and ensuring that plan member needs are addressed.
• Learning & Development: Continuously expand your knowledge of wealth management, financial planning and regulatory compliance through training, mentorship, and hands-on experience.
• Compliance & Risk Management: Ensure that all client interactions, documentation, and investment activities comply with industry regulations and internal policies.
• Collaboration & Teamwork: Work closely with other HUB Group Retirement team members to deliver comprehensive financial literacy solutions and proactive client servicing and ensure client satisfaction.
• Willingness to Travel: Our plan members are located throughout Alberta, Saskatchewan, Manitoba, Yukon and Northwest Territories. Some travel to client locations throughout the year will be required.
  
  

What You Will Bring To The Role –

• LLQP is required. Willingness to acquire within 3 months of hire date if not already licensed is required.
• RPA/CEBS certification considered an asset.
• 3+ years’ experience in a client-facing role as a financial advisor or equivalent
• Strong analytical skills with the ability to conduct research and interpret financial data.
• Solid understanding of group retirement products: RRSPs, DCPPs, DPSPs, TFSAs etc.
• Motivated to help support a diverse team and contribute to a team environment.
• Pro-active and a self-starter with a keen attention to detail.
• Demonstrated ability to communicate effectivity in both written and verbal.
• Works well in a fast paced, client-focused environment.
• Proficiency in windows-based computer systems.
  
  

Why Join HUB?

• An exceptional, welcoming, and inclusive company culture.
• Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
• Work flexibility.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• Paid day off for your birthday – we want to celebrate you!
  
  

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values

• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve clients, communities, and colleagues.
  
  

Ready to join HUB and build a career in a rapidly growing industry? Apply today for the Group Retirement Wealth Relationship Manager opportunity!

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent