Account Executive, Group Retirement

Base + Comm 

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Reporting to the Sales Director, the Account Executive, Group Retirement Services role focuses on developing strong relationships with distribution partners in your assigned region to attract new business and manage and retain an in-force (active) portfolio. It offers challenging and meaningful work in a fast-paced work environment, exciting opportunities with room to grow and develop, as well as a range of work day-to-day. Your motivation, creativity, and nimble decision-making skills along with internal and external partnerships will help you to meet and even exceed a variety of sales objectives. 

What You Will Do

• Work together with Advisors to review quote specifications for potential clients, and write and present proposals to Advisors or potential clients

• Perform all duties related to the management of accounts assigned

• Resourceful to develop and maintain relationships with Advisors and be attentive to their needs, so that they are excited to do business with Canada Life

• Respond to general and technical questions regarding plan operation and legislation from plan administrators, advisors and consultants pertaining to all types of group retirement products including; RRSP, DPSP, RPP, IPP and RRIF

What You Will Bring

• Undergraduate diploma or equivalent

• Minimum of two years of experience in the field of group retirement services and/or financial industry and thorough knowledge of capital accumulation and defined benefit plans

• Excellent communication skills, both spoken and written with an enthusiasm for doing presentations

• Excellent mathematical skills

• Ability to act quickly and put forward innovative solutions

• Ability to work in a fast‑evolving environment and adapt to growth and change

• Strong sales and interpersonal skills as well as motivation to achieve business objectives

• Knowledge of Word, Excel, and PowerPoint

• Valid driver’s license and vehicle, given the travel needs

• Designation of RPA (Retirement Plans Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset

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The base salary for this position is between $65,400 - $108,900 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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