Client Relationship Manager
Base + Comm
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This position oversees the pro-active client experience for Group Retirement Services customers. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by working in close collaboration with the client’s decision makers
What you will do:
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Full accountability of the client relationship including plan design, legislative, governance and investment discussions.
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Creating and maintaining an annual business plan.
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Collaborate with sales to support persistency and execution targets.
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Effectively highlight areas of opportunity and growth and action to capture those.
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Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients’ needs.
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Provide direct input into communication and education strategies.
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Meets with client/partner teams on a monthly/quarterly basis to monitor service deliverables and assess needs (i.e., governance committee, Client HR team, Finance, communications team, etc.).
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Lead and handle project management, marketing, communication projects, changes to HRIS or other systems
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Participates in head office advisory field committees
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Actively participate in the sales process by contributing to RFP responses, attending short list presentations to describe processes and key services offered
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Is a peer resource for other team members and is involved in their training and development.
What you will bring:
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5+ years of experience in Group Retirement services and/or Financial services
- CFP considered an asset
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High level of Group Retirement technical expertise CEBS designation an asset
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Post-secondary education in a related field demonstrating knowledge and understanding of business principles
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Highly skilled in networking and building connections
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A career progression that demonstrates a strong understanding of group retirement customers, products, and processes along with success in servicing a large customer base
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Highly adaptable, driven to be your best, and proven initiative
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Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
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Proficiency with MS Office programs (Word, Excel & PowerPoint)
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Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines and follow though
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Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
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Strong presentation skills
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Demonstrated ability to build strong relationships with Clients and Consultants
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Ability to work closely with the sales team and the finalist sales presentations
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Comfort working independently and as part of a larger team
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Valid driver’s license and vehicle are necessary due to the travel requirements
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The base salary for this position is between $53,900.00 - $99,700.00 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Learn more about Canada Life.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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