Pension and Investment Consultant

Gallagher; London; On-site; CAD 70,000 - 100,000; Full time

Job summary

Gallagher is seeking a Retirement and Investment Consultant to manage client relationships and provide investment guidance. The ideal candidate will have over 5 years of experience in retirement plans and a relevant degree. This role offers a competitive salary and a range of benefits, emphasizing inclusion and diversity.

Benefits

Flexible medical & dental coverage

Retirement savings including RRSP and TFSA

Employee Stock Purchase Plan

Educational expense reimbursement

Discounted gym membership

Opportunity for flexible work arrangements

Qualifications

• Minimum of 5 years’ experience in institutional retirement plans.
• Knowledge of Canadian pension industry and investment regulations.
• Bilingual (French) is an asset.

Responsibilities

• Lead Consultant for a defined block of FRS clients.
• Prepare and deliver investment reviews and annual plan reviews.
• Monitor client satisfaction and proactively find solutions.

Skills

Strong oral and written communications skills

Team player

Solution minded

Education

Undergraduate degree in Math, Business or other related areas

CFA, CIPM, ASA, CFP, RPA, CEBS

Tools

Microsoft Office

Job description

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

As the Retirement and Investment Consultant in the Financial and Retirement Services (FRS) practice, you will be responsible for the day-to-day account management with our group retirement clients. Our approach is warm and our relationships are everything with these client groups.

How you'll make an impact

• Lead Consultant for a defined block of FRS clients
• Secondary Consultant for a defined block of FRS clients working closely with other FRS Consultants
• Maintain close relationship with the FRS team and other GBS practices
• Maintain close relationship with clients and record keepers
• Regularly prepare and deliver succinct and intelligent reports including investment reviews and annual plan reviews
• Provide product and process expertise in plain language to meet client needs
• Manage request for proposal and marketing process to provide information and recommendation for selection of appropriate record-keepers for clients
• Participate in, and occasionally lead, responses to requests for proposal for new business
• Involved in business development initiatives for the FRS practice to cross-sell through existing clients as well as new prospect opportunities
• Understand and communicate what can be delegated to the record-keeper vs. what should be handled by the Consultant
• Monitor client satisfaction level with record-keeper and with GBS
• Proactively monitor service activity against service standards; watch for possible problems and proactively find solutions
• Creatively devise solutions and facilitate necessary process changes to ensure delivery of timely and efficient client service
• Proactively present new ideas to improve efficiencies
• Co-ordinate and occasionally deliver off-site Retirement Seminars (utilizing the record-keeper) to educate clients and their employees about fiduciary responsibilities, investment and retirement needs, and pension and tax legislation
• Provide investment guidance to Plan members either via phone or in person, as required
• Work with the client and record-keeper to develop a communication strategy; prepare written communication pieces
• Evaluate and judge the similarities, differences, and capabilities of the various investment managers and record-keepers
• Assist in the development of articles or presentations on industry related trends

About you

• A minimum of 5 years’ experience in institutional retirement plans, and general investment consulting with significant facing exposure is required
• Undergraduate degree in Math, Business or other related areas
• CFA, CIPM, ASA, CFP, RPA, CEBS an asset
• Capital Accumulation Plan experience and knowledge of Canadian pension industry, group retirement and non-registered savings plans, and pension / investment regulations and legislation (some U.S. knowledge valuable, too)
• Strong oral and written communications skills
• Team player; however, able to work independently
• Willing to be an individual and have fun
• Strong work ethics
• Bilingual (French) an asset
• Highly proficient in Microsoft Office programs
• Strong planning and time management skills
• Solution minded

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve :

• Flexible medical & dental coverage to meet your household's needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan

Other benefits include :

• Educational expense reimbursement
• Employee assistance programs
• Discounted gym membership (GoodLife Fitness)
• Opportunity for flexible work arrangements
• Employee education recognition program
• Employee referral bonus program

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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Investment Consultant • London, ON, Canada