Managing Consultant, GRS

The Managing Consultant will support business growth and client retention through their knowledge of group retirement solutions and their ability to build strong relationships. The Managing Consultant is committed to providing a positive, memorable customer service experience.

The Managing Consultant, GRS will:

• Maintain relationships and deliver pro-active consulting services to an assigned block of clients including responding to general and technical questions regarding plan design, legislative requirements and a good working knowledge of investments, governance and taxation
• Maintain high client retention rate through the development of strong relationships and providing excellent client service and solutions
• Able to research answers and provide guidance to clients where needed
• Participate in finalist meetings to support the new business acquisition process
• Implement and provide on-going servicing of GRS clients
• Expand and maintain existing block of business and present solutions to clients
• Take part in transitioning new business acquisitions to the ongoing management service model
• Assist in preparing meeting materials for clients and following up with comprehensive meeting minutes and the execution of action items
• Develop and maintain a strong governance model for retirement clients
• Prioritize workflow with competing client deliverables
• Work closely and in coordination with other team members to provide exceptional service and solutions for clients
• Strategize, coordinate and/or develop and deliver member education materials and presentations
• Develop / approve employee communication for plan sponsors to communicate changes to their employees
• Research, write, deliver, and support the Financial Wellness solution for plan sponsors and plan members
• Lead and contribute to ad hoc projects to enhance client experience
• Provide expertise and support within the team and with partner firms to meet overall objectives
• Assist in educating and training team members towards building an overall stronger team
• Develop and maintain professional and technical knowledge and industry trends by attending education workshops and keep up to date with publications and the competitive landscape

To be successful as a Managing Consultant, GRS with People Corporation, you will need:

• Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration
• Minimum 3 – 5 years’ experience in group benefits in a client facing role
• Understanding of the group benefits industry including funding arrangements
• A Life license (LLQP) is required
• A customer service-oriented mindset, an entrepreneurial spirit, and the ability to adapt to a quickly changing environment

What's in it for you:

• Learn by working alongside our experts
• Best in class total compensation
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family
• Support achieving industry designations
• Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]

The base salary range for this position is $80,000 - $100,000 per annum.

This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.