Group Retirement Specialist (Benefits & Retirement)
Advisors Full Time Peterborough, ON $75,000 - $85,000 CAD per year

POSITION TITLE: Group Retirement Specialist

DATE: October 2026

Role Overview

PPF Benefits & Retirement is experiencing continued growth and is now focused on strategically expanding our group retirement and pension plan portfolio. We are seeking a results-oriented, relationship-driven Group Retirement Sales Specialist to lead the development, positioning, and delivery of our group retirement solutions.

This role is accountable for driving new business, supporting advisor-led opportunities, and strengthening client retention through strategic plan design and governance excellence. The successful candidate brings both sales acumen and technical expertise, enabling them to confidently lead client conversations, differentiate our offering in the market, and deliver high-quality, compliant retirement solutions.

This is a highly visible role within the organization, critical to achieving our growth objectives and enhancing our reputation as a trusted advisor in the group retirement space.

General Accountability

The Group Retirement Specialist operates with a service-first, commercially focused mindset, balancing client needs with business growth objectives.

An LLQP license is an asset. Obtaining an LLQP license will be required within 3 months.

This role is responsible for:

Owning and executing on group retirement sales strategy and pipeline development

Delivering competitive, well-structured proposals that win and retain business

Acting as a subject matter expert for advisors and clients

Supporting and strengthening plan governance frameworks and best practices

Contributing to overall team success through collaboration, innovation, and operational excellence

Success in this role is demonstrated through:

Achievement of revenue and growth targets

Solid advisor confidence and referral activity

High levels of client satisfaction and retention

Effective pipeline management and conversion rates

Key Responsibilities

Sales & Business Development

Own and actively manage a group retirement sales pipeline, including prospecting, qualification, and closing of opportunities

Support advisors in identifying and advancing opportunities, while also independently driving new business growth

Develop and execute an annual business plan with clear revenue targets and activity metrics

Lead and participate in client presentations, finalist meetings, and sales discussions





Conduct market and competitor analysis to position solutions effectively and differentiate our offering

Partner with advisors to develop go-to-market strategies that enhance client acquisition and retention

Advise clients on the development and enhancement of plan governance frameworks, including:

Roles and responsibilities

Fiduciary considerations

Monitoring and review processes

Decision-making structures

Provide guidance on investment options, fee structures, regulatory requirements, and member communication standards

Identify opportunities to improve plan design, efficiency, and overall client value

Support ongoing client education and engagement strategies

Proposal Development & Implementation

Lead the development of client proposals, pricing analysis, and market comparisons

Conduct market surveys and provider evaluations to determine optimal solutions

Ensure all proposals are accurate, competitive, and aligned with client objectives

Oversee the implementation process, ensuring a smooth transition from sale to onboarding

Maintain accountability for documentation accuracy, compliance, and follow-through

Advisor & Internal Collaboration

Act as a trusted partner to the Advisor Team, supporting both sales and client service delivery

Collaborate with internal stakeholders to ensure alignment on client strategy and execution

Support the development of internal processes and best practices to improve efficiency and consistency

Contribute to continuous improvement of our group retirement offering and service model

Operational Excellence

Maintain accurate and timely CRM documentation and pipeline tracking

Ensure all client files and documentation are complete, compliant, and audit-ready

Manage multiple priorities in a fast-paced, high-accountability environment

Stay current on industry trends, regulatory changes, and market developments

Working Relationships

Advisor Team: Partner closely to drive client acquisition, retention, and satisfaction

Group Retirement Consultant: Align on strategy, pipeline management, and client priorities

Client Experience Team: Coordinate execution and ensure high-quality service delivery

External Partners/Providers:



Collaborate on plan design, pricing, and implementation

Skills

Strong sales and business development capability, including pipeline management and closing

Advanced relationship management and client engagement skills

Excellent communication and presentation skills (both written and verbal)

Strong analytical and problem-solving ability, with attention to detail

Effective project and time management skills, with the ability to manage competing priorities

Proficiency with Dynamics CRM systems, Microsoft Office Suite, and digital tools (including AI-enabled tools)

Knowledge

In-depth understanding of group retirement and pension plan products and structures

Knowledge of plan governance principles, fiduciary responsibilities, and regulatory requirements

Familiarity with market providers, investment options, and fee structures

Understanding of sales processes, client lifecycle management, and service delivery models

Awareness of industry trends and competitive landscape

Behaviors

Results-driven: Takes ownership of outcomes and consistently delivers on targets

Client-centric: Prioritizes client needs while balancing business objectives

Strategic thinker: Sees the bigger picture and aligns actions to long-term goals

Self-starter: Highly independent, proactive, and motivated to drive success

Collaborative: Builds strong internal and external relationships

Accountable: Takes responsibility for quality, accuracy, and follow-through

Adaptable: Thrives in a dynamic, fast-paced environment with evolving priorities

Professional presence: Represents PPF Group with credibility and confidence

WORKING CONDITIONS:

Physical Effort: Majority of time is spent in a comfortable position and most activities require a variety of easy muscle movements. Sustained keyboarding with a required ability to sit for extended periods of time

Physical Environment: Environment has only occasional exposure to mild unpleasant or disagreeable conditions with remote possibility of accident or health hazards. Regular travel for business and client meetings required.

Sensory Attention: Work activities involve need to concentrate for intermediate durations and close attention several times daily. Excellent reading comprehension of printed and electronic text required.

Mental Stress: Fast-paced work environment with occasional exposure to one or more mental pressures (e.g. deadlines, needs for accurate, potentially difficult clients or situations).

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📌 Group Retirement Specialist (Benefits & Retirement) (Ontario)
🏢 Collage
📍 Ontario