Client Relationship Executive

Manulife; Waterloo; On-site; CAD 100,000 - 182,000; Full time

Job summary

Join a leading financial services provider as a Client Relationship Executive in the Canada Retirement team. You'll manage key relationships, support sales initiatives, and deliver training to plan administrators. Ideal for candidates with a background in the Canadian pension industry and strong client service skills. Enjoy a hybrid working arrangement with a competitive salary range and extensive benefits.

Benefits

Health and dental benefits

Generous paid time off

Retirement savings plans

Employee/family assistance plans

Qualifications

• Experience in the Canadian pension industry required.
• Knowledge of group retirement and non-registered savings plans.
• Understanding of pension and investment regulations is essential.

Responsibilities

• Understand client needs and build strong relationships through effective service.
• Participate in pre-sale processes for pension products.
• Conduct Plan Administrator training for clients.

Skills

Client Relationship Management

Strong Mathematical Proficiency

Bilingual French/English

Education

Undergraduate degree (business, economics or finance preferred)

Job description

This is an opportunity to join theCanada Retirement team at Manulife. The CRE is a key field office relationship management role supporting the overall client experience and retention of our largest corporate clients at their place of business. The CRE is accountable to support the sales team by participating in formal and informal presentations promoting our capabilities and services to both new and existing clients.

Reporting to the National Vice President, Client Management, this position will interact with plan sponsors and plan consultants/advisors explaining our products, tools and services. The incumbent is also responsible for plan changes working with other teams to facilitate amendments, fund changes, fee negotiations and education needs for the management of an existing block of business through post-sale service satisfaction, resulting in high client retention for Canada Retirement.

Manulife Canada Retirement division is a leading provider of group retirement savings plans for businesses across Canada. Our plans include Registered Retirement Savings, Defined Contribution, Registered Pension, Deferred Profit Sharing, and Employee Share Ownership programs.

Responsibilities

• Understand the client’s business needs and build strong client relationships through effective and proactive service along with efficient and accurate handling of reactive requests

• Participation as a supporting member of the pre-sale process for Pension products and services.

• Participation in the installation process by working closely with Plan Sponsors, Consultants/Advisors and Head Office Implementation Team

• Participate in projects as the need arises.

• Conduct Plan Administrator training

• Provide service according to the Canada Retirement published service model

• Provide on-going service improvement recommendations

• Support the Plan Sponsor with fulfilling Plan Governance guidelines

• Participate in pension committee and investment review meetings

• Proactively search and work to increase assets and cultivate client relationships

• Provide support and information to the Financial Education team and/or National Education Consultant team for ongoing education needs

• Occasional travel when required

Qualifications :

• Experience in the Canadian pension industry

• Undergraduate degree preferred (business, economics or finance preferred)

• Knowledge of group retirement and non-registered savings plans

• Understanding of pension and investment regulations and legislation

• Strong mathematical proficiency is preferred

• CEBS - RPA Designation would be an asset

• Bilingual French/English would be an asset

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

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 Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail] .

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$100,950.00 CAD - $181,710.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.