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About the Role:
- You will be the primary relationship contact for an assigned portfolio of clients across Canada.
- Represent the organization at client retirement committee meetings and deliver professional presentations.
- Provide comprehensive training to clients on products, services, and tools.
Requirements:
- Detailed knowledge of pension plans and strong technical expertise in group savings and retirement programs.
- At least five years of experience in financial services or customer service, combined with a university degree.
- Advanced French proficiency is required for client interactions across Canada.
Benefits:
- Flexible group insurance coverage supporting a broad range of health and wellness needs.
- Competitive pension plan and employee stock purchase plan.
- Vacation time and wellness/personal development days, plus telemedicine and ergonomic furniture program.
Why Join Us:
- Fully remote position open to candidates anywhere in Canada with flexibility and collaboration.
- Learning-focused environment that encourages professional development and continuous improvement.
- Inclusive workplace committed to creating a healthy, safe, and respectful environment.
Partner Company
Our partner is a financial services organization specializing in group savings and retirement programs. The company fosters a learning-focused, inclusive environment with a commitment to professional development and collaboration.