The Regional Director, Client Relations is responsible for leading the Ontario Client Relationship Management (CRM) team focused on supporting National and Corporate Accounts, advisor relationships, and retirement plans within the Canada Retirement business. As a key member of the Client Relations leadership team, the Regional Director serves as a strategic partner to clients, advisors, and internal stakeholders. The role works closely with leaders across Operations, Product, Distribution, and other business functions to influence strategic decisions, resolve complex client challenges, and align client needs with organizational capabilities.

The successful candidate will lead a high-performing team, contribute to the evolution of the client and advisor experience, influence enterprise initiatives, and help shape the future direction of the Canada Retirement business.

Client Relationship

Management & Business Partnership Lead the Client Relationship Managers (CRM) team in Ontario supporting Corporate and Key Accounts, advisors, plan sponsors, and other strategic intermediaries. Build and maintain trusted relationships with senior client stakeholders to understand their business objectives, challenges, and evolving needs. Act as a strategic advisor, providing insights and solutions that align client goals with organizational capabilities.

Collaborate with Operations, Product, Distribution, Risk, and fellow Client Relations leaders to ensure seamless service delivery and resolution of complex client issues.

Represent Canada

Retirement in client governance meetings, advisor meetings, quarterly business reviews, and strategic planning discussions. Lead and support the CRM team in driving client satisfaction, retention, asset growth, and strategic relationship expansion. Develop and execute regional client strategies that support long-term growth, advisor engagement, and retention objectives.

Identify emerging market trends, industry developments, and client needs to proactively position retirement solutions and services. Partner with Distribution and Product teams to support new business opportunities, respond to RFPs, participate in finalist presentations, and contribute to strategic growth initiatives. Provide client and advisor insights that help inform business priorities, product enhancements, and service experience improvements.

Service Delivery Oversight





Ensure service standards and contractual obligations are met across assigned client relationships. Monitor key performance indicators, client satisfaction measures, and operational outcomes; proactively address service gaps and elevate issues as required. Collaborate with Operations leadership to identify opportunities to improve processes, strengthen service delivery, and enhance the client experience.

Lead service recovery efforts for complex client situations and advocate for solutions that balance customer needs and business objectives. Risk Management & Governance Maintain a strong awareness of operational, regulatory, and reputational risks impacting client relationships. Ensure compliance with internal policies and external regulatory requirements.

Support business continuity planning and risk mitigation strategies for strategic client relationships. Lead, coach, and develop a high-performing team of Client Relationship Managers through active coaching, performance management, and career development. Foster a culture of accountability, collaboration, innovation, and continuous improvement.

Build leadership capability and support succession planning across the Client Relations organization. Lead through change by helping team members adapt to evolving client expectations, business priorities, and organizational transformation initiatives. Support employee engagement and create an inclusive environment where diverse perspectives are valued and team members can thrive.

Collaborate effectively with leaders across Canada Retirement to advance strategic priorities and deliver exceptional client and advisor outcomes. Actively contribute as a member of the Client Relations leadership team, helping shape future service models, relationship management strategies, and organizational priorities. 10+ years of experience in client relationship management, retirement, wealth management, financial services, or a related industry.



~ Proven track record of building strong client relationships and delivering exceptional service outcomes. ~ Strong understanding of retirement plan design, retirement industry trends, and client relationship management practices. ~ Experience engaging senior client stakeholders, advisors, consultants, and executive decision-makers. ~ Proficiency with Microsoft Office applications and CRM technologies. ~ Experience leading organizational transformation initiatives, service model changes, or large-scale client transitions is considered an asset. Bachelor's degree in Business, Finance, or a related field.

Advanced industry designations (for example, CEBS, CFA, or equivalent) are considered an asset. We'll recognize and support you in a flexible workplace where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see.

Le poste annoncé correspond à une vacance existante. 125,100.00 CAD - $175,100.00 CAD Les employés ont également la possibilité de participer à des programmes incitatifs et de recevoir une rémunération liée à la performance de l’entreprise et des individus. Le salaire réel variera selon les conditions du marché local, la région géographique et les facteurs propres au poste, tels que les connaissances, les compétences, les qualifications, l’expérience et la formation. Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d’aide aux employés et leur famille.

Nous proposons également aux employés admissibles différents régimes d’épargne-retraite (y compris des régimes de rente et un programme international d’actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d’éducation et de conseils financiers. Nous utilisons des technologies de données et d’analytique, telles que l’intelligence artificielle (IA), ainsi que des outils de traitement automatisé pour analyser et traiter les renseignements que vous nous fournissez ou que des tiers nous transmettent dans le cadre du processus de demande.

📌 Regional director, client relations - canada retirement (Toronto)
🏢 Société Financière Manuvie
📍 Toronto