Retirement Client Relationship Lead

Sun Life Financial; Southwestern Ontario; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services firm in Ontario is seeking a Client Relationship Manager to maintain and establish relationships with Advisors and Clients. The ideal candidate has over 5 years of experience in Client Relationship Management, a strong focus on problem-solving, and excellent communication skills. This position offers a flexible work environment and a competitive salary range of $80,000 - $128,000.

Benefits

Flexible Benefits

Networking opportunities

Mental health prioritization

Qualifications

• Minimum of 5 years working with pension and group savings clients.
• Strong client focus and ability to resolve concerns quickly.
• Extensive knowledge of legislation governing retirement savings.

Responsibilities

• Establish and maintain client relationships for Advisors and Clients.
• Partner with various teams to ensure client satisfaction.
• Contribute to proposal development alongside sales leaders.

Skills

Client Relationship Management

Interpersonal communication

Problem-solving

Business acumen

Negotiation

Presentation

Education

University degree or equivalent

Job description

A leading financial services firm in Ontario is seeking a Client Relationship Manager to maintain and establish relationships with Advisors and Clients. The ideal candidate has over 5 years of experience in Client Relationship Management, a strong focus on problem-solving, and excellent communication skills. This position offers a flexible work environment and a competitive salary range of $80,000 - $128,000.