Senior Client Relationship Manager – Retirement Plans

Canada Life; Saskatoon; On-site; CAD 52,000 - 93,000; Full time

Job summary

A prominent financial services company in Canada is looking for a client management professional to develop relationships with clients and partners. This role requires strong interpersonal and communication skills, along with 5+ years of experience in a related field. Offering a competitive salary range, the position emphasizes support and education for clients in managing their retirement plans, ensuring compliance and effective service delivery.

Qualifications

• 5+ years of client management experience; preference for group retirement or financial services.
• Strong verbal and written communication skills.
• Ability to make decisions and innovate.

Responsibilities

• Create and execute service plans for clients.
• Identify client needs and suggest products.
• Respond to inquiries regarding retirement and savings products.
• Manage plan amendments and documentation.
• Develop and deliver presentations.

Skills

client management experience

interpersonal skills

communication skills

analytical aptitude

problem-solving

organizational skills

presentation skills

MS Office proficiency

Education

Undergraduate diploma or equivalent

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

Job description

A prominent financial services company in Canada is looking for a client management professional to develop relationships with clients and partners. This role requires strong interpersonal and communication skills, along with 5+ years of experience in a related field. Offering a competitive salary range, the position emphasizes support and education for clients in managing their retirement plans, ensuring compliance and effective service delivery.