Associate Consultant

Owen & Associates

. Serve as a primary contact for assigned Group Benefits and Retirement clients .

Posted 9/23/2026full-timeCollingwood • CanadaJuniorMid-Level💰 CA$70,000 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Group Benefits and Retirement solutions, with strong analytical skills for data analysis and reporting. Proven ability to build relationships and provide exceptional client service while managing multiple priorities effectively.

Highest-signal resume keywords

Group Benefits ExperienceGroup Retirement ExperienceClient-Facing ExperienceAnalytical SkillsLLQP Licence

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisReport PreparationPresentation SkillsPlan AdministrationEmployee Education

Soft Skills

Relationship BuildingCommunication SkillsOrganizational SkillsProblem-Solving AbilitiesService-Oriented Mindset

Tools & Technologies

Microsoft OfficeCRM SystemsSalesforce

Certifications & Qualifications

Active LLQP Licence

Industry Keywords

InsuranceFinancial ServicesEmployee BenefitsRetirement SolutionsPlan Renewals

About the role

Key responsibilities & impact

Serve as a primary contact for assigned Group Benefits and Retirement clients
Support plan renewals, implementations, and ongoing client service activities
Analyze plan data and prepare reports, presentations, and recommendations
Lead employee education sessions and contribute to client meetings and reviews
Maintain accurate client records and documentation
Build relationships with clients, carriers, and internal stakeholders
Stay current on industry trends, products, and regulations
Contribute ideas that improve client experience, efficiency, and team success
Work alongside Consultants and industry partners
Support organizations with employee benefits, retirement solutions, and plan administration

Requirements

What you’ll need

2+ years of experience in Group Benefits, Group Retirement, insurance, financial services, or a related industry
Active LLQP licence is an asset
Strong relationship-building and communication skills
Client-facing experience and a service-oriented mindset
Strong analytical and problem-solving abilities
Excellent organizational skills and attention to detail
Ability to manage multiple priorities and deadlines
Proficiency with Microsoft Office and CRM systems such as Salesforce
Commitment to continuous learning and professional growth
Ability to attend periodic in-person meetings, company events, and team gatherings throughout the year

Benefits

Comp & perks

Benefits
Retirement savings programs
Initiatives that support employee well-being
Professional development opportunities
Opportunities to participate in community initiatives, team events, and activities
Opportunities to develop expertise, expand skills, and continue growing professionally
Collaborative environment with knowledge sharing and team support
Workplace built on trust, respect, accountability, and strong relationships