Permanent Full Time
As a Regional Director, Client Relationships,Western Canada you will provide strategic leadership and direction for a team of Regional Managers responsible for delivering an exceptional client experience across Workplace Retirement clients. You will be accountable for driving client retention, growth, and satisfaction within your region while ensuring alignment with national business objectives and client relationship strategies.
Acting as a senior leader and trusted partner, you will collaborate closely with Workplace Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and championing initiatives that enhance the client, advisor, and member experience.
Success in this role requires strong leadership capabilities, business acumen, strategic thinking, and the ability to influence outcomes across a complex stakeholder environment.
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Winnipeg, Calgary or Vancouver
What you will do- Lead, coach, and develop a team of Regional Managers, fostering a culture of accountability, collaboration, continuous improvement, and service excellence.
- Develop and execute regional strategies that drive client retention, growth, client satisfaction, and overall portfolio performance.
- Ensure consistent execution of national client relationship strategies, priorities, and business objectives across the region.
- Partner closely with workplace retirement & savings leaders to align on opportunities, address challenges, and achieve business results.
- Build and maintain strong relationships with key clients, advisors, consultants, and industry stakeholders, acting as an executive sponsor for strategic relationships and complex client situations.
- Provide leadership and oversight for client retention initiatives, business planning, and growth opportunities, including expansion of existing client relationships.
- Act as the senior escalation point for complex client, advisor, and operational issues, ensuring timely resolution and positive outcomes.
- Champion client-centric decision-making by bringing the voice of clients, advisors, and members into business planning and strategic discussions.
- Drive organizational change and continuous improvement initiatives that enhance client experience, operational effectiveness, and team performance.
- Represent Canada Life within the marketplace through client meetings, industry events, finalist presentations, and relationship-building activities.
- Contribute to the development and execution of national Workplace Retirement & Savings priorities, initiatives, and best practices.
- Oversee workforce planning, resource allocation, and succession planning to ensure the long-term effectiveness of the region.
What you will bring- 10+ years of experience in the financial services industry, including significant experience within Workplace Retirement or a related business.
- Demonstrated success leading leaders and developing high-performing teams.
- Strong understanding of client relationship management, retention strategies, and business growth initiatives.
- Proven ability to develop and execute strategic plans that achieve client, employee, and business objectives.
- Exceptional relationship-building and stakeholder management skills, including experience working with senior client and executive stakeholders.
- Strong business acumen, analytical skills, and decision-making capabilities.
- Experience leading organizational change and driving continuous improvement initiatives.
- Excellent communication, presentation, influencing, and negotiation skills.
- Ability to collaborate effectively across functions and build strong partnerships with internal and external stakeholders.
- Post-secondary education in a related field or equivalent industry experience.
- CEBS, RPA, or other industry designations are considered an asset.
- Ability to travel as required.
The base salary for this position is between
$111,400- $161,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
What we offer:
We're committed to supporting our employees through every stage of their career. Here's what you can expect as a full-time or part-time permanent team member:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Learn more about Canada Life.
#LI-Hybrid
Requisition ID: 7326
Category: Sales and Business Development
Location:
