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About the Role

Serve as a trusted advisor to a portfolio of group retirement clients, delivering strategic consulting, investment guidance, and plan management expertise. Play a key role in business development and cross-functional collaboration across Gallagher’s practices.

Responsibilities

• Serve as Lead or Co-Consultant for a defined block of group retirement clients, ensuring exceptional service and strategic alignment.
• Build and maintain strong relationships with clients, record-keepers, and internal teams to deliver integrated solutions.
• Prepare and present clear, insightful reports including investment reviews and annual plan performance summaries.
• Provide expert guidance on plan design, investment options, and regulatory compliance in simple, accessible language.
• Manage the RFP and vendor selection process, offering recommendations for record-keeper partnerships.
• Participate in and occasionally lead responses to RFPs for new business opportunities.
• Support business development initiatives through cross-selling and prospecting within existing and new client relationships.
• Monitor service delivery against standards, proactively identifying and resolving issues.
• Coordinate and occasionally deliver retirement education seminars for clients and their employees.
• Provide investment guidance to plan members via phone or in-person consultations.
• Collaborate with clients and record-keepers to develop and execute communication strategies.
• Evaluate investment managers and record-keepers to ensure alignment with client goals.
• Contribute to thought leadership through articles, presentations, and industry trend analysis.

Requirements

• Minimum 10 years of experience in institutional retirement plans, investment consulting, or related fields.
• Proficient in Microsoft Office Suite; strong planning and time management skills.

Skills

• Deep understanding of Capital Accumulation Plans (CAPs), Canadian pension legislation, and group retirement savings plans.
• Strong written and verbal communication skills with the ability to simplify complex concepts.
• A collaborative team player with a proactive, solution-oriented mindset.

Experience Level

• Minimum 10 years of experience

Education Level

• 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.
• Bilingual in French is an asset.

Benefits

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning

About the Company

• At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions.
• We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive.
• Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
• We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work.
• Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow.
• If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
• We believe that every candidate brings something special to the table, including you!
• We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply.
• At Gallagher, we believe supporting our colleagues goes far beyond the role itself.
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

Equal Opportunity

• Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)