Toronto, ON | Hybrid – 2 Days/Week in Office | Full-Time, Permanent

Build a Book. Own the Relationship. Grow Your Career.

Our client is a well-established, privately held insurance brokerage with a strong reputation in Employee Benefits and Group Retirement Programs . The firm has been operating since 1985 and works with employers across Canada to design and maximize the value of their benefits, pension, and retirement programs.

Due to continued growth and an increased focus on expanding their Group Retirement Services (GRS) practice , they are looking to add a Group Retirement Account Executive to their Toronto team.

This is an excellent opportunity for an experienced Group Retirement professional who wants to take on greater sales, business development, and revenue ownership while continuing to provide high-value advice to clients.

The Opportunity
This is not a purely service-focused role .

You will have the opportunity to build and grow your own book of Group Retirement business through:

Developing new client relationships and revenue opportunities
Expanding Group Retirement relationships within existing Group Benefits clients
Leveraging your network and business development capabilities to identify opportunities
Leading discovery meetings, sales conversations, and proposal presentations
Becoming a trusted advisor to senior decision-makers
Owning client relationships from initial opportunity through long-term retention and growth

Success will be measured through new revenue growth, client retention, plan asset growth, and overall client satisfaction .

Key Responsibilities




Sales & Business Development
Build and grow a personal book of Group Retirement business
Identify opportunities with both new prospects and existing clients
Lead sales presentations, discovery meetings, and proposals
Develop long-term relationships with employers and key decision-makers
Take ownership of revenue performance and client retention

Client Advisory & Relationship Management
Act as a trusted consultant on Group Retirement plan design, investments, implementation, and governance
Lead client meetings and discussions with senior stakeholders
Manage RFP and vendor selection processes
Provide recommendations regarding record-keeper partnerships
Work closely with internal teams, record-keepers, and other partners to deliver integrated solutions
Prepare and present investment reviews and annual plan performance reports
Deliver retirement education and employee enrolment support

What We're Looking For
5+ years of Group Retirement Services experience within a brokerage or consulting setting
Strong knowledge of Capital Accumulation Plans (CAPs), Canadian pension legislation, and group retirement savings plans
Proven experience or robust interest in sales, business development, and revenue growth




Strong communication and presentation skills
Ability to build trusted relationships with senior-level clients
Bachelor's degree in Business, Finance, Mathematics, or a related discipline
CFP, RPA, CEBS, or similar designation is an asset
Group Benefits experience is an asset
French/bilingual capabilities are an asset, particularly for national client portfolios
Competitive base salary + commission
Uncapped earning potential
Compensation directly tied to performance and revenue growth
Opportunity to build a long-term, valuable book of business
Join an established independent firm with a growing Group Retirement practice

Why Join?
Established, independent organization with a strong reputation in the market
Growing Group Retirement practice with significant opportunity
Collaborative and supportive team environment
Strong focus on professional development and continuous learning
Hybrid work environment — 2 days per week in the Toronto office
Comprehensive Employee Benefits & Retirement Program with 100% employer match
Health & Wellness Spending Account
Complimentary financial planning
Employee & Family Assistance Program
Mental health and wellness resources
Additional paid days off
Regular team appreciation and social events
Convenient subway-accessible Toronto office

Interested?
If you're an experienced Group Retirement professional who enjoys winning new business, growing relationships, and having a direct impact on your earnings , we'd love to hear from you.

#J-18808-Ljbffr

📌 Group Retirement Account Executive (Ontario)
🏢 The Vantage Talent Group
📍 Ontario