Client Relationship Manager (Group Retirement Services)

Base + Comm 

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We are looking for a Client Relationship Manager, Group Retirement Services

This role focuses on developing strong relationships through proactive service to our clients and distribution partners. It offers dynamic, challenging, and meaningful work in a fast-paced environment. Your motivation and drive to support our clients, partners, and our team will help you to meet or exceed your objectives while providing an impactful experience to all of those you work with.  This role is aligned to our office in Vancouver, BC.

What you will do

• Proactively create and execute an annual service plan for your defined block of clients and distribution partners
• Identify client needs/growth opportunities through strategic conversations and suggest appropriate products and services
• Communicate new product and service enhancements with clients and distribution partners
• Respond to general and technical plan operation and legislative inquiries pertaining to all types of group retirement and savings products
• Support clients with education and resources, including communication materials, to help them manage a successful retirement and savings plan
• Manage plan amendments to ensure regulatory requirements are meet and our internal partners have all required documentation
• Develop and deliver presentations for annual stewardship meetings
• Partner with the sales team for collaboration, meetings and finalist presentations
• Perform all other duties related to the management of accounts assigned

What you will bring

• 5+ years of client management experience; preference will be given to candidates with experience in the field of group retirement, group benefits, and/or financial services industry
• Strong interpersonal skills and excellent communication skills, both spoken and written
• Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
• Highly adaptable to growth and change in a fast-paced environment
• Ability to collaborate with internal and external partners
• Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines
• Strong presentation skills
• Proficiency with MS Office programs
• Designation of RPA (Retirement Plans Associate) or CEBS (Certified Employee Benefits Specialist) is a benefit and will be a requirement as part of the role
• Undergraduate diploma or equivalent
• Valid driver’s license and vehicle, given the travel needs
• Understanding of capital accumulation and defined benefit plans is preferred

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The base salary for this position is between $54,500 - $81,800 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.

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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