Overview
Client Relationship Executive Jobs in Toronto, Canada at Company 1 – The Manufacturers Life Insurance Company
This is an opportunity to join the Canada Retirement team 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
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.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during…
Title: Client Relationship Executive
Company: Company 1 – The Manufacturers Life Insurance Company
Location: Toronto, Canada
Category:
