Client Relationship Executive

Canada Life Group; Winnipeg; On-site; CAD 66,000 - 110,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Community Engagement

Job summary

Canada Life is seeking a Client Relationship Executive to lead the relationship strategy for a portfolio of Workplace Retirement clients. You will guide plan design, governance, and investments while leveraging data to identify opportunities and manage risk.

You will collaborate across teams, coordinate complex initiatives, and contribute to presentations to retain and win business, acting as the voice of the client to ensure a high-quality experience.

Qualifications

• 6–9 years of experience in workplace retirement or related financial services industry.
• Creative and strategic thinker with the ability to develop innovative solutions aligned to client objectives.
• Strong understanding of client strategy and relationship building.
• Demonstrated ability to manage complex client relationships and influence decision-making.
• Strong business acumen, with the ability to translate client needs into practical solutions.
• Analytical mindset with experience using data to identify insights and inform recommendations.
• Excellent communication and presentation skills, with the ability to engage senior stakeholders.
• Proven ability to manage priorities, lead initiatives, and work effectively across teams.
• Highly driven, adaptable, and accountable, with a strong sense of ownership.
• Strong relationship-building skills with clients, consultants, and internal partners.
• Willingness to travel as required

Responsibilities

• Own the relationship strategy for a portfolio of Workplace Retirement clients, aligning service delivery with client objectives.
• Build and maintain strong relationships with key stakeholders, influencing decisions through effective communication and insight.
• Provide guidance on plan design, governance, investments, and regulatory considerations.
• Leverage data and client insights to identify opportunities, manage risk, and recommend solutions.
• Lead complex client initiatives (e.g., plan changes, implementations), coordinating cross-functional partners to deliver results.
• Contribute to finalist presentations to support retention and new business opportunities by effectively articulating our value proposition and service model.
• Act as the voice of the client internally, ensuring a high-quality and consistent client experience.
• Manage issues and escalations with accountability and sound judgment.
• Contribute to client retention and growth through service excellence, strategic advice, and support for sales activities.

Skills

Relationship management

Strategic thinking

Client strategy

Stakeholder influence

Business acumen

Data analysis

Communication skills

Presentation skills

Prioritization

Accountability

Travel willingness

Industry knowledge

Education

Post-secondary education

CEBS designation

RPA designation

CSC designation

Job description

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As a Client Relationship Executive, you will be responsible for the strategic management and growth of a portfolio of Workplace Retirement clients. You will act as a trusted partner to plan sponsors and intermediaries, leveraging your industry expertise and insights to shape plan outcomes, drive engagement, and deliver long-term value.

What you will do

• Own the relationship strategy for a portfolio of Workplace Retirement clients, aligning service delivery with client objectives
• Build and maintain strong relationships with key stakeholders, influencing decisions through effective communication and insight
• Provide guidance on plan design, governance, investments, and regulatory considerations
• Leverage data and client insights to identify opportunities, manage risk, and recommend solutions
• Lead complex client initiatives (e.g., plan changes, implementations), coordinating cross-functional partners to deliver results
• Contribute to finalist presentations to support retention and new business opportunities by effectively articulating our value proposition and service model
• Act as the voice of the client internally, ensuring a high-quality and consistent client experience
• Manage issues and escalations with accountability and sound judgment
• Contribute to client retention and growth through service excellence, strategic advice, and support for sales activities

What you will bring

• 6–9 years of experience in workplace retirement or related financial services industry
• Creative and strategic thinker with the ability to develop innovative solutions aligned to client objectives
• Strong understanding of client strategy and relationship building
• Demonstrated ability to manage complex client relationships and influence decision-making
• Strong business acumen, with the ability to translate client needs into practical solutions
• Analytical mindset with experience using data to identify insights and inform recommendations
• Excellent communication and presentation skills, with the ability to engage senior stakeholders
• Proven ability to manage priorities, lead initiatives, and work effectively across teams
• Highly driven, adaptable, and accountable, with a strong sense of ownership
• Strong relationship-building skills with clients, consultants, and internal partners
• Post-secondary education in a related field; industry designations (e.g., CEBS, RPA, CSC) are an asset
• Willingness to travel as required

The base salary for this position is between $66,150 - $110,250 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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

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

Location: Winnipeg, MB, CA Regina, SK, CA