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Added 22 mins ago
AB
Group Retirement Specialist
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- $61,562 to $76,953 CAD / year
- Full-time
Perform any other duties related to the position or delegated by his/her supervisor.
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AGA Benefit Solutions

Group Retirement Specialist

Markham, ON, Canada

$61,562 to $76,953 CAD / year · Full-time

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Job details

Pay: $61,562 to $76,953 CAD / year
Job type: Full-time
Apply by: May 11, 2027
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. Discover why working at AGA Benefit Solutions is so rewarding by visiting our Career page.

Your mandate will consist in:

Your mandate will consist of being mainly responsible for servicing retirement plan clients, including by presenting governance reports, facilitating sessions for employees, coordinating relationships with partners and providing continuous client service. You will also participate in the development of new retirement business. Are you ready to take on a new challenge and play an active role in achieving AGA’s growth objectives? Read on to discover the skills and qualifications we’re looking for!

Your main tasks will include:

Pay courtesy visits to the groups under his/her responsibility to maintain a preferred relationship, create lasting business connections with group leaders, and support them with problem solving;
Pay courtesy visits to partner brokers to maintain a preferred relationship, create lasting business connections and support them with problem solving and new business development;
Prepare governance reports within the stipulated timeframes, analyze and validate the information, and present the reports to the different group leaders and/or brokers;
Explain the various retirement plan features to group leaders or insured members during calls, meetings or informational group meetings;
Participate actively in the development of new retirement business;
Promote our firm’s proprietary and related products, and seize business opportunities;
Assist other advisors with their business development and the administrative and/or technical monitoring of their files;
Coordinate the implementation and registration of new groups along with the transfer of existing groups, and follow up on enquiries;
Cooperate with partners/insurers by providing all information and forms required upon the establishment, transfer or termination of a group or the sale of a new plan;
Represent AGA Benefit Solutions at conventions or conferences, participate in training sessions as facilitator or resource, and produce a report on the event;
Collect market information on methods, products, procedures and other information likely to help AGA improve service quality while proposing constructive solutions;
Participate actively in sales and SWAT meetings;
Perform any other duties related to the position or delegated by his/her supervisor.

Required qualifications:

University degree (Bachelor) or equivalent with at least five (5) to seven (7) years of experience in retirement plans;
Must hold a group annuity certificate delivered by the Autorité des marchés financiers or commit to obtain it in the near future (group insurance certificate, an asset)
Very good knowledge of benefits legislation;
Very good knowledge of Microsoft Office suite;
Good command of both English and French, spoken and written. (Proficiency in both languages is essential to analyse and understand contractual documents, brochures, and communications from internal and external sources, which are often written in either language. It is also necessary to provide telephone and email support to English-speaking clients across Canada and to communicate effectively with colleagues located outside Quebec.);
Good interpersonal skills;
Good verbal and written communication skills;
Ability to demonstrate judgment, integrity and honesty;
Ability to protect confidential information;
Professionalism, resourcefulness and ability to work independently;
Requirement to travel frequently and to have a car with a valid driver license.

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

Service retirement plan clients and partners by maintaining relationships, presenting governance reports, explaining plan features, coordinating group implementations and transfers, and providing ongoing support. Contribute to new business development, promote products, support advisors, represent the firm at events, and share market insights to improve service quality.

Requirements

A bachelor’s degree or equivalent and five to seven years of retirement plan experience are required, along with a group annuity certificate or a commitment to obtain one. Candidates need strong knowledge of benefits legislation and Microsoft Office, English and French proficiency, sound communication and interpersonal skills, discretion, independence, and the ability to travel frequently with a valid driver’s license and a car.

Skills

Governance Reporting
Report Analysis and Validation
Retirement Plan Education
Business Development
Sales
Group Implementation and Transfers
Regulatory Compliance
Benefits Legislation
Microsoft Office
Communication
Interpersonal Skills
Confidentiality
Independent Work

Visa sponsorship

Not detected in the job text

Keywords

Retirement Plans
Group Annuity Certificate
Group Insurance Certificate
Benefits Legislation
Microsoft Office
Governance Reports
Client Service
Relationship Management
Business Development
Sales
Retirement Plan Features
Group Implementation
Group Transfers
Plan Registration
Insurers
Partner Brokers
Confidential Information
Market Research
Employee Training
Conferences
English
French
Travel
Valid Driver’s License

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Work requirements

Jobs in Canada