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Added 1 min ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
Added 31 mins ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 2 hours ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
The Associate, Transaction Banking Product Development is a member of the TB Product Transformation team and will report directly to the Director, TB Payments, Product Transformation. The…
Added 2 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
Added 3 hours ago
SA
Restaurant Operations Manager
SSP America
Mississauga, ON
- Internship
Educational Background: High School Diploma or equivalent, associate’s degree or equivalent coursework preferred.
Added 5 hours ago
L&
Capital Raising & Investor Relations Associate
Life & Me
ON · Ontario, Canada
- Full-time
Title: Capital Raising & Investor Relations Associate.
Added 6 hours ago
BC
Associate – Operations
Beedie Capital
Vancouver, BC
- $70,000 to $90,000 CAD / year
- Full-time
Added 6 hours ago
D
Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 9 hours ago
SD
Front Store Manager, Salaried Full Time Day
Shoppers Drug Mart
Orangeville, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 11 hours ago
NF
Client Service Associate
Northbridge Financial
Mississauga, ON
- Full-time
- Other
What it’s like to be a Federated Client Service Associate
Added 13 hours ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Vancouver, BC
- Part-time
Identify any discrepancies between invoice cost and purchase order amounts and action the discrepancies above the prescribed threshold with Associate, FSM and/or vendor.
Added 14 hours ago
MI
Actuarial Associate - Pricing
Millennium Insurance Corporation
Sherwood Park, AB
- Full-time
We are looking for a motivated and analytically driven Actuarial Associate to join our Personal Lines Pricing team. In this role, you will use data and actuarial insights to help shape…
Added 14 hours ago
NF
Client Service Associate
Northbridge Financial Corporation
Mississauga, ON
- Full-time
What it’s like to be a Federated Client Service Associate
Added 15 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 20 hours ago
K
Associate Vice President, Corporate Finance
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
Our growing diversified investment banking team is seeking an Associate Vice President (Manager) to join our team in Calgary, Edmonton or Winnipeg to play a key role across all aspects of…
Added 1 day ago
NB
Business Account Manager
National Bank of Canada
Brossard, QC
- Full-time
Assist the Associate Vice-President in reaching objectives
Added 1 day ago
AC
Global Mobility Tax - Senior Associate
ACCA Careers
Calgary, AB
- Full-time
As a Senior Associate, your role is essential in upholding compliance with tax regulations and optimizing tax processes for employees on international assignments. This position is key in…
Added 1 day ago
S
Customer Experience Associate - Blind River, ON (18.75 hours/week)
Scotiabank
Blind River, ON
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 1 day ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Added 1 day ago
WC
Asset Protection Operations Team Associate
Walmart Canada
Brampton, ON
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 1 day ago
W
Asset Protection Operations Team Associate
Walmart
Brampton, ON
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 1 day ago
SD
Administrateur de magasin temps partiel jour Embauche feu vert
Shoppers Drug Mart
Laval, QC
- Part-time
Added 1 day ago
K
Tax Litigation Associate
KPMG
Montreal, QC
- Full-time
Added 1 day ago
S
Associate Platform Engineer - Fintech
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Montreal, QC
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Co-operators

Senior Group Retirement and Savings Sales & Service Representative

Regina, SK, Canada

Expected salary range $50,280 - $83,800 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: Expected salary range $50,280 - $83,800
Job type: Full-time
Experience: You have 2-4 years of experience in the insurance or Financial Services Industry
Posting language: English
Posted: Oct 21, 2026

Original job description

Company: CLIC Department: Individual Insurance and Wealth Management Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: English is required, French is an asset. Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

The Sales and Service Representative - Group Retirement and Savings supports are key members of the GRS Sales Team. The role supports Account Executive roles by providing plan sponsor/broker/advisor service to assigned groups. The Sales and Service Representative also supports the Implementation and Education Consultant with new business onboarding and support for plan member education sessions as required. The core goals of the Sales and Service Representative are to build and maintain strong relationships with plan sponsors/broker/advisors to drive strong client retention, provide an exceptional client experience and to promote the ability for Group Retirement and saving plans to be used as an asset consolidation vehicle. In support of the client retention goals, the Sales and Service Representative delivers effective service to plan sponsors and delivers education on retirement plan features/investment options to plan member/employee groups. This position supports new sales implementation and customer satisfaction/retention objectives.

How you will create impact:

Be the main service owner for assigned Group Retirement and Savings clients and relationship contacts.
Be highly responsive to planning service inquiries.
Take ownership of escalated items keeping the Account Executives informed as appropriate. Work with Administration or the Operations team as needed to ensure a successful resolution is achieved.
Proactively reach out to assigned Plan Sponsor/Advisor/Broker contacts to schedule plan stewardship review meetings and/or provide material to support these meetings.
Support new plan implementation activities as required.
Be a dedicated backup for Group Retirement and Savings Sales Team members while they are on the road for business to keep initiatives moving forward.
Actively offer ideas and suggestions for client experience improvement.
Identify and raise potential new business opportunities to Account Executive as appropriate.

To join our team:

You have 2-4 years of experience in the insurance or Financial Services Industry
You have a college Diploma in business related field
You have completed Certified Employee Benefit Specialist (CEBS) or Retirement plans Associate (RPA), Canadian Securities Course (CSC) is considered to be an asset
You are highly responsive and organized
You have knowledge of Group retirement and savings plans, or any investment experience would be an asset
You have experience in MS Excel, PowerPoint and Words.

How you will succeed:

You influence change and are committed to continuous improvement, in order to exceed client expectations.
You leverage critical thinking skills to identify problems and proactively propose solutions.
Your strong communication skills allow you to clearly convey messages.
You’re an effective team player who shares knowledge to support our peers.

What you need to know:

You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

Training and development opportunities to grow your career.
Flexible work options and paid time off to support your personal and family needs.
A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
Paid volunteer days to give back to your community.
In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary range $50,280 - $83,800

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

Apply About employer

More about this job

Responsibilities

Serve as the primary service contact for assigned group retirement and savings clients, respond to inquiries, resolve escalated issues, and coordinate with internal teams. Support plan reviews, new plan implementation, member education, sales team coverage, client retention, and identification of potential business opportunities.

Requirements

Requires 2–4 years of experience in insurance or financial services and a college diploma in a business-related field. CEBS or RPA completion is listed, CSC is an asset, and knowledge of group retirement and savings plans, investment experience, strong organization and responsiveness, and proficiency with Excel, PowerPoint, and Word are sought.

Skills

Client Service
Relationship Management
Plan Sponsor Support
Broker And Advisor Support
Client Retention
Client Education
New Business Implementation
Issue Resolution
Communication
Organization
Critical Thinking
Problem Solving
Continuous Improvement
Microsoft Excel
Microsoft PowerPoint

Benefits

Training And Development Opportunities
Flexible Work Options
Paid Time Off
Physical And Mental Health Programs
Paid Volunteer Days
Pension
Health And Wellness Benefits
Dental Coverage
Disability Coverage
Life Coverage
Mental Health Support
Employee Assistance Program
Incentive Programs

Visa sponsorship

Not detected in the job text

Keywords

Group Retirement And Savings
Financial Services
Insurance
Client Service
Plan Sponsors
Brokers
Advisors
Account Executives
Client Retention
Relationship Management
Plan Stewardship Reviews
Plan Implementation
Member Education
Investment Options
Asset Consolidation
CEBS
RPA
Canadian Securities Course
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Escalation Management
Business Development
Client Experience
Continuous Improvement

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