Join the Client Relations team in Canada Retirement at a key moment. This role plays a central part in client relationship management, with strong interaction with plan sponsors, advisors, and internal partners across the country.
Position Responsibilities
- Manage a portfolio of clients in group retirement savings under $2M.
- Ensure the quality and continuity of relationships with sponsors and advisors.
- Support plan implementation in collaboration with internal teams.
- Promote and support the adoption of digital tools and processes.
- Manage plan amendments and terminations, as needed.
- Contribute to initiatives and projects related to the Savings for the Future offering.
Required Qualifications
- Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.