Canada Retirement Account Executive – Growth & Advisory

Manulife Financial; Halifax; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Manulife Financial is seeking an Account Executive – Canada Retirement to drive growth in the Group Retirement business across Canadian markets. You will build strong advisor and plan sponsor relationships, promote retirement solutions, and deliver consultative support aligned with sponsor needs.

The role leads new business development, manages RFPs, and collaborates across internal partners to deliver a seamless end-to-end experience from prospecting through onboarding and ongoing relationship

Qualifications

• University degree in Business, Finance, Economics, Commerce, Marketing, or a related field.
• 5+ years of experience in financial services sales, business development, relationship management, or consulting.
• Experience in group retirement, workplace savings, pensions, investments, wealth management, or employee benefits.
• Demonstrated success developing new business, managing complex sales opportunities, and delivering presentations to diverse stakeholders.
• Strong knowledge of retirement and savings solutions, including Defined Contribution plans, Group RRSPs, DPSPs, and TFSAs, as well as the Canadian pension and regulatory environment.
• Proven consultative selling, relationship management, negotiation, and influencing skills.
• Strong business acumen with the ability to identify opportunities, develop sales strategies, and navigate competitive situations.
• Experience managing sales pipelines, forecasting, and CRM tools such as Salesforce.
• Excellent communication, organizational, and cross-functional collaboration skills.
• Customer-focused with a commitment to ethical selling, inclusion, and continuous learning.
• Industry designations (CSC, IFIC, CIM, CFP, RRC, or equivalent) and bilingual English/French capabilities are assets.
• Willingness and ability to travel within Canada.

Responsibilities

• Develop and execute a territory strategy to achieve sales and growth objectives.
• Build and maintain a strong pipeline of prospective retirement plan opportunities.
• Prospect and cultivate relationships with advisors, consultants, and plan sponsors.
• Conduct discovery meetings to understand client needs, plan objectives, and workplace savings goals.
• Lead new business opportunities from initial engagement through implementation handoff.
• Develop competitive sales strategies and position Manulife's value proposition effectively.
• Coordinate and respond to RFPs, RFIs, and proposal requests.
• Deliver finalist presentations and support plan sponsor decision-making processes.
• Maintain accurate sales forecasts, pipeline reporting, and opportunity tracking.
• Build trusted relationships with advisors, consultants, trustees, and plan sponsor decision-makers.
• Act as a strategic resource by sharing industry insights, market trends, and retirement expertise.
• Represent Manulife at industry events, client meetings, and business development activities.
• Collaborate with external distribution partners to uncover and advance opportunities.
• Partner with Pricing, Product, Investments, Marketing, Client Service, Implementation, Operations, Legal, and Compliance teams to develop client solutions and support successful sales outcomes.
• Share market intelligence and client feedback to help shape product, service, and business strategies.
• Ensure a seamless transition of new business to implementation and service partners.

Skills

Business development

Relationship management

Consultative selling

Sales forecasting & CRM

Negotiation

Communication

Education

University degree in Business/Finance/Economics/Commerce/Marketing

Tools

Salesforce

Job description

Manulife Financial is seeking an Account Executive – Canada Retirement to drive growth in the Group Retirement business across Canadian markets. You will build strong advisor and plan sponsor relationships, promote retirement solutions, and deliver consultative support aligned with sponsor needs.

The role leads new business development, manages RFPs, and collaborates across internal partners to deliver a seamless end-to-end experience from prospecting through onboarding and ongoing relationship