Associate Vice President, Retirement Greater Toronto, Canada Area

The Company is in search of an experienced and client-focused Associate Vice President, Retirement to join their Financial Practice team. The successful candidate will serve as a trusted advisor to a portfolio of group retirement clients, providing strategic consulting, investment guidance, and plan management expertise. This leadership role also involves business development, cross-functional collaboration, and ensuring exceptional service and strategic alignment for the defined block of group retirement clients. Key responsibilities include building and maintaining strong relationships with clients, record-keepers, and internal teams, preparing and presenting investment reports, and providing expert guidance on plan design, investment options, and regulatory compliance. Applicants for the Associate Vice President, Retirement position at the company should have a minimum of 10 years' experience in institutional retirement plans, investment consulting, or related fields, and hold a Bachelor’s degree in business, mathematics, finance, or a related discipline. Professional designations such as CFA, CIPM, ASA, CFP, RPA, or CEBS are considered strong assets. The role requires a deep understanding of Capital Accumulation Plans, Canadian pension legislation, and group retirement savings plans, as well as strong communication skills, proficiency in Microsoft Office, and the ability to simplify complex concepts. A proactive, solution-oriented mindset, and the ability to work collaboratively as a team player, are essential. Bilingual proficiency in French is an additional asset.

Hiring Company

Gallagher Bassett