Retirement Consultant

• Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of low to moderate complexity.
• Builds, expands, and solidifies relationships with existing clients at all levels within the company.
• Has retention goals for assigned group of accounts. Assess and prioritizes client needs in a timely manner.
• Identifies and helps clients to focus on their most critical needs. Sets and communicates clear and realistic expectations.
• Reviews/approves all key client deliverables. Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process. Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements.
• Collaborates and contributes to project teams to achieve milestones and objectives.
• Works with a large degree of autonomy under the instruction of more senior staff.
• Will support on key projects and may lead smaller projects.

• Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience.
• 3 years related experience in professional services businesses. Excellent oral, written communication, organizational skills, negotiation and time management skills.
• Experience in defined contribution plan design, governance, compliance, and administration.
• Working knowledge of Microsoft Office Suite. Travel required (25%).
• Preferred: Master's degree or professional certification preferred.
• Behaviors: Use of sound judgment of all client interactions. Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities. Ability to work under the pressure of deadlines. High degree of business technology awareness and its applications to workplace efficiencies. Ability to manage multiple priorities and deadlines. Effectively handle large, long-term projects as well as manage the details associated with everyday tasks.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:

• Flexible medical & dental coverage to meet your household's needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan

Other benefits include:

• Educational expense reimbursement
• Employee assistance programs
• Discounted gym membership (GoodLife Fitness)
• Opportunity for flexible work arrangements
• Paid sick days & personal days
• Employee education recognition program
• Employee referral bonus program

We value inclusion and diversity

Click Here to review our Canada Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Artificial intelligence (AI) is not used to screen, assess or select applications for a position within Gallagher. Gallagher's AI tool is used to assist in collecting information from the candidate, ask screening questions, and schedule interviews. However, the AI tool does not make any decisions with respect to any of the information, other than identifying candidates who may meet certain pre-determined qualifications.