Permanent Full Time

We are seeking a Digital Adoption and Client Success Consultant to bridge our digital innovation roadmap with client adoption and value realization within our Retirement and Savings business.

This role sits at the intersection of technology, client engagement, and implementation—working directly with clients to translate digital capabilities into practical outcomes, guiding adoption, and ensuring clients fully leverage our platforms and enhancements. This role requires travel of up to 25%, including visits to client sites across Canada.

It is a hands-on, client-facing consulting role focused on enabling client adoption and ongoing value delivery. Partner with clients, advisors and consultants to understand client operational needs and design implementation plans to adopt digital capabilities from our evolving roadmap.

Act as a subject matter expert (SME) on digital tools, platforms, and enhancements within the retirement and savings ecosystem including front-end plan member platforms like web and mobile; and B2B platforms like administration sites and payroll integration.

Help clients understand the steps to implement available features so they understand the scope and requirements to align on moving forward.

Translate technical concepts into clear, business-relevant outcomes for client audiences.

and troubleshoot adoption barriers.

Experience in a client-facing consulting, implementation, or client success role

Solid ability to communicate complex or technical concepts clearly to non-technical audiences

Solid technical aptitude, comfortable understanding platform capabilities, integrations, and digital workflows

Proven experience leading client discussions, demos, and solution walkthroughs

Experience in retirement, pensions, savings,



or financial services is strongly preferred

As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

Increased client utilization of digital capabilities

This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.*

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver or our customers, communities and each other. We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.

Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.

Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.

Employee recognition programs, service milestone celebrations, employee discounts and more!

Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

All information provided will be handled in accordance with applicable laws and Canada Life policies.

*

📌 Digital Adoption and Client Success Consultant, Workplace Retirement and Savings (Winnipeg)
🏢 Socket.dev
📍 Winnipeg