job details
In this role, you will act as a strategic consultant, balancing sales support with high-level portfolio management This is a high-impact position for a motivated self-starter who excels at identifying development potential within a client block while maintaining world-class service standards.
Location & Work Model
Location:Vancouver, BC or Calgary
Hybrid
Compensation & Details
Permanent Full-Time
Salary $75,000 - $110,000 (depending on experience) plus Benefits
Schedule & Professional Growth
Hours: Standard business hours
Experience Level: Seeking candidates with 3 to 5 years of related experience looking to grow and develop in the role
Advantages
Join a high-performing, modern, and people-focused institution expanding its GRS market share.
Competitive salary range and comprehensive benefits package.
Manage a diversified portfolio with significant business development potential.
Collaborative hybrid culture based in major Western hubs (Vancouver or Calgary).
Empowerment to be the "voice of the client" and influence internal projects.
Responsibilities
1) Account Management & Retention
- Proactively manage a portfolio of clients and intermediaries to ensure high retention and satisfaction.
- Organize client visits in accordance with service standards to build strong, long-term relationships.
- Establish business relationships with pension committees, plan sponsors, and stakeholders.
2 ) Business Development & Sales Support
- Analyze client needs to propose, design, and implement solutions that promote the business unit's growth.
- Identify sales opportunities and provide tailored solutions to meet client goals.
- Support the sales team during short-list presentations to showcase financial wellness and reporting tools.
- Develop relationships with Group Benefits Insurance colleagues to pursue joint business opportunities.
3 ) Consulting & Analysis
- Advise clients on the best solutions and strategies to achieve desired outcomes.
- Collect and analyze data to prepare results-oriented reports and recommendations for annual general meetings.
- Research industry trends to ensure the development of best practices.
Qualifications
Experience: 3 to 5 years of experience; retirement and savings experience (group or institutional) is preferred.
Sales/Business D evelopment Skills: Demonstrated influencing and negotiation skills with a proven record of building internal and external relationships.
Account Management: Proven ability to manage work with limited direction and effectively resolve escalations.
Technical Knowledge: Good understanding of the legislative and regulatory environment.
Communication: Strong verbal/written communication and solid presentation skills.
Language: Professional proficiency in English.
Summary
To fast-track your application, please email
[email protected] with your UPDATED PROFESSIONAL RESUME
( Make sure that resume has all employment records, accurate location and contact details )
Subject Line: Client Relationship Manager - [Vancouver or Calgary]
Please provide a brief response to these mandatory questions:
Experience: Do you have 3-5 years of experience in account management, sales support, or business development? (Yes/No)
Sector Knowledge: Do you have experience in Group Retirement Savings or Institutional Wealth Management? (Yes/No)
Education: Do you hold a completed Bachelor's degree? (Yes/No)
Location: Are you currently located in (or willing to relocate to) Vancouver or Calgary for this hybrid role? (Yes/No)
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