Career Opportunities

Why Dehoney Financial Group?

We offer a competitive compensation and benefit plan; Group RRSP; Employee Assistance Program; personal development and tuition reimbursement; volunteer day to give back to your community; regular social events because we believe it makes our team stronger; convenient location (close to transit, restaurants, etc.); bike-commuter friendly (showers, bike lock-up, etc.). Most of all we are a thoughtful and respectful team that values collaboration so we can learn and grow together!

We have some great opportunities:

Account Manager, Group Retirement

Office Coordinator, Administrator


Account Manager, Group Retirement

You are a highly motived self-starter who loves working with people and providing quality service and advice. You’re willing to take on a project and manage it from beginning to end while ensuring clients’ service needs are taken care of whether it’s a small request or a major project.

You understand the investment industry and the types of investments offered for group retirement plans. You are able to comfortably explain the investment process and products to individual plan members. A solid understanding of the defined contribution group retirement industry is an asset.

Candidates at various levels, especially those who have gained experience through an insurance company or financial institution, are encouraged to apply. Looking for career growth? Mastering this role is fundamental in gaining the knowledge to take on more complex projects and plan design. Long-term, there may be the opportunity to advance to other roles such as an Investment Advisor or Group Retirement Consultant should that be your career aspiration.

About the Opportunity

The Account Manager Group Retirement is a key member of the group retirement team, responsible for providing client service and support to our new and existing clients. The role will have direct client contact and will also support other team members.

Key Responsibilities

• Work closely with group retirement team to ensure day-to-day seamless quality service and consulting is provided to our group retirement clients.
• Develop and maintain an effective customer service plan for each group retirement client, and execute the annual plan. Customer services provided include:

o Prepare and present annual client stewardship reports for group plans.
o Develop and implement a strategy for client’s employee education requirements. Coordinating education seminars, preparing presentations and coordinating educations sessions. Willingness to conduct education seminars (and the related occasional travel) is an asset.

• Ensure all client documents are current and retained for easy access by all team members.
• Prepare “Requests for Proposals” on behalf of clients when reviewing pricing, and implementing new plans. Contact insurers requesting price quotes when regular pricing reviews are required; then prepare a presentation of results to clients.
• Assist employees who request assistance with their group retirement plans. Service can include providing investment advice, retirement projections, and performing duties relating to investment advice (such as preparing investment change forms for employee investment changes).
• Work closely with the team on client implementations (new client onboarding or existing clients moving to other insurance carriers) to ensure a smooth and seamless setup and transition.
• Assist with the new client sales process by establishing marketing plans, preparing reports and presentations and implementation of new plans sold by DFG.
• Completes process to ensure the fulfillment of all regulatory and compliance requirements for the Group Retirement team.
• Provide backup for other team members during absences.

Education and Experience

• Demonstrated ability in providing excellent client service and on-going communication including hands-on experience completing service and implementation process (beginning to end)
• Excellent communication skills (verbal and written)
• Strong interpersonal skills with the ability to influence others from different backgrounds
• Strong problem solving, analytical and mathematical skills
• Detailed, organized and deadline oriented
• Self-motivated and driven by desire to meet planned targets
• Intermediate proficiency in Microsoft Office and the ability adapt and learn new technologies
• Knowledge of relevant products i.e. Living Benefits, Life Insurance, Group Benefits is an asset

Knowledge, Skills, and Abilities

• Minimum 3 years of experience in a similar role in the investment industry
• Completion of a diploma or degree in business, accounting or finance, or an equivalent combination of education and experience
• Life Licensed
• Working towards a Certified Financial Planner (CFP) or Certified Employee Benefits Specialist (CEBS) designation is an asset
• Working knowledge of the regulatory requirements affecting DC and DB retirement plans
• Experience with compliance is an asset
• Proven experience in sales is an asset, particularly in the investment industry

How to Apply

This position will remain open until the right hire is made, so please send your resume & cover letter with your “last name – Account Manager, Group Retirement” in the subject line to careers@dehoney.com. We thank all interested candidates; however, only shortlisted candidates will be contacted. No employment agency calls please.


Office Coordinator (Administrator)

About You

You love an administrative role where you coordinate various projects to ensure our office runs smoothly. You also thrive on being the “hub” of our business, although you will handle reception duties, this is a small portion of your time (approximately 20%). You are professional, service oriented and have a positive “can-do” attitude. You pride yourself on being organized, responsible and have attention to detail. You love collaborating with others and working independently to meet deadlines.

Candidates at various levels are encouraged to apply. Looking for career growth? For the right person who has proven themselves, we would love to promote from within and do have several other roles within our organization should that be your future career aspiration.

About the Opportunity

The Office Coordinator contributes to our success by acting as the first point of contact including greeting visitors and callers, coordinating various office activities including facilities maintenance, assisting the Finance and Human Resources team as well as providing administrative support for the office.

Key Reception Responsibilities include:

• Open and distribute all incoming mail each morning.
• E-mail/Faxes: Distribute all incoming general inquiries throughout each day.
• Answer the main phone line, direct calls, and distribute voicemails from the General Delivery Mailbox. Maintain phone lists. Given employees have a direct dial, the volume is low.
• Greet visitors to the office, Provide guests with beverages and assist with any technical setup (Presentations). Order food as required for meetings and ensure processing of invoices.
• Keep waybills organized, and attach to invoices for accounts payable. Break down totals by department.
• Office premises: Ensure office including meeting rooms remain clean and tidy. Coordinate staff’s fridge clean out. Replenish supplies (bathroom and coffee) daily. Proactively ensure that office is in good repair, safe and in working order.

Key Coordination Responsibilities include:

• Ordering: Keep inventory and order office supplies as needed.
• Vendors: Act as the primary liaison to source and arrange various external vendors related to the office and premises such as recycling, lighting, pest control, all other general office maintenance/repairs. Maintain contract files.
• Meetings: maintain calendars for the boardroom and meeting rooms, Book off-site meetings.
• Petty Cash: Distribute money, organize receipts and balance the float.
• Staff Events: Active member of the Social Committee. Coordinate/assist as needed with other staff functions such as lunch and learns, town halls, etc.
• Recycling: Coordinate with Urban Impact and ShredIt, Order extra pickup as required.
• Postage Machine: Troubleshoot, add funds and send out data for postage machine.
• Alarm System: Set-up access for new employees. Terminate access for outgoing employees. Keep records.
• Parking FOBs: Issue Fobs as authorized. Maintain list of those assigned and available.
• TD VISA: First draft of Visa reconciliation for employees with corporate cards, receive and organize incoming receipts and forward to accounting.

Key Administration Responsibilities include:

• Assist Human Resources and Finance team as required; provide general administrative support to the office.
• Holiday Promotion: Coordinate client Christmas gift baskets and cards (from selection to ensuring they get out to clients). Coordinate other promotional items, distributing promotional items and tracking results.
• Health & Safety: Assist the HR Manager with various activities; participate on the Health & Safety Committee.
• Manuals: Maintain position manual (all processes, procedures, and contacts); maintain all facilities and office related files paper and online (appliance warranties/operations manuals, etc.)

Key Technical Responsibilities include:

• Photocopier: Troubleshoot problems with the photocopiers.

Education and Experience

• Completion of post-secondary diploma
• A minimum of 3 years of office administration experience

Knowledge, Skills, and Abilities

• Excellent interpersonal and communication (written and verbal) skills
• Customer service oriented with a positive “can do” attitude
• Maintains strong working relationships internally and externally
• Strong organizational skills to proactively manage issues, projects, and deadlines
• High attention to detail in all areas of work
• Ability to work independently and in a team environment
• Ability to interpret and implement company policies and procedures
• Intermediate level of proficiency in MS Office

How to Apply

This position will remain open until the right hire is made, so please email your resume & cover letter with your “last name – Office Coordinator” in the subject line to careers@dehoney.com. We thank all interested candidates; however, only shortlisted candidates will be contacted. No employment agency calls please.

 

 

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