Client Relationship Manager

Job summary

Manage a portfolio of workplace retirement clients as their primary contact, building relationships and leading strategic discussions on plan design, governance, investments, member experience, and service delivery. Develop client plans focused on retention and growth, coordinate client initiatives with internal teams, address issues proactively, and identify opportunities to improve client and member outcomes.

Job details

Base + Comm - As a Client Relationship Manager, you will be responsible for managing and strengthening relationships within a portfolio of Workplace Retirement clients. Acting as a trusted partner to plan sponsors, advisors, and key stakeholders, you will deliver proactive service, provide consultative support, and help clients achieve their retirement plan objectives. In this role, you will build strong client relationships through regular engagement, ongoing plan management, and a deep understanding of client needs. You will support discussions related to plan design, governance, investments, member engagement, and service delivery while identifying opportunities to enhance client outcomes and support retention and growth objectives. Working closely with internal partners, sales teams, and leadership, you will lead client initiatives, address issues proactively, and ensure a consistent, high-quality client experience. What you will do Manage and strengthen relationships within a portfolio of Workplace Retirement clients, serving as the primary point of contact and trusted partner for plan sponsors, advisors, and consultants. Develop and execute client relationship strategies focused on retention, client satisfaction, growth, and achievement of client objectives. Build and maintain strong relationships with key decision-makers, including HR leaders, Finance executives, advisors, consultants, and Governance Committees. Lead client meetings and strategic discussions related to plan design, governance, investments, legislative changes, member experience, and service delivery. Identify opportunities to enhance client outcomes, increase member engagement, grow plan assets, and expand client relationships. Create and execute annual business plans aligned to client priorities and organizational objectives. Partner with Sales to support retention and growth opportunities through RFP responses and finalist presentations. Lead client projects and initiatives, coordinating internal partners to deliver plan changes, communications, system enhancements, and other client priorities. Act as the voice of the client internally by proactively managing issues, advocating for client needs, and ensuring a consistent, high-quality client experience. Introduce and promote new products, services, and enhancements that provide value to clients and plan members. What you will bring Minimum 5 years of experience in the financial services industry, with a strong understanding of group retirement products, clients, and processes. Proven ability to build and maintain strong relationships with clients, advisors, and internal partners. Strong communication, presentation, negotiation, and stakeholder management skills. Client-focused with strong business acumen and the ability to identify solutions aligned to client needs. Highly adaptable, self-motivated, and able to manage competing priorities in a fast-paced environment. Strong analytical, problem-solving, and decision-making skills. Experience supporting client retention, growth initiatives, and sales opportunities. Ability to work effectively both independently and collaboratively within a team environment. Post-secondary education in a related field; RPA designation (or willingness to obtain) and CEBS designation are considered assets. Valid driver's license and willingness to travel as required. - The base salary for this position is between $59,800 - $99,700 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

Manage a portfolio of workplace retirement clients as their primary contact, building relationships and leading strategic discussions on plan design, governance, investments, member experience, and service delivery. Develop client plans focused on retention and growth, coordinate client initiatives with internal teams, address issues proactively, and identify opportunities to improve client and member outcomes.

Requirements

Requires at least five years of financial services experience and a strong understanding of group retirement products, clients, and processes. Candidates should have strong relationship, communication, presentation, negotiation, analytical, and stakeholder-management skills; related post-secondary education is required, while RPA or CEBS credentials are assets.

Benefits

• Career Advancement Opportunities
• Education Reimbursement
• Health Benefits
• Dental Benefits
• Mental Health Benefit
• Vacation
• Personal Days
• Volunteer Day
• Company-Matching Pension Plan
• Share Ownership Program
• Investment Options
• Employee Recognition Programs
• Service Milestone Celebrations
• Employee Discounts
• Employee Resource Groups
• Mentorship Programs
• Social Clubs and Events

Listed skills

• Client Relationship Management · Preferred
• Stakeholder Management · Preferred
• Communication · Preferred
• Negotiation · Preferred
• Project management · Preferred
• Problem solving · Preferred
• Decision Making · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Client Retention
• Stakeholder Management
• Communication
• Presentation
• Negotiation
• Business Acumen
• Strategic Planning
• Project Management
• Analytical Skills
• Problem-Solving
• Decision-Making
• Sales Support
• Member Engagement
• Plan Governance
• Investment Knowledge
• Mentorship
• Presentations
• Management
• Governance
• Coordinating
• Problem Solving
• Leadership
• Decision Making
• Investments
• Financial Services
• Finance
• Sales
• Customer Service
• Request For Proposal
• Self-Motivation
• Advocacy
• Robotic Process Automation
• Valid Driver's License
• Mental Health
• Discounts And Allowances
• Communications Systems
• Certified Employee Benefit Specialist

Job areas

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

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