Group Retirement Plan Advisor
CurrentIn this role, I provide advisory services to group retirement plan sponsors and the members of their plans. Working closely with account executives from Manulife Financial, Sun Life Financial, Great-West Life and Desjardins Financial, I provide direction in the areas of plan design, pricing, administration and investment fund oversight. Through regular on-site visits and a willingness to meet one-on-one with plan members, I also provide a level of service for plan members that most group retirement plan advisors reserve for high net worth clients.