Client Relationship Executive (bilingual)

Canada Life; Quebec; On-site; CAD 72,000 - 120,000; Full time

Benefits offered by this job

Education reimbursement up to $2,000/年

Mental health benefit up to $5,000

Volunteer day

Company-matching pension plan

Share ownership program

Employee discounts

Job summary

Canada Life is seeking a Client Relationship Executive to drive strategic management and growth for a Workplace Retirement client portfolio. You will partner with plan sponsors and intermediaries, shaping outcomes and delivering long-term value through senior stakeholder engagement.

You will own relationship strategy, guide plan design, and leverage data to identify opportunities while coordinating across teams to deliver results and support sales opportunities.

Qualifications

• 6–9 years of experience in the Group Retirement or related financial services industry.
• Bilingualism (French and English) is required.
• Creative and strategic thinker with ability to develop innovative solutions aligned to client objectives.
• Strong understanding of group retirement products, plan design, and client servicing models.
• Demonstrated ability to manage complex client relationships and influence decision‑making.
• Analytical mindset with experience using data to identify insights and inform recommendations.
• Excellent communication and presentation skills, with the ability to engage senior stakeholders.
• 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

Stakeholder engagement

Analytical mindset

Communication skills

Cross-functional collaboration

Willingness to travel

Education

Post-secondary education in related field

CEBS

RPA

CSC

Job description

Base + Comm
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 the Group Retirement or related financial services industry
• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• Creative and strategic thinker with the ability to develop innovative solutions aligned to client objectives
• Strong understanding of group retirement products, plan design, and client servicing models
• 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
• Group annuity Licence with the AMF
• 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 $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 additionalinvestment 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 [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

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