Position Summary The Client Relationship Manager is responsible for delivering exceptional service to a portfolio of Group Retirement Services (GRS) clients and their plan members. Approximately 70% of the role focuses on client relationship management, plan governance and compliance, implementations, and ongoing service delivery. The remaining 30% supports PACE's Retirement and Financial Wellness initiative, delivering presentations, webinars, education sessions, and one on one member support. The ideal candidate pairs robust GRS knowledge and client service skills with a genuine talent for making retirement concepts clear and engaging.

Key Responsibilities
Client Service & Relationship Management
- Manage and service an assigned portfolio of GRS clients.
- Build strong relationships with plan sponsors and key client contacts.
- Coordinate plan reviews, investment updates, meetings, and ongoing service initiatives.
- Respond to sponsor inquiries and provide proactive, solutions-focused support.
- Identify opportunities to enhance the client experience, support retention and growth, in collaboration with the Vice President, GRS.
- Prepare and deliver client presentations and communications. Governance, Compliance & Plan Support
- Monitor legislative and regulatory developments affecting retirement and savings programs.
- Prepare sponsor communications regarding legislative, regulatory, and governance updates.
- Develop and maintain plan governance documentation.
- Complete required regulatory filings and compliance requirements, including Form 7s, AIRs, and other legislative obligations.
- Support plan sponsors with governance, compliance, and plan-related questions. Plan Implementations & Projects
- Coordinate new plan implementations with internal and external stakeholders.




- Support implementation projects from onboarding through launch.
- Review contracts, plan documentation, forms, and communications for accuracy and completeness.
- Provide input regarding plan structure and design.
- Contribute to process improvement and other team initiatives. Retirement Education & Member Support
- Develop and deliver member education sessions, presentations, webinars, and communications covering retirement, savings, investments, and financial wellness.
- Customize educational materials to meet the needs of different plan sponsor and member audiences.
- Respond to member inquiries by phone, email, virtually, and in person.
- Assist members with enrolment, contributions, investment options, forms, tools, and general plan features.
- Help members better understand and navigate their workplace retirement and savings programs while remaining within applicable regulatory and advisory guidelines. Team Collaboration
- Collaborate with consultants, account managers, GRS and Benefits teams, providers, and other stakeholders to ensure seamless client and member service.
- Support the training and development of junior and new team members.
- Stay current on retirement legislation, industry trends, and financial wellness best practices. What You Bring
- 5+ years in a client facing role, including at least 3 in group retirement, pension, or a related consulting environment.




- Experience with capital accumulation plans (DC pension, group RRSP, TFSA, DPSP) strongly preferred; candidates with defined benefit experience will also be considered.
- Post secondary education in finance, business, human resources, or a related field, or equivalent experience.
- Strong knowledge of workplace retirement and savings programs in Canada, including applicable legislation and regulatory filings.
- Proven experience managing a portfolio of client relationships.
- Experience delivering education sessions or presentations to employee groups, in person and virtually.
- Life Licence (LLQP), or willingness to obtain within 6 months of hire.
- Must have a valid driver's licence and access to a car. Nice to Have
- Retirement Plans Associate (RPA) designation
- Canadian Securities Course (CSC) Skills & Competencies
- Builds trusted, long-term relationships with plan sponsors and key client contacts.
- Anticipates client needs and proactively brings forward ideas to strengthen plans and the client experience.
- Manages a full client portfolio, balancing deadlines, filings, plan reviews, and day to day inquiries.
- Strong project management/organizational skills
- Highly detail oriented on governance documentation, regulatory filings, and plan communications.
- Explains complex retirement and investment concepts in plain, engaging language, adapting to audiences from executives to plan members.
- Sound judgment in providing member education and guidance within regulatory and advisory boundaries.
- Collaborative and solutions focused, working effectively across internal teams and providers.
- Proficient in Microsoft Office, virtual presentation tools, and recordkeeper platforms. Why This Role Stands O

📌 Client Relationship Manager (Toronto)
🏢 PACE Consulting Benefits & Pensions
📍 Toronto