Client Relationship Consultant

We are looking for a Client Relationship Consultant

Reporting to the Regional Manager, this role focuses on developing strong relationships through proactive servicing of group retirement plan customers and in our region, participating in finalist presentations, and working with a team to implement new sales.

Being able to work independently and as part of a team to build strong customer relationships is the key to success in this role.

By focusing on the needs of our customers and building their trust you will grow our group retirement business through the retention of customer assets, increasing plan membership and contributions as well as transfer new assets from other financial institutions.

This full-time opportunity is a great way to build on your group retirement and customer service expertise as part of a team dedicated to improving the physical, mental and financial well-being of Canadians.

What You Will Do

• Creating and executing an annual service plan to proactively service a defined block of customers
• Developing customized project plans for new case implementations
• Responding to general and technical questions regarding plan operation and legislation from plan administrators, advisors and consultants pertaining to all types of group retirement products including;

RRSP, DPSP, RPP, IPP and RRIF.

• Developing and delivering presentations for use with group customers and plan members
• Working closely with the Communication & Education Manager to ensure appropriate educational sessions and communications are provided to customers
• Identifying customer needs and growth opportunities and providing appropriate products and solutions
• Introducing new product and service enhancements

What You Will Bring

• Highly adaptable, driven to be your best, and proven initiative.
• A career progression that demonstrates a strong understanding of group retirement customers, products and processes along with success in servicing a large customer base
• Post-secondary education in a related field demonstrating knowledge and understanding of business principles
• Minimum 5 years’ experience in the financial services industry
• Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
• Proficiency with MS Office programs (Word, Excel & PowerPoint)
• Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines
• Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
• Strong presentation skills
• Demonstrated ability to build strong relationships with Clients and Advisors
• RPA Designation (CEBS Program)
• Ability to work closely with the sales team including finalist sales presentations
• Comfort working independently and as part of a larger team
• Valid driver’s license and vehicle are necessary due to the travel requirements

The base salary for this position is between $51,400 - $95,200 annually. 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.

All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed.

You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force.

Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings.

We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.

All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies.

To request a reasonable accommodation in the application process, contact [email protected].

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.