Job Description
:The incumbent will be responsible for establishing and maintaining client relationships for a portfolio of Corporate Account clients, Advisors and Consultants. The client base is composed of retirement arrangements that vary in design and consist of a broad range of products and investments offered by the division. The incumbent will interact with Advisors and plan sponsors.
What will you do?
Maintain reactive contact with the clients/advisor to ensure satisfaction and loyalty
Continuously assess the evolving needs of the client/advisor and introduce services or product solutions to meet those needs over time
Accountable for the overall profitability of the clients
Participate in plan review meetings and consult on plan amendment and design changes
Actively participate with the sales leader in the sales process (i.e. contribute to developing proposal for services, attend short list presentations to describe GRS' client relationship process as well as key client services)
Work closely with all internal teams to ensure the best client outcome
What do you need to succeed?
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
Superior organizational skills and the ability to follow through
Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients
Demonstrated strong interpersonal and communication skills
Strong problem-solving skills with the ability to quickly and effectively resolve client concerns
Strong client focus
Highly motivated, independent self-starter with strong business acumen and negotiation skills
Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services
Extensive knowledge of the legislation governing retirement savings programs at both the federal and provincial levels as well as a solid understanding of emerging regulatory trends and the implications for clients
Assets:
A professional designation associated with the group retirement services industry (e.g. RPA, IFIC, CSC, other)
Group License
What's in it for you?
The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
*LI-MS
Client Relationship Manager • Sun Life Waterloo King
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