Job Description

Reporting to the Principal Consultant & Practice Lead, Pension & Retirement Consulting you will manage block of clients to ensure high levels of client satisfaction and retention.
What you will do:

• You will be working with colleagues who will help with implementation, transition and on-going servicing of these client relationships.
• Providing your block of clients with their annual plan reviews, marketings, plan member communication strategies and other projects.
• Strategize on cross selling opportunities to bring in more clients
• You'll also work with other teams at Cowan to contribute towards the overall growth strategy.

What you will bring:

• Minimum of 5 years related work experience
• Completed business diploma or degree or equivalent
• You are knowledgeable about the retirement industry and have consulting experience
• You love networking in your community and at industry events and have great communication and presentation skills
• You're a self-motivated individual with a solid track record of success in helping grow business
• You're Life Licenses Qualification Program (LLQP) licensed in Ontario or willing to obtain (we will cover the training course & tuition)
• Certified Employee Benefits Specialist (CEBS) designation - nice to have
• Bilingual (English and French) - nice to have

Who we are:
Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.
Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!
What sets us apart?
Be in good company
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.
Challenge your thinking
You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.
Grow together
We believe in your potential. If you're looking to develop your expertise with learning opportunities and mentoring, we'll make that happen.
Benefits and perks

• Competitive salary
• Participate in our comprehensive benefits plan on day one -- no waiting period
• Company-matched Retirement Savings Plan
• Company-paid training and development courses
• Community involvement
• Hybrid work environment

Are you interested?
Please Apply!
This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks.
While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.
We are an Equal Opportunity Employer. Candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, or sexual orientation.
#LI-Hybrid

Skills Required