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Provide proactive consulting and relationship management for an assigned block of group retirement clients. Support sales and cross-sell initiatives, respond to technical inquiries on plan design, governance, taxation and investments, prepare meeting materials and governance documentation, run member education and webinars, maintain client records, monitor market trends, and continuously develop technical expertise to ensure high client retention and satisfaction.

Diriger les examens financiers mensuels, analyser les écarts budgétaires, préparer les rapports consolidés et effectuer des analyses de rentabilité, de marges, de revenus et de coûts. Soutenir les budgets annuels et les prévisions, suivre les KPI, contrôler les revenus, examiner les prévisions d’intégration et fournir des analyses financières ad hoc pour appuyer les décisions stratégiques et les initiatives de croissance.

Nationally leads Client Operations across regions, developing scalable operating models, governance, service standards, performance frameworks, retention strategies, workforce planning, and continuous improvement initiatives. Oversees client growth, risk management, operational efficiency, talent development, executive reporting, and cross-functional collaboration to improve client experience, advisor productivity, profitability, and business performance.

Provides group benefits consulting support through plan design, renewal analysis, carrier negotiations, financial reporting, budgeting, cost-impact analysis, market comparisons, and client presentation preparation. The role collaborates with consulting teams, vendors, clients, and carriers while maintaining quality and confidentiality standards. It requires strong analytical, organizational, communication, and Microsoft Office skills, with group benefits and Power BI or Tableau experience preferred.

Provides group benefits consulting and new-business sales support by marketing opportunities to insurance carriers, analyzing proposals and pricing, coordinating underwriting, negotiating rates, preparing client-ready presentations, modeling costs, and supporting producers. The role requires group benefits industry knowledge, strong Excel skills, analytical accuracy, organization, communication, and the ability to manage competing deadlines and confidential information.

Generate new commercial insurance business through cold calling, networking, referrals, and lead generation across the GTA. Build prospect relationships, qualify insurance needs, book appointments for producers, maintain CRM pipeline data, meet call and appointment targets, and pursue continuing education toward a RIBO licence. The role offers hybrid work, sales training, and a path to becoming a licensed insurance producer.

Provide group benefits consulting support including plan design, renewals, underwriting coordination, marketing/quoting, financial analysis, carrier negotiation, proposal development, and producer support. Prepare client presentations, manage new business submissions and implementation, investigate claims issues, and maintain carrier relationships while ensuring accuracy and quality standards.

Processes employer contribution reports, reconciles payments, maintains enrollment and member status data, audits account details, identifies payment discrepancies, and manages delinquency follow-up. The role determines benefit eligibility, initiates payments, communicates with employers, union representatives, members, providers, and internal teams, and protects confidential information while meeting accuracy and deadline requirements.

Perform full‑cycle accounting and month‑end close for select units, prepare journal entries and reconciliations, balance intercompany accounts, support audits, maintain controls and compliance, assist acquisition integrations, identify process improvements, and support automation and shared‑services initiatives while collaborating across departments.

Manages and retains an assigned group benefits client portfolio, providing relationship management, service support, renewals, upselling, implementation coordination, client meetings, plan education, reporting, and benefits issue resolution. The role collaborates with consultants, brokers, carriers, underwriters, and internal service teams to meet service commitments, support client transitions, and deliver compliant plan documentation and communications.