Group Benefits & Retirement Consultant

DGA Careers; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

An esteemed financial services firm in Calgary is seeking a Group Benefits & Retirement Consultant to enhance client relationships and drive business growth. This role focuses on consultative advising, plan management, and regulatory compliance, ensuring clients receive tailored solutions that align with their long-term goals. Join a dynamic team that values innovation and collaboration, offering a flexible work environment and opportunities for professional development. If you have a passion for client service and a strategic mindset, this is an exciting opportunity to make an impact in a thriving firm.

Benefits

Competitive compensation

Profit-sharing opportunities

Strong benefits package

Ongoing professional development

Career advancement support

Dynamic, flexible work environment

Results-driven culture

Qualifications

• 5+ years in group benefits and retirement advising, with 2-3 years on the brokerage side.
• Life insurance license and industry designations preferred (GBA, RPA, CEBS).

Responsibilities

• Assess corporate clients' needs and provide strategic guidance on benefits.
• Oversee annual renewal processes and deliver clear recommendations.

Skills

Client Relationship Management

Consultative Advising

Business Development

Communication Skills

Problem-Solving

Education

Bachelor’s degree in business, finance, or a related field

Tools

CRM systems

Industry software

Job description

Our esteemed Calgary-based boutique financial services firm is seeking a Group Benefits & Retirement Consultant to join their expanding team. With a unique, integrated approach encompassing financial services, mortgage services, estate law, accounting, and general insurance, they offer clients a seamless, all-encompassing experience. Their culture thrives on collaboration, innovation, and professional excellence, making this an exciting opportunity for a dynamic advisor ready to make an impact.

The Role

As a Group Benefits & Retirement Consultant, you will play a critical role in servicing and growing an established portfolio of corporate clients. This position is ideal for a strategic thinker with a strong client-service focus, an entrepreneurial mindset, and a passion for delivering tailored benefits and retirement solutions.

While the primary focus (80%) is on maintaining and enhancing relationships with existing clients, a key aspect of the role involves identifying and capitalizing on business development opportunities within the firm's client network and your own professional connections.

Key Responsibilities

Consultative Client Advising – Assess corporate clients' group benefits and retirement needs, providing strategic guidance and customized solutions that align with their long-term objectives.

Plan Management & Renewals – Oversee the annual renewal process, delivering detailed analysis, clear recommendations, and proactive communication to support informed client decisions.

Implementation & Onboarding – Lead the transition process for new benefits and retirement programs, ensuring a seamless experience and fostering confidence from day one.

Client Engagement & Retention – Cultivate long-term client relationships through proactive outreach, expert insights, and ongoing plan optimizations.

Responsive Support & Problem-Solving – Act as a trusted advisor for clients, addressing inquiries and adjustments with professionalism and efficiency.

Regulatory & Compliance Expertise – Ensure all plans adhere to provincial regulations and industry best practices, maintaining the firm’s reputation for integrity and excellence.

Education & Communication – Develop and deliver informative sessions for clients, empowering them to make well-informed decisions about their benefits and retirement programs.

Market Intelligence & Business Growth – Monitor industry trends and competitor offerings to identify opportunities for enhanced solutions and strategic cross-selling within the existing client base.

CRM & Data Management – Maintain detailed records of client interactions, plan specifications, and key performance metrics to ensure seamless service and ongoing client satisfaction.

What You Bring

A minimum of 5 years of experience in group benefits and retirement advising, with at least 2-3 years on the brokerage side.

A valid life insurance license and industry designations (GBA, RPA, or CEBS preferred).

A strong track record in client relationship management and consultative advising.

An entrepreneurial mindset with proven business development success.

Exceptional communication and presentation skills to engage and educate clients effectively.

A Bachelor’s degree in business, finance, or a related field.

Proficiency with industry software and CRM systems.

A proactive, solutions-oriented approach to client service and problem-solving.

What Sets You Apart

A self-motivated, client-first approach with a passion for delivering value.

Strong project management skills and a high level of attention to detail.

An established professional network within the Calgary business community.

A commitment to continuous learning and professional growth.

The ability to thrive in a fast-paced, evolving environment.

Why Join?

Work with a highly skilled team in a firm that values innovation and collaboration.

Enjoy a dynamic, flexible work environment that supports growth and autonomy.

Gain access to cross-disciplinary expertise across financial services, insurance, and more.

Competitive compensation, profit-sharing opportunities, and a strong benefits package.

Ongoing professional development and career advancement support.

A results-driven culture that promotes work-life balance.