Client Relationship Manager

This is an opportunity to join the Canada Retirement team  CRM is a key field office relationship management role supporting the overall client experience and retention of corporate clients at their place of business. The CRM is accountable to support the sales team by participating in formal and informal presentations promoting our capabilities and services to both new and existing clients.

While accountable to support the sales team, this is not a sales position.

CRM will interact with plan sponsors and plan consultants/advisors explaining our products, tools and services. The incumbent is also responsible for plan changes working with other teams to facilitate amendments, fund changes, fee negotiations and education needs for the management of an existing block of business through post-sale service satisfaction, resulting in high client retention for Canada Retirement.

Manulife Canada Retirement division is a leading provider of group retirement savings plans for businesses across Canada. Our plans include Registered Retirement Savings, Defined Contribution, Registered Pension, Deferred Profit Sharing, and Employee Share Ownership programs.

• Understand the client’s business needs and build strong client relationships through effective and proactive service along with efficient and accurate handling of reactive requests
• Participation as a supporting member of the pre-sale process for Pension products and services.
• Participation in the installation process by working closely with Plan Sponsors, Consultants/Advisors and Head Office Implementation Team
• Participate in projects as required.
• Conduct Plan Administrator training
• Provide service according to the Canada Retirement published service model
• Provide on-going service improvement recommendations
• Support the Plan Sponsor with fulfilling Plan Governance guidelines
• Participate in pension committee and investment review meetings
• Proactively search and work to increase assets and nurture client relationships
• Provide support and information to the Financial Education team and/or National Education Consultant team for ongoing education needs

• Experience in the Canadian pension industry
• Undergraduate degree preferred (business, economics or finance preferred)
• Knowledge of group retirement and non-registered savings plans
• Understanding of pension and investment regulations and legislation
• Strong mathematical aptitude is preferred
• CEBS would be an asset
• RPA Designation or willing to obtain within 18 months
• This position requires a valid driver’s license and the ability to travel approximately 25% of the time to support business needs.

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 をご覧ください。

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理…