As a Client Relationship Manager, you will be responsible for managing and strengthening relationships within a portfolio of Workplace Retirement clients. Acting as a trusted partner to plan sponsors, advisors, and key stakeholders, you will deliver proactive service, provide consultative support, and help clients achieve their retirement plan objectives. In this role, you will build strong client relationships through regular engagement, ongoing plan management, and a deep understanding of client needs. You will support discussions related to plan design, governance, investments, member engagement, and service delivery while identifying opportunities to enhance client outcomes and support retention and growth objectives. Working closely with internal partners, sales teams, and leadership, you will lead client initiatives, address issues proactively, and ensure a consistent, high-quality client experience. Manage and strengthen relationships within a portfolio of Workplace Retirement clients, serving as the primary point of contact and trusted partner for plan sponsors, advisors, and consultants. Build and maintain strong relationships with key decision-makers, including HR leaders, Finance executives, advisors, consultants, and Governance Committees. Lead client meetings and strategic discussions related to plan design, governance, investments, legislative changes, member experience, and service delivery. Identify opportunities to enhance client outcomes, increase member engagement, grow plan assets, and expand client relationships.



Partner with Sales to support retention and growth opportunities through RFP responses and finalist presentations. Lead client projects and initiatives, coordinating internal partners to deliver plan changes, communications, system enhancements, and other client priorities. Act as the voice of the client internally by proactively managing issues, advocating for client needs, and ensuring a consistent, high-quality client experience. Minimum 5 years of experience in the financial services industry, with a strong understanding of group retirement products, clients, and processes. Proven ability to build and maintain strong relationships with clients, advisors, and internal partners. Strong communication, presentation, negotiation, and stakeholder management skills. Client-focused with strong business acumen and the ability to identify solutions aligned to client needs. Highly adaptable, self-motivated, and able to manage competing priorities in a rapid-paced environment. Experience supporting client retention, growth initiatives, and sales opportunities. Post-secondary education in a related field; RPA designation (or willingness to obtain) and CEBS designation are considered assets. Valid driver's license and willingness to travel as required.



This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you. 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’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver
- for our customers,communitiesand 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 andpersonal days,we support communityinvolvement with avolunteer day. Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options. Employee recognition programs, service milestone celebrations, employee discounts and more We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Client Management Director (Vancouver)
🏢 Canada Life Group
📍 Vancouver