Senior Consultant, Group Retirement Services

Conteúdo do emprego

Internal Applicants:If you are a current NFP employee with access to the employee portal, please apply by navigating in the PeopleFirst Portal: Menu > Myself > View Opportunities (under My Company).

Business Line:Group Retirement Services

Hours Per Week:35 (Full-Time)

Location: Open to all Ontario offices, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About The Role
Whether our clients are just starting a business, building bigger than ever, or simply looking for the right advice to keep things in order, our Group Retirement Consulting team is there to care for the needs of our clients today, tomorrow, and every day after that.

We’re looking for a Senior Group Retirement Consultant responsible for ensuring overall client satisfaction and retention of our clients by providing day-to-day exceptional client service. This position is also responsible for managing and overseeing a block of CAP clients including the duties of managing the value of consulting time-related to compensation received for each client (profitability analysis). The successful candidate will be personable, capable, and hard-working with a desire to learn and work both independently and as part of a very tight-knit team.

What You’ll Do

• Follow industry best practices (CAP Guidelines) and applicable federal/provincial legislation when providing recommendations and insight related to plan governance and plan management at the direction of the SVP, Retirement Services
• Learn and follow established NFP client service culture and processes and abide by SalesForce (internal client relationship management) processes
• Interact with clients on an ongoing basis in person (or virtually), via email and phone calls to ensure the establishment and ongoing growth and development of the client relationship liaising with insurance carriers as necessary to provide timely and creative solutions
• Participate in and be involved in the preparation of annual review reports to be presented at client meetings with or without coordination with the insurance carrier partners
• Manage workload for your client assignments and assist other team members with client servicing needs, including education/presentations to plan member groups
• Coordinate and participate/assist to develop employee education sessions for group retirement plan clients’ needs – encourage ongoing employee engagement efforts to better position members toward retirement goals and understanding of investments, etc
• Work with prospects to develop new business opportunities within the group retirement (and benefit) departments in order to grow our business
• Make recommendations for changes to plan design, pricing of plan investments/recordkeeping fees and manage group retirement plan marketing / tendering process as needed and assist the client with any new developments affecting their plan and plan members including plan transitions between carriers
• Keep current with industry trends, benchmarking data, and legislation
  
  

What You Bring

• Willingness to have fun at work and create a warm and friendly relationship with our clients is essential!
• College or university graduate, or equivalent business experience
• Valid LLQP (will be required to obtain if not already in place)
• Completion of the Certified Employee Benefits Specialist designation (RPA) an asset
• Typically, five years’ experience within the group retirement insurance industry, preferably within customer service or account management. Alternatively, experience within the Financial Planning/Insurance industry
• Strong oral and written communications skills
• A passion for investing with a strong understanding of capital markets would be beneficial
• Ability to present capital market concepts and understand investment performance results would be ideal for this role
• Strong knowledge and experience related to group plan investment options/plans (i.e., pensions, RRSPs, DPSPs, and TFSAs) and the investment categories required to build a solid investment lineup for group plan members
• Excellent listener and communicator with project management, presentation, and negotiation skills
• A positive attitude and works well as a member of a team
• Strength in the application of computer skills; including Word, Excel; PowerPoint and Outlook
• Strength in quality, detail orientation and mathematical aptitude
• Commitment to providing excellence in client service experiences
• Demonstrated ability to coordinate a high level of activity while maintaining exceptional client focus and strong professional acumen
  
  

Who We Are
NFP is a leading insurance brokerage that provides property and casualty, group benefits, retirement, and individual solutions through our licensed subsidiaries and affiliates. We’re a 5x Best Places to Work award winner in Insurance, a 5-Star Brokerage award winner from Insurance Business Canada Magazine, and a recognized Elite Agency award winner. We enable client success through the expertise of over 1000 employees based in Canada and more than 6,900 employees with over 310 offices globally.

NFP is the 2nd largest retirement aggregator firm (Investment News) and 5th largest benefits broker by global revenue (Business Insurance Magazine).

Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space. To learn more, please visit https://nfp.ca/.

What’s In It For You
NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• A hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation, and collaboration
  
  

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development, and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work.