Group Retirement Specialist (Benefits & Retirement)Advisors Full Time Peterborough, ON $75,000 - $85,000 CAD per yearPOSITION TITLE: Group Retirement SpecialistDATE: October 2026Role OverviewPPF 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 AccountabilityThe 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 developmentDelivering competitive, well-structured proposals that win and retain businessActing as a subject matter expert for advisors and clientsSupporting and strengthening plan governance frameworks and best practicesContributing to overall team success through collaboration, innovation, and operational excellenceSuccess in this role is demonstrated through:Achievement of revenue and growth targetsStrong advisor confidence and referral activityHigh levels of client satisfaction and retentionEffective pipeline management and conversion ratesKey ResponsibilitiesSales & Business DevelopmentOwn and actively manage a group retirement sales pipeline, including prospecting, qualification, and closing of opportunitiesSupport advisors in identifying and advancing opportunities, while also independently driving new business growthDevelop and execute an annual business plan with explicit revenue targets and activity metricsLead and participate in client presentations, finalist meetings,



and sales discussionsConduct market and competitor analysis to position solutions effectively and differentiate our offeringPartner with advisors to develop go-to-market strategies that enhance client acquisition and retentionAdvise clients on the development and enhancement of plan governance frameworks, including:Roles and responsibilitiesFiduciary considerationsMonitoring and review processesDecision-making structuresProvide guidance on investment options, fee structures, regulatory requirements, and member communication standardsIdentify opportunities to improve plan design, efficiency, and overall client valueSupport ongoing client education and engagement strategiesProposal Development & ImplementationLead the development of client proposals, pricing analysis, and market comparisonsConduct market surveys and provider evaluations to determine optimal solutionsEnsure all proposals are accurate, competitive, and aligned with client objectivesOversee the implementation process, ensuring a smooth transition from sale to onboardingMaintain accountability for documentation accuracy, compliance, and follow-throughAdvisor & Internal CollaborationAct as a trusted partner to the Advisor Team, supporting both sales and client service deliveryCollaborate with internal stakeholders to ensure alignment on client strategy and executionSupport the development of internal processes and best practices to improve efficiency and consistencyContribute to continuous improvement of our group retirement offering and service modelOperational ExcellenceMaintain accurate and timely CRM documentation and pipeline trackingEnsure all client files and documentation are complete, compliant, and audit-readyManage multiple priorities in a fast-paced, high-accountability environmentStay current on industry trends, regulatory changes, and market developmentsWorking RelationshipsAdvisor Team: Partner closely to drive client acquisition, retention, and satisfactionGroup Retirement Consultant: Align on strategy, pipeline management, and client prioritiesClient Experience Team: Coordinate execution and ensure high-quality service deliveryExternal Partners/Providers:



Collaborate on plan design, pricing, and implementationSkillsStrong sales and business development capability, including pipeline management and closingAdvanced relationship management and client engagement skillsExcellent communication and presentation skills (both written and verbal)Strong analytical and problem-solving ability, with attention to detailEffective project and time management skills, with the ability to manage competing prioritiesProficiency with Dynamics CRM systems, Microsoft Office Suite, and digital tools (including AI-enabled tools)KnowledgeIn-depth understanding of group retirement and pension plan products and structuresKnowledge of plan governance principles, fiduciary responsibilities, and regulatory requirementsFamiliarity with market providers, investment options, and fee structuresUnderstanding of sales processes, client lifecycle management, and service delivery modelsAwareness of industry trends and competitive landscapeBehaviorsResults-driven: Takes ownership of outcomes and consistently delivers on targetsClient-centric: Prioritizes client needs while balancing business objectivesStrategic thinker: Sees the bigger picture and aligns actions to long-term goalsSelf-starter: Highly independent, proactive, and motivated to drive successCollaborative: Builds strong internal and external relationshipsAccountable: Takes responsibility for quality, accuracy, and follow-throughAdaptable: Thrives in a dynamic, fast-paced environment with evolving prioritiesProfessional presence: Represents PPF Group with credibility and confidenceWORKING 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 timePhysical 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).

📌 Group Retirement Specialist (Benefits & Retirement) (Madawaska Valley)
🏢 Collage
📍 Madawaska Valley