Group Consultant
Core
Mobile consultant delivering Group Retirement Savings and Financial Wellness programs to commercial/corporate clients.
Role type
Group Consultant (Financial Services)
Builds
Group RRSPs, Deferred Profit Sharing Plans, Group TFSA, and Defined Contribution Pension Plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
prospecting, networking, business development, relationship building, independent self-management, creating referral networks
Preferred skills
presentation, communication, time management, digital literacy (Microsoft Office), creative business acumen
Responsibilities
Lead generation and sales activation for retirement savings programs, identifying referral opportunities for mortgage and loan programs, championing the value proposition with partners, building relationships with senior managers, acquiring new Group Advantage Sponsors
Seniority
Individual Contributor