Senior Client Relationship Manager, Group Retirement Savings

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

Job summary

A leading financial services organization in Vancouver is seeking an experienced Senior Client Relationship Manager to manage group retirement clients. The ideal candidate will have over seven years of experience in retirement and savings and will engage with senior clients and intermediaries. This role focuses on relationship building, data analysis, and delivering tailored retirement solutions. A competitive salary and benefits package is offered.

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.
• Expert proficiency in English.

Responsibilities

• Manage a portfolio of group retirement clients for satisfaction and growth.
• Build relationships with pension committees and key stakeholders.
• Act as the voice of the client within the organization.
• Support business development efforts with presentations.
• Analyze client data and prepare reports.

Skills

Action oriented

Customer Focus

Communicates effectively

Interpersonal Savvy

Business insight

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.

Responsibilities

• 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

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

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

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Trade Union (If applicable)