Posting InformationBusiness Line: Group Retirement ServicesHours per Week: 35Preferred Locations: 17704 103 Ave NW Edmonton, T5S 1J9 - Hybrid SettingDetails: Full-Time, Permanent Position, Current VacancyAbout The RoleThe Senior Retirement Consultant is responsible for growing, servicing and managing a dedicated block of group retirement plan clients, acting as a trusted advisor to plan sponsors and key stakeholders. This role focuses on business development, delivering high quality consulting support, retaining and deepening client relationships, and providing strategic guidance on plan design, governance, provider oversight, and member outcomes.The successful candidate will bring strong sales skills, technical knowledge, excellent relationship management skills, and the ability to proactively identify opportunities to enhance plan effectiveness while ensuring regulatory and best practice compliance.What You'll DoProactively identify new business opportunities and build relationships with quality retirement business leads via referrals and other prospecting techniques (approximately 40% of your time)Meet and/or exceed individual sales targets as well as department goalsServe as the primary consultant and day-to-day relationship manager for an assigned block of group retirement plan clients, ensuring consistent, high quality serviceBuild strong, long term relationships with plan sponsors, committees, and internal stakeholders to support client retention and satisfactionLead annual plan reviews and ongoing touchpoints to assess plan performance, member outcomes, and alignment with client objectivesProactively identify potential risks, service issues, or retention concerns and develop solutions in collaboration with internal teams and vendorsAdvise clients on plan design enhancements, including eligibility, contribution structures, automatic features, investment menu considerations,



and member engagement strategiesProvide guidance on plan governance, CAP Guidelines, and applicable federal/provincial legislative and regulatory requirements (federal and provincial)Support clients through plan changes, vendor transitions, or special projects, ensuring a smooth and well communicated experienceManage consulting time and service models to ensure alignment between client needs, compensation, and overall account profitabilityContribute to retention strategies and growth opportunities by identifying integrated sale or service enhancement opportunities where appropriateWork closely with internal service, operations, and leadership teams to deliver a seamless client experienceAct as a subject matter resource for peers on plan governance, best practices, and complex client scenariosFollow 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 VP, Retirement ServicesWhat You BringCollege or university graduate, or equivalent business experience requiredValid LLQP (will be required to obtain within one year of employment date if not already in place)Passion for sales and generating new businessCompletion of the Certified Employee Benefits Specialist designation (RPA) an assetTypically, five years' experience within the group retirement insurance industry, preferably within customer service or account management.



Alternatively experience within the Financial Planning/Insurance industryStrong oral and written communications skillsA passion for investing with a strong understanding of capital markets would be beneficialAbility to present capital market concepts and understand investment performance results would be ideal for this roleStrong 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 membersExcellent listener and communicator with project management, presentation and negotiation skillsA positive attitude and works well as a member of a teamStrength in application of computer skills; including Word, Excel; Power Point and OutlookStrength in quality, detail-orientation and mathematical aptitudeCommitment to providing excellence in client service experiencesDemonstrated ability to coordinate a high level of activity while maintaining exceptional client focus and robust professional acumenWhat's In It For YouA hybrid environment approach that keeps the best interests of our staff and our clients in mindAnnual bonus plan for all employeesMatching RRSP plan of 5% of salaryReferral Commission PlanGenerous benefits plan including Health Care Spending Account starting on the first day of employmentFull support for continuing education & internal opportunities to grow as an insurance professional to advance careerReimbursement of license fees and professional membership duesA global team of industry leaders focused on employee retention, client growth, industry innovation and collaborationAccommodations are available on request for candidates taking part in all aspects of the selection process.Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.#NFPCANADASRCON015418

📌 Senior Consultant, Group Retirement (Calgary)
🏢 NFP, an Aon company (Canada)
📍 Calgary