Associate Consultant
Collingwood, ON (Remote/Hybrid) $70,000-80,000
Who We Are
Owen & Associates is a people-first advisory firm specializing in employee benefits, retirement solutions, and plan administration. Our purpose is to take care of people - and we bring that to life through trusted guidance for organizations of all sizes, including some of the world’s most recognized technology companies. With over 30 years of success and a team of more than 60 employees across Canada, we continue to grow year after year - driven by our people, our expertise, and our collaborative culture.
The Opportunity
We're looking for an Associate Consultant to join our Group Benefits & Retirement team. This is an excellent opportunity for someone who enjoys building relationships, solving problems, and helping clients achieve positive outcomes.
A hybrid work arrangement is preferred. Remote candidates will also be considered, provided they are able to attend periodic in-person meetings, company events, and team gatherings throughout the year.
Working alongside Consultants and industry partners, you'll support a portfolio of clients through reporting, analysis, renewals, presentations, and ongoing plan management. You'll gain exposure to a wide range of consulting activities while developing your technical expertise, client management skills, and industry knowledge.
If you're detail-oriented, client-focused, and motivated by continuous learning and professional growth, we'd love to hear from you.
Is This Role Right for Me?
You enjoy building relationships, solving problems, and helping clients succeed. You're organized, detail-oriented, and comfortable managing multiple priorities while delivering high-quality work.
You communicate confidently, enjoy learning new things, and take ownership of your responsibilities. Most importantly, you're motivated by providing exceptional service and making a meaningful impact for clients and your team.
What You'll Do
- Serve as a primary contact for assigned Group Benefits and Retirement clients.
- Support plan renewals, implementations, and ongoing client service activities.
- Analyze plan data and prepare reports, presentations, and recommendations.
- Lead employee education sessions and contribute to client meetings and reviews.
- Maintain accurate client records and documentation.
- Build relationships with clients, carriers, and internal stakeholders.
- Stay current on industry trends, products, and regulations.
- Contribute ideas that improve client experience, efficiency, and team success.
What You'll Bring
- 2+ years of experience in Group Benefits, Group Retirement, insurance, financial services, or a related industry.
- Active LLQP licence is an asset
- Strong relationship-building and communication skills.
- Client-facing experience and a service-oriented mindset.
- Strong analytical and problem-solving abilities.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple priorities and deadlines.
- Proficiency with Microsoft Office and CRM systems such as Salesforce.
- A commitment to continuous learning and professional growth.
What Makes Us Special
At Owen & Associates, we're building more than a consulting firm. We're building a place where people can do meaningful work, grow their careers, and make a positive impact on clients, partners, and one another.
Our purpose is simple: take care of people.
What makes us special isn't that we aspire to be the biggest firm or claim to be the best. We believe the best organizations are built by people who choose to bring their best every day.
That means taking care of people, owning outcomes, making complex things simple, and always looking for ways to improve.
When you join our company, you can expect:
- Meaningful work that helps organizations and their employees navigate important benefits and retirement decisions.
- A collaborative environment where people genuinely support one another, share knowledge, and succeed together.
- A culture built on four simple principles: Take care of people. Own the outcome. Make it simple. Keep improving.
- Opportunities to develop your expertise, expand your skills, and continue growing professionally.
- The chance to contribute ideas, embrace innovation, and help shape the future of our firm.
- A workplace built on trust, respect, accountability, and strong relationships.
- Opportunities to participate in community initiatives, team events, and activities that strengthen our culture and connections.
We also offer a competitive total rewards package, including benefits, retirement savings programs, and initiatives that support employee well-being and professional development.
This job posting is for an existing vacancy.
Artificial Intelligence (AI) and job-related assessments may be used to assist in screening applications; all employment decisions involve human review.
Learn more at: https://owenandassoc.com
Equal Opportunity & Accessibility
Owen & Associates is committed to an inclusive and accessible workplace. We welcome applications from all qualified individuals. Accommodations are available upon request throughout the recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).
