About Cremasco Partners:
Cremasco Partners specializes in crafting tailored solutions for Group Benefits and Group Retirement Plans. With decades of experience, our firm is built on service, expertise, and a deep commitment to client success. As we continue to grow, we’re looking for a detail-oriented and client-focused Associate Group Advisor to join our energetic team.
Position Summary:
The Associate Group Advisor will support the planning, implementation, and day-to-day service of our Group Benefits and Group Retirement clients. Working closely with senior advisors, this role is ideal for someone who enjoys building client relationships, has strong analytical and communication skills, and is eager to develop expertise in employee benefits and pension solutions.
Key Responsibilities:
- Complete renewals of group benefits and retirement plans
- Support advisors in preparing plan analyses, proposals, reports, and presentations
- Help onboard new group clients and support plan implementations
- Maintain accurate client records and manage ongoing client service needs
- Liaise with insurance carriers and providers to resolve issues and coordinate plan updates
- Attend client meetings, document action items, and ensure timely follow-up
- Stay current on industry trends, compliance updates, and product developments
Qualifications:
- Post-secondary education in business, finance,
human resources, or related field
- 1–3 years of experience in group benefits, pensions, HR, or financial services preferred
- Strong organizational skills with attention to detail and deadlines
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office (Excel, Word, PowerPoint); experience with benefits admin software an asset
- Ability to manage multiple tasks in a fast-paced environment
- Enrollment in (or willingness to pursue) relevant industry certifications (e.g., CEBS, GBA, RPA, LLQP)
What We Offer:
- Supportive, team-oriented culture with mentorship from experienced professionals
- Ongoing professional development and industry education
- Market-competitive salary with performance-based incentives
- Comprehensive benefits package and RRSP matching
How to Apply:
If you’re passionate about delivering exceptional client service and ready to grow your career in the group benefits and retirement industry, we want to hear from you.
Please send your resume and cover letter to
[email protected] with the subject line: Application – Associate Group Advisor.
Job Types: Full-time, Permanent
Pay: From $1.00 per year
Benefits:
- Dental care
- Extended health care
- Paid time off
- RRSP match
Work Location: In person
📌 Associate Group Benefits Advisor (Canada)
🏢 Cremasco Financial
📍 Canada