PACE Consulting, LLC

Consultant

• Lead and manage organization’s Financial Wellness initiative
• Develop a comprehensive annual Financial Wellness calendar with monthly education topics for plan sponsors
• Design and maintain engaging educational content covering retirement, savings, investment basics, and financial wellness
• Create clear, effective member communication materials
• Deliver group education sessions (in-person and virtual) for plan members
• Provide one-on-one support to plan members on enrolment, contributions, investment options
• Partner with consultants, account managers, and external stakeholders to ensure a seamless member experience.
• Stay up to date on Canadian retirement, benefits, and financial wellness trends, legislation, and best practices.

Retirement Education Consultant

Customer Support

• Monitor and track retirement and pension plan reviews to ensure timely completion.
• Request required materials from record keepers, insurers, and investment providers.
• Pull and compile investment and fund performance data from Morningstar for analysis.
• Coordinate and distribute completed plan reviews for small clients.
• Track AIR filing requirements for registered pension plans and monitor compliance timelines.
• Respond to member inquiries regarding enrolment, contributions, investments, and general plan information.
• Liaise with carriers, record keepers, and internal team members to resolve member issues promptly and professionally.
• Maintain and restructure shared digital plan folders to ensure accuracy and completeness.
• Review plan files and proactively request missing documentation from carriers and service providers.
• Ensure all new business and ongoing servicing documentation is received and properly organized.
• Support new business sales by coordinating required documentation with carriers and providers.
• Create and maintain client and prospect folders for new plans and conversions.
• Update CRM records with key plan data, missing details, and changes.
• Request marketing and benchmarking reports from providers and consolidate received data.
• Build polished, professional presentations for client marketing, benchmarks, and review meetings.
• Ensure all materials are accurate, timely, and aligned with branding standards.
• Create and maintain templates, workflows, and processes to support efficiency and scalable team growth.
• Identify opportunities to streamline administrative and operational tasks.
• Provide general administrative and project support to the retirement consulting team.

Retirement Education Consultant

Retirement Support Specialist