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

This role will require obtaining the LLQP license within three months. In addition, successful candidates 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.

Consultants will spend approximately 75% of their time on servicing clients and the other 25% of their time on business development activities like GRS marketings, request for proposals, and networking. Consultants typically work together with a Managing Consultant on large/complex clients. Consultants are the lead advisor for an assigned block of clients.

The 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. Client Expansion: Within your client block, cultivating and executing on opportunities to expand our relationship by bringing in other People Corporation solutions to your clients. Performance is measured by new revenues during the fiscal year.
4. Business Development: Develop strong relationships within the GRS team, actuarial consultants, brokers, and supplier partners. Conduct marketings and requests for proposals for your clients, and other clients within People Corporation. Consultants will also need to work closely with GB Consultants and prospective clients referred to you. Performance is measured by new revenues during the fiscal year, and compliance with monthly sales tracking and reporting.
5. 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.
6. 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 Consultant with People Corporation, you will need:

• 5-7 years experience working with group retirement savings programs
• LLQP License (or willingness to obtain it within 3 months of starting)
• 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.
• Willingness 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 careers@peoplecorporation.com

Details