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AB
Director, Group Retirement
AGA Benefit Solutions
Quebec, QC
- $85,000 to $106,000 CAD / year
- Full-time
Contribute to the development of the practice and the training of team members;
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AGA Benefit Solutions

Director, Group Retirement

Montreal, QC, Canada

$85,000 to $106,000 CAD / year · Full-time

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Job details

Pay: $85,000 to $106,000 CAD / year
Job type: Full-time
Apply by: May 11, 2027
Experience: Hold over 10 years of experience in pension plans;
Posting language: English
Posted: Nov 12, 2026

Original job description

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!

Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment.

Your mandate will consist in...

Your mandate will primarily consist of providing service to clients with pension plans (governance reports, pension committee meetings, employee presentations, etc.). The candidate will also actively contribute to the development of new retirement business and the visibility of the practice. Are you looking to take on a new challenge and contribute to the company’s growth objectives? Read on to discover the skills and qualifications needed to thrive at AGA!

Your main tasks will include:

Conduct courtesy visits with partner brokers to maintain strong relationships, build long-term business connections, support problem resolution, and foster new business development;
Prepare governance reports within established deadlines, analyze and validate information, and present findings to group representatives and/or brokers;
Explain various pension plan features to group representatives or plan members through calls, meetings, or information sessions;
Actively participate in the development of new retirement business;
Provide technical and professional leadership in one or more areas of the practice;
Contribute to the development of the practice and the training of team members;
Promote the company’s proprietary and related products and identify business opportunities;
Support other advisors in business development as well as administrative and/or technical follow-ups on their files;
Coordinate the implementation and enrollment of new groups, as well as the transfer of existing groups, and follow up on information requests;
Collaborate with partners/insurers by providing all required information and documentation during the sale of a group, the implementation of a new plan, group transfers, or terminations;
Represent AGA Benefit Solutions at conferences or seminars, lead or participate in training sessions as a facilitator or resource person, and prepare post-event reports;
Gather market intelligence on methods, products, procedures, and other relevant information to help improve service quality while proposing constructive solutions;
Actively participate in sales and SWAT meetings;
Perform any other related duties as assigned by the supervisor.

Required Qualifications:

Hold over 10 years of experience in pension plans;
Hold a Group Insurance and Annuity Certificate issued by the Autorité des marchés financiers (AMF);
Strong knowledge of social legislation;
Good knowledge of Microsoft Office Suite;
Excellent command of both French and English, spoken and written. (Proficiency in both languages is essential to analyze and understand contractual documents, brochures, and communications from internal and external sources, often written in either language. It is also required to provide phone and email support to English-speaking clients across Canada and to collaborate effectively with colleagues outside the province.);
Strong interpersonal skills and excellent verbal and written communication abilities;
Ability to negotiate, influence, and mobilize team members, with strong political acumen;
Demonstrate sound judgment, integrity, and honesty;
Maintain strict confidentiality of client information entrusted to AGA.

Are you inquisitive, self-reliant and unafraid of the unknown?

We are interested in meeting you! Apply now and we will contact you if your application is retained for the next step of our recruitment process.

*AGA welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

**At AGA, no artificial intelligence or automated systems are used to pre-screen, assess, or select applications. All applications are reviewed by our Employee Experience team. In addition, candidates who have participated in an interview will be notified of the hiring decision within a maximum of 45 days following their final interview. AGA is committed to maintaining a transparent, fair, and legally compliant recruitment process.

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More about this job

Responsibilities

Provide client service and technical leadership for group pension plans, including preparing and presenting governance reports, explaining plan features, and coordinating plan implementations, enrollments, transfers, and terminations. Develop retirement business and practice visibility, maintain broker and insurer relationships, support colleagues, train team members, and represent the company at industry events.

Requirements

Requires more than 10 years of pension plan experience, an AMF Group Insurance and Annuity Certificate, knowledge of social legislation, and proficiency with Microsoft Office. Candidates must have excellent spoken and written French and English, strong communication and interpersonal skills, negotiation and leadership abilities, sound judgment, integrity, and a commitment to confidentiality.

Skills

Pension Plan Administration
Client Service
Governance Reporting
Business Development
Relationship Management
Pension Plan Communication
Team Leadership
Team Training
Sales
Group Implementation and Enrollment
Project Coordination
Market Research
Negotiation
Influencing
Microsoft Office
Bilingual Communication

Visa sponsorship

Not detected in the job text

Keywords

Pension Plans
Group Retirement
Pension Governance
Governance Reports
Group Insurance and Annuity Certificate
Social Legislation
Microsoft Office
Client Service
Broker Relationships
Business Development
Pension Committees
Employee Presentations
Plan Implementation
Group Enrollment
Group Transfers
Plan Terminations
Insurer Collaboration
Sales
Market Intelligence
Team Leadership
Team Training
Negotiation
Confidentiality
French
English

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Jobs in Canada