Client Relationship Executive

Job summary

The Client Relationship Executive manages a portfolio of workplace retirement clients by aligning service delivery with strategic objectives and building strong stakeholder relationships. They provide expert guidance on plan design, investments, and regulatory matters while leading complex client initiatives to drive retention and growth.

Job details

Base + Comm - As a Client Relationship Executive, you will be responsible for the strategic management and growth of a portfolio of Workplace Retirement clients. You will act as a trusted partner to plan sponsors and intermediaries, leveraging your industry expertise and insights to shape plan outcomes, drive engagement, and deliver long-term value. What you will do Own the relationship strategy for a portfolio of Workplace Retirement clients, aligning service delivery with client objectives Build and maintain strong relationships with key stakeholders, influencing decisions through effective communication and insight Provide guidance on plan design, governance, investments, and regulatory considerations Leverage data and client insights to identify opportunities, manage risk, and recommend solutions Lead complex client initiatives (e.g., plan changes, implementations), coordinating cross-functional partners to deliver results Contribute to finalist presentations to support retention and new business opportunities by effectively articulating our value proposition and service model Act as the voice of the client internally, ensuring a high-quality and consistent client experience Manage issues and escalations with accountability and sound judgment Contribute to client retention and growth through service excellence, strategic advice, and support for sales activities What you will bring 6–9 years of experience in workplace retirement or related financial services industry Creative and strategic thinker with the ability to develop innovative solutions aligned to client objectives Strong understanding of client strategy and relationship building Demonstrated ability to manage complex client relationships and influence decision-making Strong business acumen, with the ability to translate client needs into practical solutions Analytical mindset with experience using data to identify insights and inform recommendations Excellent communication and presentation skills, with the ability to engage senior stakeholders Proven ability to manage priorities, lead initiatives, and work effectively across teams Highly driven, adaptable, and accountable, with a strong sense of ownership Strong relationship-building skills with clients, consultants, and internal partners Post-secondary education in a related field; industry designations (e.g., CEBS, RPA, CSC) are an asset Willingness to travel as required - The base salary for this position is between $68,400 - $113,900 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 talentacquisitioncanada@canadalife.com. 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. #LI-Hybrid

What you’ll do

The Client Relationship Executive manages a portfolio of workplace retirement clients by aligning service delivery with strategic objectives and building strong stakeholder relationships. They provide expert guidance on plan design, investments, and regulatory matters while leading complex client initiatives to drive retention and growth.

Requirements

Candidates must have 6–9 years of experience in workplace retirement or related financial services. A strong background in strategic relationship management, analytical thinking, and effective communication is required to influence senior stakeholders and deliver practical solutions.

Benefits

• Health benefits
• Dental benefits
• Mental health benefit
• Pension plan
• Share ownership program
• Investment options
• Education reimbursement
• Volunteer day
• Employee recognition programs
• Employee discounts

Listed skills

• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Data analysis · Preferred
• Risk Management · Preferred
• Communication · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Relationship management
• Strategic planning
• Workplace retirement
• Financial services
• Client strategy
• Business acumen
• Data analysis
• Communication
• Presentation skills
• Stakeholder management
• Risk management
• Regulatory compliance
• Investment knowledge
• Project leadership
• Problem solving
• Accountability
• Robotic Process Automation
• Influencing Skills
• Driving Engagement
• Effective Communication
• Mental Health
• Business Acumen
• Strategic Management
• Investments
• Certified Employee Benefit Specialist
• Decision Making
• Sales
• Financial Services
• Governance
• Innovation
• Mentorship
• Presentations
• Relationship Building
• Value Propositions
• Coordinating

Job areas

• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Consulting
• Client Relationship Executive
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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