Conseiller ou conseillère, Assurance de personnes

In Group Retirement Savings (GRS), our mission is to help our clients promote and engage their workforce in their workplace retirement savings program with a focus on financial autonomy and lifetime support.

As an important benefit, this helps our clients to attract and retain the best talent available in their field. As a financial cooperative, our definition of wealth, growth and benefits include people and communities.

If a career in a client-facing role where you have the opportunity to develop strong partnerships and ensure the client’s view contributes to the growth of the business unit is of interest to you, this role is the perfect introduction.

As an Account manager, Group retirement savings, you work closely with two or three Client Relationship Managers (CRMs) in proactively supporting client and partner needs.

These clients have complex and diversified needs that represent significant development potential for the business unit.

You will have the opportunity to support the CRMs on a variety of requests and projects and will be included in meetings, both external and internal, to ensure the client’s expectations are met.

A solid understanding of the product and services available in Group Retirement Services is preferred. More specifically, you will be required to :

Maintain outstanding relationships between GRS and the client and advisors / consultants with the CRM

Lead client meetings as required with the strategic CRM, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities

Provide support to the strategic CRM on identified requests / projects for strategic clients which will require collaborating with internal partners

To deal with individuals at multiple levels within an organization

Understand and review industry trends and stay current on new or modified products and services to help support the CRM

in identifying possible best practices for our clients

Take ownership for submitting identified requests, such as marketing or education, to support client initiatives which will include peer reviews

Participate and contribute to internal projects with the objective of bringing the client perspective to the conversation

Support the resolution of issues with the help of internal teams, inform them of potential problems and make recommendations to improve client satisfaction

What we offer*

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan that provides predictable, stable income throughout retirement

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

What you bring to the table

Bachelor's degree in a related field

A minimum of five years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Certified Employee Benefit Specialist (CEBS), Canadian Securities Course (CSC) and / or Life Licence Qualification Program (LLQP).

Valid Financial Security Advisor licence in Quebec

Expert Proficiency in English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and / or clients

Knowledge with project management or account management

Knowledge of pension industry including pension products and legislation

Available for travel minimal, mostly within Canada and between offices

LI-Hybrid

Trade Union

Non-unionized