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Senior Service Consultant – Group Benefits

JDIMI Consulting, is hiring a Senior Service Consultant, Group Benefits for our Mississauga location. If you are a positive and results-driven individual who excels at providing superior client service and support we invite you to join our team. You will have a proven track record of strengthening existing relationships and providing high touch, high quality customer service in a fast paced environment.

 RESPONSIBILITIES:

 Responsible for providing benefits consulting services and new business development to a wide range of clients

  • Participate in dialogue with clients in order to determine their challenges, needs or concerns
  • Proactively develop solutions to meet the needs of plan sponsors and members
  • Initiate or participate in developing new business opportunities in the area of both retirement and other human capital solutions
  • Managing client relationships for mid to large sized accounts
  • Interact with clients and Insurance Companies to ensure plan is operating efficiently
  • Conduct one-on-one needs based conversations in person and over the phone for members currently enrolled in an employer group plan, including discussions around fund options, underlying investment fees, risk profile, longer term savings goals/investment strategy in addition to having consolidation discussions
  • Conduct member education sessions
  • Prepare and facilitate presentation that explain the group plan for members
  • Assist members with building their investment portfolio based on their risk profile and fund offerings
  • Remain current and up-to-date on wealth management products, market trends and financial planning issues
  • Discuss the performance of the group/individual plans with members/decision makers
  • Deliver outstanding customer service in a professional manner to assist client’s decision-making process
  • Proactively share knowledge and best practices to ensure team objectives are met

 Requirements:

  • Minimum 5-8 years advisor experience in sales of financial products
  • Mutual Fund and/or Life Licence
  • Canadian Securities Course (CSC) or IFIC or related studies or experience
  • University business degree preferred
  • Strong knowledge of wealth management products and services
  • Excellent communication and interpersonal skills

Qualified candidates are invited to email their resume and cover letter to: careers@jdimi.com

JDIMI Consulting is committed to providing accommodations for persons with disabilities.  If you require accommodation, we will work with you to meet your needs.