Client Relationship Executive (bilingual)

The Canada Life Assurance Company • Montreal, QC

5d • CA$71,900 - CA$119,800 • Hybrid

About The Position

As a Client Relationship Executive, you will be responsible for the strategic management and growth of a portfolio of Workplace Retirement clients. You will act as a trusted partner to plan sponsors and intermediaries, leveraging your industry expertise and insights to shape plan outcomes, drive engagement, and deliver long-term value.

Requirements

• 6–9 years of experience in the Group Retirement or related financial services industry
• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• Creative and strategic thinker with the ability to develop innovative solutions aligned to client objectives
• Strong understanding of group retirement products, plan design, and client servicing models
• Demonstrated ability to manage complex client relationships and influence decision-making
• Strong business acumen, with the ability to translate client needs into practical solutions
• Analytical mindset with experience using data to identify insights and inform recommendations
• Excellent communication and presentation skills, with the ability to engage senior stakeholders
• Proven ability to manage priorities, lead initiatives, and work effectively across teams
• Highly driven, adaptable, and accountable, with a strong sense of ownership
• Strong relationship-building skills with clients, consultants, and internal partners
• Group annuity Licence with the AMF
• Post-secondary education in a related field
• Willingness to travel as required

Nice To Haves

• industry designations (e.g., CEBS, RPA, CSC) are an asset

Responsibilities

• Own the relationship strategy for a portfolio of Workplace Retirement clients, aligning service delivery with client objectives
• Build and maintain strong relationships with key stakeholders, influencing decisions through effective communication and insight
• Provide guidance on plan design, governance, investments, and regulatory considerations
• Leverage data and client insights to identify opportunities, manage risk, and recommend solutions
• Lead complex client initiatives (e.g., plan changes, implementations), coordinating cross-functional partners to deliver results
• Contribute to finalist presentations to support retention and new business opportunities by effectively articulating our value proposition and service model
• Act as the voice of the client internally, ensuring a high-quality and consistent client experience
• Manage issues and escalations with accountability and sound judgment
• Contribute to client retention and growth through service excellence, strategic advice, and support for sales activities

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree