Senior Client Relationship Manager, Group Retirement Savings

Desjardins Group; Calgary; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading financial institution in Calgary is seeking a Senior Client Relationship Manager to enhance client relationships and deliver tailored retirement solutions in Western Canada. The ideal candidate has over seven years of relevant experience in group retirement savings, exceptional communication skills, and a passion for client advocacy. This role offers competitive compensation, flexible vacation, and opportunities for professional growth.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of seven years of relevant experience.
• Expert proficiency of English for client interactions.
• Intermediate knowledge of legislative and regulatory environment.

Responsibilities

• Proactively manage a portfolio of group retirement clients.
• Build and strengthen relationships with pension committees and stakeholders.
• Act as the voice of the client within the organization.

Skills

Action oriented

Business insight

Collaborates

Communicates effectively

Customer Focus

Interpersonal Savvy

Nimble learning

Persuades

Education

Bachelor's degree in a related field

Job description

Are you an experienced professional with deep expertise in Group Retirement Savings (GRS) looking to take the next step or elevate your career in a senior, client-facing role? As a Senior Client Relationship Manager, you will be the strategic partner and trusted advisor to a defined block of clients and intermediaries in Western Canada. You’ll play a critical role in developing long-term relationships, driving client satisfaction, and delivering tailored retirement solutions that align with our business objectives and the evolving needs of plan sponsors and members. This role is ideal for professionals with retirement and savings experience—group or institutional—who are ready to lead client relationships at a senior level, influence outcomes, and contribute to a modern, people-focused, high-performing organization. You’ll join a growing organization that is expanding its presence in the Canadian GRS market—one that values simplicity, people-focus, modern thinking, and high performance. You’ll be empowered to make a meaningful impact by delivering tailored retirement solutions, advocating for client needs, and contributing to a collaborative, forward-thinking culture. If you’re passionate about building long-term relationships, influencing outcomes, and being the voice of the client, this is your opportunity to thrive.More specifically, you will be required to:

• Proactively manage a portfolio of group retirement clients, ensuring high satisfaction, retention, and profitable growth

• Build and strengthen relationships with pension committees, senior client contacts, intermediaries, and other key stakeholders to anticipate needs and deliver proactive solutions

• Act as the voice of the client within the organization, collaborating with internal teams to deliver exceptional service and innovation

• Support business development efforts, including participating in finalist presentations and showcasing the GRS value proposition

• Analyze client data, prepare insightful reports and presentations, and recommend strategies that help clients meet their retirement plan objectives

• Resolve issues efficiently by coordinating with internal teams and ensuring timely, accurate responses

• Contribute to internal initiatives, bringing the client perspective to cross-functional projects and continuous improvement efforts

• Collaborate with Group Benefits colleagues to identify and pursue joint opportunities that enhance the overall client experience

What we offer*

• Competitive salary and annual bonus

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, stable income throughout retirement

• Group insurance including telemedicine

• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field

• A minimum of seven years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Experience with presentation and project management

• Experience in retirement and savings, group or institutional

• Certified Employee Benefits Specialist Designation (CEBS) or Retirement Plans Associate (RPA)

• Expert proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

• Intermediate knowledge of the legislative and regulatory environment

• Available for occasional travel at the request of clients within Canada or United States

• Must have a valid driver’s license and access to a vehicle

Action oriented, Business insight, Collaborates, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Persuades

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Life and health insurance (FG)

Unposting Date

2025-10-7