Advisor – Client Relations, Group Savings and Retirement

🔥 54 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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People Corporation

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2007

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

People Corporation is a national provider of group benefits, group retirement, and human resource solutions in Canada. The company offers a suite of services designed to meet the needs of organizations of all sizes, including those in various sectors such as Indigenous groups, public institutions, associations, and franchises. Their expertise spans across group benefits management, retirement program services, HR consulting, health and wellness programs, and disability management to ensure organizational health and employee satisfaction.

📋 Description

• Act as the primary client contact and oversee the overall relationship, service quality, and support provided to plan sponsors in managing their group retirement plans • Manage relationships with a portfolio of clients and provide proactive advisory services • Respond to general and technical questions regarding plan design and legal requirements • Advise clients on investments, governance, and taxation • Build strong relationships, deliver excellent client service, and provide tailored solutions • Participate in finalist meetings to support new business acquisition • Implement retirement client programs and provide ongoing follow-up • Develop and maintain the existing book of business and present solutions to clients • Support the transition of new business to the ongoing service model • Prepare meeting materials, draft minutes, and ensure action items are implemented • Develop and maintain a robust governance framework for retirement clients • Prioritize tasks when deliverables compete • Collaborate with team members to deliver exceptional service and solutions • Develop, coordinate, and distribute educational materials and presentations for plan members • Develop or approve communications for plan sponsors • Research, prepare, present, and follow up on financial wellness solutions • Lead and contribute to ad hoc projects aimed at improving the client experience • Provide expertise and support to the team and partner firms • Contribute to the training and development of team members • Develop and maintain professional and technical knowledge, as well as an understanding of industry trends

🎯 Requirements

• Bachelor’s degree in business or a related field • RPA and CAAS designations are considered assets • Group annuity license issued by the Autorité des marchés financiers (AMF) • At least 5–7 years of relevant experience in the retirement or pensions industry, ideally in a client-facing advisory role • Demonstrated ability to build strong professional relationships • Solutions-oriented, with the ability to proactively identify business solutions for complex needs and challenges • Strong business and financial acumen • Professionalism in internal and external communications • Excellent interpersonal, verbal, written, and presentation skills • Excellent time-management skills • Strong team player with the ability to work independently to find solutions • Willingness to travel as required • Access to a vehicle and a valid driver’s license • Fluency in English required • Willingness to adapt to change and take on new challenges • Passion for the client experience

🏖️ Benefits

• Inclusive and accessible work environment • Accommodation measures or alternative formats available upon request • Opportunity to reach your full potential in a respectful, supportive, and empowering environment