Senior Client Relationship Manager, Group Retirement Savings

Desjardins Group; Vancouver; Hybrid; CAD 85,000 - 126,000; Full time

Job summary

A leading company in the financial sector is seeking a Client Relationship Manager for Group Retirement Savings. The role focuses on ensuring client satisfaction through strong relationship management and strategic solutions. The ideal candidate will have extensive experience in retirement services, excellent communication skills, and a Bachelor's degree. This position offers a competitive salary, annual bonus, and flexible vacation, along with a commitment to diversity and inclusion.

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.
• Experience in retirement and savings, group or institutional.

Responsibilities

• Manage a portfolio of clients and coordinate solutions with internal teams.
• Collect and analyze data, prepare reports and presentations.
• Establish business relationships with stakeholders.

Skills

Communication

Customer Focus

Interpersonal Savvy

Education

Bachelor's degree in a related field

Tools

Canadian Securities Course (CSC)

Certified Employee Benefits Specialist Designation (CEBS)

Retirement Plans Associate (RPA)

Job description

As a Client Relationship Manager, Group Retirement Savings, your primary goal is to ensure the highest level of client satisfaction, thereby developing and maintaining top-tier market references. You aim to leverage your existing skills and experience by partnering with a provider expanding in the Canadian GRS market. Your responsibilities include maintaining and developing strong relationships with a defined block of clients and intermediaries in Western Canada. You will promote solutions and service offerings in line with the business unit's objectives and strategies. All interactions with both internal and external resources will reflect Desjardins' core behaviours: simplicity, people-focus, modern, and high performing, ensuring actions are always in the best interest of plan members, clients, and intermediaries. You will act as the voice of clients within Desjardins and foster relationships with colleagues in the Group Benefits Insurance area for joint opportunities. More specifically, you will be required to:

• Proactively manage a portfolio of clients and coordinate solutions with internal teams to ensure profitable growth and a high level of client satisfaction.

• Collect and analyze data, prepare results-oriented reports and presentations with relevant recommendations and solutions to help clients achieve their objectives.

• Establish business relationships with pension committee members, senior client contacts, intermediaries, and other group retirement savings stakeholders to anticipate client needs and ensure their full satisfaction with our services.

• Support the sales team by participating in short list and other presentations to showcase the GRS service offer.

• Ensure any identified issues are resolved in a timely and accurate manner Resolve issues with the help of the appropriate internal teams.

• Contribute to internal projects to bring the client’s perspective to the conversation.

What we offer*

• Competitive salary and annual bonus

• Salary outlook: 85,862 - 125,931 dollars per year (region-specific scale)

• 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

• Canadian Securities Course (CSC)

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

• Experience with presentation and project management

• Experience in retirement and savings, group or institutional

• 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

Business insight, Collaborates, Communicates effectively, Customer Focus, Interpersonal Savvy, 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

2025-05-29