The Williamson Group is currently searching for an Account Manager to join our Pension team. The successful candidate will manage a select block of Defined Contribution (primarily) and Defined Benefit Pension clients. You will also be preparing and delivering education to plan members in English and/or French in a group setting and individually through our Investment Coaching program.

Primary Accountabilities:

• Build professional, lasting relationships with clients so that they see us as their trusted advisor
• Partner with both clients and suppliers to ensure solutions are identified and delivered in a cost effective way
• Generate additional client referral business to other members of the TWG Financial Services team i.e. Individual Financial Planners and Insurance Specialists
• When necessary design and implement new pension opportunities

Personal Attributes:

• French speaking, fluently bilingual
• Understand the client, the clients’ needs and their industry
• Develop multi level contacts with clients
• Understand and mange the expectation of both the client and co-workers at TWG
• Share client news/information with other TWG staff
• Ensure timely response to requests both internally and externally
• Be familiar with other departments/roles at TWG and promote broader relationships to encourage additional referral business within TWG
• Professional discretion and awareness of Privacy Policies

Experience and Qualifications:

• 5 or more years of related experience in the Pension Industry
• Maintain currency of knowledge in DC and DB Pension legislation primarily in Quebec but also for all other provinces and territories
• Demonstrated excellence in presentation skills, writing proficiency and reading comprehension in French and English
• Exercise consistent good judgment and the ability to prioritize work flow
• Computer literacy in Excel, Word, Power Point
• Ability and willingness to travel as needed
• A collaborative approach to providing customer service and a strong "Team" player
• Mutual Fund licensed

The Williamson Group is a service-first Benefits Consulting and Financial Services firm composed of experienced and creative professionals committed to delivering excellence through understanding and satisfying clients’ needs. The Brantford, Ontario based firm of 60 employees is proud to service companies all across Canada, and is considered a top Benefits Consulting organization in Canada.

We offer a comprehensive compensation and benefits package, with a focus on Work-Life balance.

Please submit your resume to: lsing@williamsongroup.com

We thank you for your interest in The Williamson Group. Only those selected for an interview will be contacted.