Wednesday, March 15, 2017 - 11:43

principal consultant, national benefits consulting

This position is responsible for providing superior relationship management and guidance for mid-to-large group clients. As an experienced Principal Consultant, the incumbent will provide strong thought leadership and expertise in the planning and implementation of strategic initiatives for Employee Benefit plans. 
Include, but are not limited to:
  • Develop and provide client specific strategies to ensure ongoing competitive plan design and concepts; 
  • Provide ongoing education, support and guidance to established clients;
  • Develop and maintain strong client and carrier relationships;
  • Meet with clients to present quarterly experience, financial reporting, marketing and renewal presentations; 
  • Responsible for overall management of carrier marketing’s including presenting and recommending best carrier option to client;
  • Recommend and design plan options that best balances client’s need for a cost effective benefit plan with appropriate funding of the plan;
  • Prepare recommendations, analysis and costing prior to and during union negotiations.  Review contract agreements and guide the preparation of amendments following collective agreement negotiations;
  • Direct activities of the service team according to client needs;
  • Identify cross-selling opportunities within block of clients


  • 5+ years in the Employee Benefits industry;
  • University Degree
  • Individual Life License (LLQP)
  • GBA, CEBS designation preferred


  • Proven track record in managing a complex block of business, providing strategic advice in financial plan management and plan design;
  • Proven experience managing a complex block of business;
  • Advance knowledge in Flex benefits;
  • Excellent working knowledge of Microsoft Office, including Excel, Word, PowerPoint, and CRM; 
  • Proficient in written/spoken French an asset


  • Maintenance of valid driver’s license;
  • Regular local travel will be required.
  • Periodic air travel 
The above information reflects the general details considered necessary to describe the main functions of the job and shall not be construed as a detailed job description of all the work requirements inherent in the job.  It will be reviewed within one year of joining TWG.
We invite interested candidates to submit their resume in confidence to While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through The Williamson GroupA Cowan Company.

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