Key skills
RPA
About this role
Role Overview
- Understand the client’s business needs and build strong client relationships through effective and proactive service along with efficient and accurate handling of reactive requests
- Participation as a supporting member of the pre-sale process for group retirement products and services.
- Participation in the implementation process by working closely with Plan Sponsors, Consultants/Advisors and internal teams
- Participate in projects as the need arises.
- Conduct Plan Administrator training
- Provide service according to the Canada Retirement published service model
- Provide on-going service improvement recommendations
- Support the Plan Sponsor with fulfilling Plan Governance guidelines
- Participate in pension committee and investment review meetings
- Proactively search and work to increase assets and cultivate client relationships
- Provide support and information to the Financial Education team and/or National Education Consultant team for ongoing education needs
- Occasional travel when required
Requirements
- Experience in the Canadian retirement/pension industry
- Undergraduate degree preferred (business, economics or finance preferred)
- Knowledge of group retirement products and tax-types
- Understanding of pension and investment regulations and legislation
- Strong mathematical proficiency is preferred
- CEBS
- RPA Designation required within 3-years
- Bilingual French/English would be an asset.
Tech Stack
- RPA
Benefits
- health, dental, mental health, vision, short
- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal, and sick days, and the full range of statutory leaves of absence.