Digital Adoption and Client Success Consultant, Workplace Retirement and Savings

Permanent Full Time 

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We are seeking a Digital Adoption and Client Success Consultant to bridge our digital innovation roadmap with client adoption and value realization within our Retirement and Savings business.  

This role sits at the intersection of technology, client engagement, and implementation—working directly with clients to translate digital capabilities into practical outcomes, guiding adoption, and ensuring clients fully leverage our platforms and enhancements. This role requires travel of up to 25%, including visits to client sites across Canada. 

This is not a marketing or strategy role. It is a hands-on, client-facing consulting role focused on enabling client adoption and ongoing value delivery. 

What You’ll Do

• Partner with clients, advisors and consultants to understand client operational needs and design implementation plans to adopt digital capabilities from our evolving roadmap.  
• Act as a subject matter expert (SME) on digital tools, platforms, and enhancements within the retirement and savings ecosystem including front-end plan member platforms like web and mobile; and B2B platforms like administration sites and payroll integration. 
• Participate in finalist presentations; and lead client-facing sessions, demos, and working sessions to explain new functionality, roadmap updates, and best practices. 
• Help clients understand the steps to implement available features so they understand the scope and requirements to align on moving forward. 
• Translate technical concepts into clear, business-relevant outcomes for client audiences. 
• Collaborate with internal business development, technology, product, and enablement teams to bring client feedback into roadmap evolution. 
• Gather practical client feedback and identify opportunities for clients to increase utilization and extract more value from available capabilities; and troubleshoot adoption barriers. 
• Coordinate rollout readiness and follow up with clients to ensure success criteria are met. 

What You'll Bring 

• Experience in a client-facing consulting, implementation, or client success role  
• Strong ability to communicate complex or technical concepts clearly to non-technical audiences 
• Solid technical aptitude, comfortable understanding platform capabilities, integrations, and digital workflows 
• Proven experience leading client discussions, demos, and solution walkthroughs 
• Ability to connect business needs to system capabilities and drive practical outcomes 
• Experience in retirement, pensions, savings, or financial services is strongly preferred 
• Strong stakeholder management and confident presence in client-facing environments 
• As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

What Success Looks Like 

• Clients actively adopt and use newly released features 
• Increased client utilization of digital capabilities 
• Positive client feedback on clarity, guidance, and value delivery 
• Strong alignment between client needs and roadmap evolution 

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The base salary for this position is between $71,900 - $119,800 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. 

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