This is an opportunity to join the Canada Retirement team at Manulife. The CRE is a key field office relationship management role supporting the overall client experience and retention of our largest corporate clients. The CRE is accountable to support the sales team by participating in presentations promoting our capabilities and services to both new and existing clients.
Reporting to the Assistant Vice President, Client Management, this position 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. We administer a variety of tax-types, such as Registered Pension Plans (RPP's), Registered Retirement Savings Plans (RRSP's), Deferred Profit-Sharing Plans (DPSP's), Tax-Free Savings Accounts (TFSA's), a variety of Non-Registered Plans and Employee Share Ownership Plans.
Position Responsibilities:- 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 group retirement products and services.
- Participation in the implementation process by working closely with Plan Sponsors, Consultants/Advisors and internal teams
- Participate in projects as the need arises.
- 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 cultivate client relationships
- Provide support and information to the Financial Education team and/or National Education Consultant team for ongoing education needs
- Occasional travel when required
Required Qualifications:- Experience in the Canadian retirement/pension industry
- Undergraduate degree preferred (business, economics or finance preferred)
- Knowledge of group retirement products and tax-types
- Understanding of pension and investment regulations and legislation
- Strong mathematical proficiency is preferred
- CEBS - RPA Designation required within 3-years
- Bilingual French/English would be an asset
When you join our team:- 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.
Referenced Salary LocationWaterloo, Ontario
Working ArrangementHybrid
Salary range is expected to be between$118,300.00 CAD - $168,300.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [redacted] for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [redacted] for more information about U.S.-specific paid time off provisions.
