Group Benefits Marketing & Implementation


Burlington, Ontario

Job Type


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Job Description

Group Benefits Position - Marketing & Implementation

This will be commensurate with qualifications and experience

Company Background
WP Financial is a boutique leader in group benefits + pension and the preeminent choice for First Nations employers in Ontario.

WP Financial seeks a candidate to complement the group benefits team.

Duties & Responsibilities
• Compile and manage Request for Proposals
• Implementation of new programs and client amendments
• Facilitate insurance provider changes with existing clients
• Prepare renewal documents which includes development and interpretation of spreadsheets
• Periodically, respond to clients claim inquiries and liaise between clinicians and insurance companies
• Prepare documents for client meetings
• Conduct employee information sessions @ client sites. The flexibility to travel, as result, would be a huge benefit

Qualifications and Experience
Someone who is at a minimum, a post-secondary graduate. A degree and/or industry-specific qualifications (CEBS for example) would highly likely be beneficial. Too, competency with numerical spreadsheets, an analytical mind and strong oral communication skills.

The successful candidate:
• Will have group benefits experience
• Will be well-organized: prioritize activities and can quickly reprioritize as client requests arise and uses technology efficiently, to manage time and processes
• Is proficient in all Office software products with a high skill level in developing spreadsheets by importing data from other data bases and formulating calculations
• Will have strong multi-task capacities
• Is independent who requires little supervision
• Can diffuse heated telephone conversations. They will generally understand the difference between ‘reacting’ and ‘responding’
• Generally speaking, a person who is best suited and most comfortable within a smaller business environment

We offer
• A hugely positive and fun environment which fosters independence and growth
• Beautiful office space. Individual offices. Centrally-located and close to restaurants
• Free parking
• Benefits
• Group RRSP
• Summer hours

For more information about WP Financial visit our website at: Please email your resume to Only successful candidates for interview will be contacted.


WP Financial

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