National Small Business Consultant

Join the Client Relations team in Canada Retirement at a key moment. This role plays a central part in client relationship management, with strong interaction with plan sponsors, advisors, and internal partners across the country.

Position Responsibilities

• Manage a portfolio of clients in group retirement savings under $2M.
• Ensure the quality and continuity of relationships with sponsors and advisors.
• Support plan implementation in collaboration with internal teams.
• Promote and support the adoption of digital tools and processes.
• Manage plan amendments and terminations, as needed.
• Contribute to initiatives and projects related to the Savings for the Future offering.

Required Qualifications

• Fully bilingual (French/English): Required to communicate in English and French to support clients from various jurisdictions outside of Quebec.
• Knowledge of the retirement plan i...