Introduction
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.
Overview
We are seeking an experienced and client-focused Associate Vice President, Retirement to join our Financial Practice team. In this leadership role, you will serve as a trusted advisor to a portfolio of group retirement clients, delivering strategic consulting, investment guidance, and plan management expertise. You will also play a key role in business development and cross-functional collaboration across Gallagher’s practices.
How you'll make an impact
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.
About you
Minimum 10 years of experience in institutional retirement plans, investment consulting, or related fields.
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.
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.
Proficient in Microsoft Office Suite; strong planning and time management skills.
Bilingual in French is an asset.
A collaborative team player with a proactive, solution-oriented mindset.
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
Flexible medical & dental coverage to meet your household's needs
Life, Dependent Life and AD & D Insurance options
Retirement savings including RRSP including a company match, TFSA, pension and more
Employee Stock Purchase Plan
Other benefits include:
Educational expense reimbursement
Employee assistance programs
Discounted gym membership (GoodLife Fitness)
Opportunity for flexible work arrangements
Paid sick days & personal days
Employee education recognition program
Employee referral bonus program
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
