Group Retirement Client Relationship Manager (Ontario)

Group Retirement Client Relationship Manager (Ontario)

07 Nov
|
PACE Consulting Benefits & Pensions
|
Ontario

07 Nov

PACE Consulting Benefits & Pensions

Ontario

Manage Group Retirement Services clients at PACE while applying GRS knowledge, plan governance expertise, and solid presentation skills. This hybrid position includes two office days weekly.
The Client Relationship Manager serves an assigned portfolio of GRS clients and plan members. Approximately 70% covers relationship management, governance, compliance, implementations, and ongoing service delivery. The remaining 30% supports PACE’s Retirement and Financial Wellness initiative through education and member assistance.
Key Responsibilities: Manage assigned GRS client portfolios and sponsor relationships
Coordinate plan reviews, investment updates, meetings, and service initiatives
Complete governance documentation, regulatory filings, and compliance requirements




Coordinate implementations from onboarding through launch
Deliver retirement education sessions, webinars, and member support
Requirements: Five or more years in client-facing roles
At least three years in group retirement or related consulting
Knowledge of Canadian workplace retirement legislation and filings
Presentation experience with employee groups, virtually and in person
Life Licence or willingness to obtain within six months
Bring client portfolio management, retirement education, and governance capabilities to PACE’s Group Retirement Services team.

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📌 Group Retirement Client Relationship Manager (Ontario)
🏢 PACE Consulting Benefits & Pensions
📍 Ontario

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