Aon

3 weeks ago

Senior Consultant, Group Retirement

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Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Grow and manage a dedicated block of group retirement plan clients, acting as a trusted advisor to plan sponsors and stakeholders. Drive new business opportunities, meet sales targets, and deliver high-quality consulting to retain and deepen relationships. Lead annual plan reviews and ongoing touchpoints, advise on plan design and governance (including CAP Guidelines and applicable regulations), and support plan changes, vendor transitions, and special projects to improve member outcomes.

Location: Calgary, Edmonton

Workplace: Hybrid

Employment Type: Full time · Permanent

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Identify new business opportunities and build relationships with retirement business leads (about 40% of the time).
•Serve as primary consultant and day-to-day relationship manager for an assigned block of group retirement clients.
•Lead annual plan reviews and ongoing touchpoints to assess plan performance, member outcomes, and alignment to client objectives.
•Advise on plan design enhancements and provide guidance on plan governance and regulatory requirements (federal and provincial).
•Support clients through plan changes, vendor transitions, and special projects while proactively addressing risks and service/retention concerns.

Pay and Benefits

Perks:Health InsuranceAnnual BonusRrsp MatchingLearning BudgetReimbursement

Key Requirements

•College or university graduate (or equivalent business experience).
•Valid LLQP (required to obtain within one year if not already in place).
•Typically five years of experience in the group retirement insurance industry, preferably in customer service or account management (or Financial Planning/Insurance).
•Knowledge of group plan investment options and categories (e.g., pensions, RRSPs, DPSPs, TFSAs) and capital markets concepts.
•Strong oral and written communication plus skills with Word, Excel, PowerPoint, and Outlook.

Experience:InsuranceRetirementGroup retirement plansFinancial planning

Education:Bachelor's

Skills:Relationship managementSalesCommunicationNegotiationDetail-orientation

Certifications:LLQP

Languages:En-us

Tech Stack:WordExcelPowerPointOutlook

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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