GRS Managing Consultant

People Corporation; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Managing Consultant in the thriving Group Retirement Solutions practice. This role offers the chance to build strong relationships with clients while managing a diverse portfolio of retirement savings programs. You will be responsible for proactive account management, coaching team members, and serving as a subject matter expert on market trends and legislation. Enjoy a supportive environment that values your contributions and offers extensive health benefits, retirement savings plans, and opportunities for professional growth. If you are a proactive, client-focused individual with a passion for helping others, this is the perfect opportunity for you.

Benefits

Extended health care and dental benefits

Retirement savings plan with company contributions

Health & Wellness offerings

Mental Health programs

Assistance for industry designations

Competitive compensation

Qualifications

• 3-5 years experience in group retirement savings programs is essential.
• LLQP license required or willingness to obtain within 3 months.

Responsibilities

• Manage and service an existing block of GRS clients through proactive account management.
• Coach and mentor team members for their development and career progression.

Skills

Client focused approach

Effective communication skills

Analytical skills

Proactive mindset

Team player mindset

Presentation skills

Creative mindset

Education

LLQP license

3-5 years experience in group retirement savings programs

Tools

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Job description

Our Group Retirement Solutions (GRS) practice continues to be a high growth area for People Corporation, and we are looking for a Managing Consultant in the Toronto area.

This role will require obtaining the LLQP license within three months. In addition, the successful candidate will be organized and take initiative, able to develop strong relationships with clients, prospects, teammates, and internal/external distribution partners. Good analytical skills and experience conducting GRS marketings, request for proposals, and finalist presentations are important competencies for these roles.

Managing Consultants are the day-to-day contact for clients assigned and will typically work together with a Consultant on large/complex clients. The main difference between the Consultant role and Managing Consultant role is the Consultant role has business development responsibilities.

The Managing Consultant will focus on:

1. Client Service: Manage and service an existing block of GRS clients through proactive account management and regular client contact with the support of 1-2 others depending on the size/complexity of the client. Maintain a client database of key information and keep up to date. Performance is measured by client retention/satisfaction levels and adherence to quality of client records and database maintenance.
2. Development of Others: Coach and Mentor others on the team to help with their development and career progression which will help the practice and you personally to be able to take on more clients as your block expands. Performance is measured by team feedback and their personal development and progress.
3. Special Projects: Support the GRS practice by helping with client communication summaries of key legislation updates and CAPSA guideline updates. Participate in and or host webinars and member information sessions. Other projects as assigned.
4. Subject Matter Expert: Maintain LLQP license, monitor competitive landscape on market trends, pricing, products, and services. Understand and be able to articulate, both verbal and written, legislation, taxation, investments, and compliance as it pertains to retirement and savings programs and solutions offered by the GRS team.

To be successful as a Managing Consultant with People Corporation, you will need:

• 3-5 years experience working with group retirement savings programs.
• LLQP license (or willingness to obtain within 3 months) required
• Team player mindset
• Client focused approach
• To be proactive and deliver on promises.
• Effective communication and presentation skills.
• Proficiency in Microsoft Outlook, PowerPoint, Word, and Excel.
• Creative mindset and proficient writing skills.
• Willing to help develop/enhance marketing/sales materials and client communication/education materials.

What's in it for you:

• Learn by working alongside our experts
• Extended health care and dental benefits
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family
• Assistance for the completion of industry designations
• Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [e-mail]