Retirement Support Specialist

Job Summary

The Retirement Support Specialist plays a vital role in delivering exceptional service and operational support within PACE's Group Retirement Services team. This role coordinates plan reviews, maintains accurate documentation and systems, supports new business implementation, responds to member inquiries, and prepares materials for client meetings, marketing, and benchmarks. It's a great fit for someone highly organized, detail‑oriented, and energized by supporting a fast‑paced, collaborative consulting environment.

What You'll Do

Plan Reviews & Ongoing Plan Support

• Monitor and track retirement and pension plan reviews to ensure timely completion.
• Request required materials from record keepers, insurers, and investment providers.
• Pull and compile investment and fund performance data from Morningstar for analysis.
• Coordinate and distribute completed plan reviews for small clients.
• Track AIR filing requirements for registered pension plans and monitor compliance timelines.

Member Support

• Respond to member inquiries regarding enrolment, contributions, investments, and general plan information.
• Liaise with carriers, record keepers, and internal team members to resolve member issues promptly and professionally.

Documentation & File Management

• Maintain and restructure shared digital plan folders to ensure accuracy and completeness.
• Review plan files and proactively request missing documentation from carriers and service providers.
• Ensure all new business and ongoing servicing documentation is received and properly organized.

New Business & Sales Support

• Support new business sales by coordinating required documentation with carriers and providers.
• Create and maintain client and prospect folders for new plans and conversions.
• Update CRM records with key plan data, missing details, and changes.

Marketing, Benchmarking & Presentations

• Request marketing and benchmarking reports from providers and consolidate received data.
• Build polished, professional presentations for client marketing, benchmarks, and review meetings.
• Ensure all materials are accurate, timely, and aligned with branding standards.

Process Improvement & Team Support

• Create and maintain templates, workflows, and processes to support efficiency and scalable team growth.
• Identify opportunities to streamline administrative and operational tasks.
• Provide general administrative and project support to the retirement consulting team.

What We're Looking For

• Post‑secondary education in business, finance, administration, or a related field preferred.
• 2–5 years of experience in group retirement, pensions, benefits, or financial services
• Familiarity with Group RRSPs, DPSPs, DC pension plans, and insurer/record keeper processes.
• Experience with Morningstar, CRM platforms, and Microsoft Office

Skills & Competencies

• Highly organized with strong time‑management skills and exceptional attention to detail.
• Ability to manage multiple priorities and deadlines in a consulting environment.
• Strong written and verbal communication skills with a client‑service mindset.
• Proactive, solutions‑oriented, and comfortable taking ownership of tasks.
• Able to work independently as well as collaboratively within a team.

Why This Role Stands Out

• Hybrid work flexibility (3x/week in office)
• Paid time off between Christmas and New Year's
• Employer‑paid benefits and RRSP matching
• Mental health programs
• Quarterly fun social events
• Ongoing professional development and growth support
• A collaborative consulting environment with exposure to a diverse client portfolio
• Ability to contribute to process improvement and firm‑wide growth.

This is a newly created position as part of the continued growth of our Group Retirement department.

Who We Are

PACE is one of the largest independent benefits and insurance brokers in Canada, providing industry‑leading group benefits, group retirement, voluntary benefits, and individual insurance solutions. Since 1993, we've delivered trusted consulting and brokerage services to organizations across the country. With access to all major insurance carriers and a reputation built on integrity, innovation, and client‑focused service, we help employers design benefit programs that truly make a difference.

PACE Consulting Benefits & Pensions Ltd. welcomes and encourages applications from people with disabilities and is committed to creating a diverse workplace. We are an equal opportunity employer. Accommodations are available upon request for candidates participating in all aspects of the selection process.
For accommodation requests, please contact