POSITION OVERVIEW:
We are looking for a Group Retirement Solutions (GRS) Specialist to join our Wealth Management team. This role will take ownership of an assigned block of group retirement clients and serve as a trusted resource for employers, plan sponsors and plan members.
The GRS Specialist will be responsible for providing proactive client service and consulting, supporting plan onboarding and implementation, delivering member education, and helping clients navigate their retirement programs. The role will also support new business opportunities, finalist presentations and initiatives that enhance the overall client experience.
The successful candidate will have strong technical knowledge of group retirement programs, investments, governance, taxation and regulatory requirements, combined with excellent relationship management and communication skills.
RESPONSIBILITIES:
- Own and grow relationships with an assigned block of group retirement clients, serving as their trusted go-to for navigating their plans.
- Maintain and service clients through proactive consulting, relationship management and regular client contact.
- Develop and maintain strong relationships with employers, plan sponsors, plan members, and carrier partners.
- Identify client needs and develop practical, solution-oriented recommendations.
- Provide timely, professional service and resolve client issues effectively.
- Guide plan members through key financial decisions, including plan exits, retirement considerations and financial assistance requests.
- Support client retention by understanding evolving client needs and identifying opportunities to improve plan engagement and outcomes.
Onboarding, Service & Education
- Support the onboarding and implementation of new Group Retirement Savings plans, working closely with employers, advisors and carrier partners.
- Coordinate implementation activities to ensure a smooth and positive client experience.
- Deliver employee education sessions, seminars, webinars and presentations that help plan members understand and engage with their retirement savings plans.
- Prepare and deliver client presentations, plan reviews and educational materials.
- Prepare meeting summaries, track action items and ensure timely follow-up and execution.
- Support special projects and initiatives designed to enhance client experience.
Governance & Plan Management
- Develop and maintain governance processes and service models for retirement plan clients.
- Prepare governance documentation and support ongoing plan governance requirements.
- Maintain accurate client records and key information within internal systems and databases.
- Ensure client-facing materials comply with corporate branding standards and applicable regulatory and professional requirements.
- Ensure all client and business activities are conducted in accordance with applicable regulatory and compliance requirements.
Business Development
- Participate in finalist meetings and support the acquisition of new GRS business opportunities.
- Identify opportunities within existing client relationships to expand the GRS relationship.
- Work closely with Wealth Advisors, Group Benefits Consultants, Business Insurance Account Executives, and other PIB teams to identify and develop new opportunities.
- Build strong relationships with carrier partners and other industry contacts to support business development and client outcomes.
Industry & Technical Expertise
- Maintain and continuously develop technical expertise related to retirement legislation, taxation, investments, governance, compliance and industry trends.
- Monitor market trends, pricing, products, services and industry developments within the retirement and savings landscape.
- Stay current with changes affecting group retirement plans and communicate relevant developments to clients and internal teams.
- Participate in ongoing professional development through industry education, workshops and continuing education opportunities.
REQUIREMENTS:
- 3–5 years of relevant experience in Group Retirement Solutions, group retirement savings, wealth management or a related financial services environment.
- Current provincial Life Insurance licence(s) or the ability to obtain is required.
- RPA, CEBS or other relevant industry designations are considered an asset.
- Strong knowledge of group retirement programs, investments, governance, taxation and regulatory requirements.
- Proven ability to build and maintain strong business relationships and deliver exceptional client service.
- Strong experience working with employers, plan sponsors and plan members in a client-facing environment.
- Excellent interpersonal, verbal, written and presentation skills.
- Professional and confident communicator in both internal and external interactions.
- Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines effectively.
- Ability to identify client needs and develop practical, solution-oriented recommendations.
- Strong problem-solving and troubleshooting skills.
- Comfortable working in a fast-paced, client-focused environment.
- Willingness to travel as required (approximately 10-15% of time).
- Commitment to ongoing professional development and continuous learning.
This is a replacement role.
*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
