AVP, Client Relations responsible for managing National/Corporate Accounts within Canada Retirement segment. Focused on client relationship management, strategic growth, and operational leadership.
Responsibilities
Serve as the leader of the Client Relationship Managers/Client Relationship Executive teams focusing on National/Corporate Accounts and large/jumbo plan sponsors, consultants, and key intermediaries
Build and maintain strong, trusted partnerships with senior client stakeholders to understand their business objectives, challenges, and evolving needs
Act as a strategic advisor, providing insights and solutions that align with client goals and organizational capabilities
Collaborate with internal teams (Operations, Product, Distribution, Risk) to ensure seamless service delivery and resolution of complex issues
Represent Canada Retirement in client governance meetings, quarterly business reviews, and strategic planning sessions
Develop and execute account strategies to drive client satisfaction, retention, and growth opportunities
Identify and pursue opportunities for cross-selling and upselling products and services within the retirement solutions portfolio
Ensure service standards and contractual obligations are met for all assigned accounts
Monitor key performance indicators (KPIs and OKRs) and client satisfaction metrics; proactively address service gaps and escalate issues as needed
Maintain strong awareness of operational and regulatory risks impacting client accounts
Ensure compliance with internal policies and external regulations; participate in audits and governance reviews as required
Mentor and develop Client Relationship Managers / Executives to provide support across the Client Relations teams and Canada Retirement
Requirements
10+ years of experience in client relationship management within retirement, wealth management, or financial services
Proven track record of managing large, complex client relationships and delivering exceptional service
Strong understanding of Canada Retirement products, plan design, and industry trends
Excellent interpersonal, negotiation, and influencing skills with the ability to engage senior stakeholders
Demonstrated ability to manage multiple priorities in a fast-paced, matrixed environment
Strong analytical and problem-solving skills; ability to anticipate issues and develop proactive solutions
Proficiency in Microsoft Office Suite (Teams, Outlook, Excel, PowerPoint) and familiarity with CRM tools
Bachelor’s degree in Business, Finance, or related field; advanced designation (e.g., CFA, CEBS) considered an asset
Benefits
Health insurance
Dental
Mental health support
Vision coverage
Short- and long-term disability
Life and AD&D insurance
Adoption/surrogacy and wellness benefits
Employee/family assistance plans
Retirement savings plans including pension and global share ownership plan with employer matching contributions
Financial education and counseling resources
Generous paid time off including holidays, vacation, personal, and sick days
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