Sr. Consultant, Group Retirement

Sr. Consultant, Group Retirement role at NFP, responsible for servicing and managing a dedicated block of group retirement plan clients, acting as a trusted advisor to plan sponsors and key stakeholders.

Requirements

• College or university graduate, or equivalent business experience required
• Valid LLQP (will be required to obtain within one year of employment date if not already in place)
• Completion of the Certified Employee Benefits Specialist designation (RPA) an asset
• Typically, five years' experience within the group retirement insurance industry, preferably within customer service or account management
• Strong oral and written communications skills
• A passion for investing with a strong understanding of capital markets would be beneficial
• Ability to present capital market concepts and understand investment performance results would be ideal for this role
• Strong 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 members
• Excellent listener and communicator with project management, presentation and negotiation skills
• A positive attitude and works well as a member of a team
• Strength in application of computer skills; including Word, Excel; Power Point and Outlook
• Strength in quality, detail-orientation and mathematical aptitude
• Commitment to providing excellence in client service experiences
• Demonstrated ability to coordinate a high level of activity while maintaining exceptional client focus and strong professional acumen

Benefits

• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues