Client Relationship Manager

Canada Life Group; Vancouver; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Emphasis on Community

Job summary

Canada Life in Vancouver is seeking a Client Relationship Manager to strengthen relationships within Workplace Retirement clients and act as a trusted partner to plan sponsors, advisors, and key stakeholders. You will deliver proactive service, provide consultative support, and help clients achieve retirement plan objectives.

You will build strong client relationships through regular engagement, ongoing plan management, and a deep understanding of client needs.

Qualifications

• Minimum 5 years of experience in financial services with group retirement knowledge.
• Ability to build and maintain relationships with clients, advisors and partners.
• Strong communication, presentation and negotiation skills.

Responsibilities

• Manage and strengthen relationships within a portfolio of Workplace Retirement clients, serving as the primary contact for plan sponsors, advisors and consultants.
• Develop and execute client relationship strategies focused on retention, satisfaction and growth.
• Build relationships with key decision-makers including HR leaders and Finance executives.
• Lead client meetings and strategic discussions on plan design, governance and investments.
• Identify opportunities to enhance outcomes, increase member engagement and expand client relationships.
• Create and execute annual business plans aligned to client priorities.
• Partner with Sales to support retention via RFPs and presentations.
• Lead client projects, coordinating internal partners to deliver plan changes and communications.
• Advocate for client needs and ensure a high-quality client experience.
• Introduce and promote new products and enhancements that add client value.

Skills

Relationship management

Client engagement

Communication skills

Stakeholder management

Analytical thinking

Problem-solving

Education

Post-secondary education in a related field

Job description

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As a Client Relationship Manager, you will be responsible for managing and strengthening relationships within a portfolio of Workplace Retirement clients. Acting as a trusted partner to plan sponsors, advisors, and key stakeholders, you will deliver proactive service, provide consultative support, and help clients achieve their retirement plan objectives.

In this role, you will build strong client relationships through regular engagement, ongoing plan management, and a deep understanding of client needs. You will support discussions related to plan design, governance, investments, member engagement, and service delivery while identifying opportunities to enhance client outcomes and support retention and growth objectives. Working closely with internal partners, sales teams, and leadership, you will lead client initiatives, address issues proactively, and ensure a consistent, high-quality client experience.

What you will do

• Manage and strengthen relationships within a portfolio of Workplace Retirement clients, serving as the primary point of contact and trusted partner for plan sponsors, advisors, and consultants.
• Develop and execute client relationship strategies focused on retention, client satisfaction, growth, and achievement of client objectives.
• Build and maintain strong relationships with key decision-makers, including HR leaders, Finance executives, advisors, consultants, and Governance Committees.
• Lead client meetings and strategic discussions related to plan design, governance, investments, legislative changes, member experience, and service delivery.
• Identify opportunities to enhance client outcomes, increase member engagement, grow plan assets, and expand client relationships.
• Create and execute annual business plans aligned to client priorities and organizational objectives.
• Partner with Sales to support retention and growth opportunities through RFP responses and finalist presentations.
• Lead client projects and initiatives, coordinating internal partners to deliver plan changes, communications, system enhancements, and other client priorities.
• Act as the voice of the client internally by proactively managing issues, advocating for client needs, and ensuring a consistent, high-quality client experience.
• Introduce and promote new products, services, and enhancements that provide value to clients and plan members.

What you will bring

• Minimum 5 years of experience in the financial services industry, with a strong understanding of group retirement products, clients, and processes.
• Proven ability to build and maintain strong relationships with clients, advisors, and internal partners.
• Strong communication, presentation, negotiation, and stakeholder management skills.
• Client-focused with strong business acumen and the ability to identify solutions aligned to client needs.
• Highly adaptable, self-motivated, and able to manage competing priorities in a fast-paced environment.
• Strong analytical, problem-solving, and decision-making skills.
• Experience supporting client retention, growth initiatives, and sales opportunities.
• Ability to work effectively both independently and collaboratively within a team environment.
• Post-secondary education in a related field; RPA designation (or willingness to obtain) and CEBS designation are considered assets.
• Valid driver's license and willingness to travel as required.

The base salary for this position is between $59,800 - $99,700 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: Vancouver, British Columbia, CA