Client Relationship Executive, Group Retirement

Canada Life; Vancouver; Hybrid; CAD 70,000 - 118,000; Full time

Job summary

A leading retirement services provider in Vancouver seeks a skilled professional to oversee client relationships and manage projects. The ideal candidate has over 7 years of experience in Group Retirement services, possesses strong communication skills, and is proficient in MS Office. This role offers a base salary between $70,500 - $117,400 annually and emphasizes teamwork and client consultation.

Qualifications

• 7+ years of experience in Group Retirement services.
• Ability to communicate effectively in a polished and professional manner.
• Demonstrated ability to build strong relationships.

Responsibilities

• Oversee client relationships including plan design and legislative discussions.
• Lead project management, communication projects, and marketing.
• Provide direct input into communication and education strategies.

Skills

Group Retirement services experience

Networking skills

Analytical aptitude

Presentation skills

Communication skills

Education

Post-secondary education in related field

CEBS designation

Tools

MS Office (Word, Excel & PowerPoint)

Job description

Overview

This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by working in close collaboration with the client’s decision makers.

What You Will Do

• Full accountability of the client relationship including plan design, legislative, governance and investment discussions.
• Creating and maintaining an annual business plan.
• Collaborate with sales to support persistency and execution targets.
• Effectively highlight areas of opportunity and growth and action to capture those.
• Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients’ needs.
• Provide direct input into communication and education strategies.
• Meets with client / partner teams on a monthly / quarterly basis to monitor service deliverables and assess needs (i.e., governance committee, Client HR team, Finance, communications team, etc.).
• Lead and handle project management, marketing, communication projects, changes to HRIS or other systems.
• Participates in head office advisory field committees.
• Actively participate in the sales process by contributing to RFP responses, attending short list presentations to describe processes and key services offered.
• Is a peer resource for other team members and is involved in their training and development.

What You Will Bring

• 7+ years of experience in Group Retirement services
• Group Retirement technical expertise; CEBS designation an asset
• Post-secondary education in a related field demonstrating knowledge and understanding of business principles
• Highly skilled in networking and building connections
• A career progression that demonstrates a strong understanding of group retirement customers, products, and processes along with success in servicing a large customer base
• Highly adaptable, driven to be your best, and proven initiative
• Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
• Proficiency with MS Office programs (Word, Excel & PowerPoint)
• Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines and follow through
• Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
• Strong presentation skills
• Demonstrated ability to build strong relationships with Clients and Consultants
• Ability to work closely with the sales team and the finalist sales presentations
• Comfort working independently and as part of a larger team
• Valid driver’s license and vehicle are necessary due to the travel requirements

Salary : The base salary for this position is between $70,500 - $117,400 annually. This represents base salary only and does not include 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 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!

Canada Life is 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. If you require a reasonable accommodation during the application process, please contact [e-mail]. All information shared during the accommodation request process will be stored and used in a manner consistent with applicable laws and Canada Life policies.

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

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