Group Plan Investment and Retirement Consultant

Job Listing No: 9740000

Group Plan Investment and Retirement Consultant

Leading Insurance and Financial Services Company – Montreal, QC – Our Transition Solutions team constantly looks for new ways to improve our Group Retirement plan member experience by offering them value-added financial support throughout their lifetime. We are fully dedicated to building relationships with existing employees of our employer group clients. Our consultants are investment specialists who guide group plan members through the financial options available to them as it relates to their group retirement savings upon employment termination or retirement. The primary role of the Group Plan Investment and Retirement Consultant is to engage in needs based conversations over the phone, with the goal of educating employees who are leaving their employer on the benefits of group plan versus retail investing, understanding the impact of investment fees, defining their risk profile and helping them consolidate their assets, in addition to continuing to make ongoing Group RRSP contributions. Using your financial expertise and industry knowledge of … – Permanent – Full-time

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