Group Retirement Client Relationship Manager

This is a fully remote position, open to applicants in Canada.

📋 Description

• Act as the primary liaison for clients, fostering, managing, and strengthening client relationships.

• Engage in client retirement committee, annual meetings, and employee gatherings.

• Provide training to both new and existing clients on available services, tools, and products.

• Manage client expectations through effective and clear communication.

• Assess client requirements and devise solutions that meet those needs while adhering to company capabilities and service standards.

• Create communication strategies with the education team to pinpoint needs, enhancements, and opportunities to boost pension program participation and member engagement.

• Proactively share updates related to products, services, legislation, and other factors impacting clients' pension programs.

• Collaborate with the Sales team to cultivate new business and take part in finalist presentations for potential clients.

• Develop, execute, and uphold the service model and strategies.

• Work together with other Client Relationship Managers in internal meetings and workshops to exchange experiences, insights, and best practices.

⛳️ Requirements

• Highly organized self-starter capable of thriving in a team-oriented environment.

• Ability to cultivate positive relationships and address complex client issues.

• Strong analytical, research, and problem-solving abilities.

• Excellent skills in communication, presentation, persuasion, and planning.

• Proficient in both written and verbal communication.

• Skilled in Microsoft Office and quick to adapt to new systems and technologies.

• 5 years of experience in financial services, financial planning, and customer service.

• In-depth knowledge of pensions and relevant technical expertise.

• Completion of the Canadian securities course, or possession of a mutual fund license, CFP, or life insurance license.

• Bilingual in French, both spoken and written, is considered an asset.

• A valid driver's license and reliable access to a vehicle are mandatory.

🏝️ Benefits

• A work environment that combines learning and development with a shared commitment to excellence.

• Access to AI tools, empowering you to enhance your personal effectiveness while contributing to the organization’s growth.

• A healthy, safe, equitable, and inclusive atmosphere that allows potential to be fully expressed and nurtured.

• The option to work remotely or from Waco, Texas, depending on the position’s location parameters.