Client Relationship Consultant
2 weeks ago
Base + Comm
We are looking for a **Client Relationship Consultant**
Reporting to the Regional Manager, this role focuses on developing strong relationships through proactive servicing of group retirement plan customers and in our region, participating in finalist presentations, and working with a team to implement new sales. Being able to work independently and as part of a team to build strong customer relationships is the key to success in this role. By focusing on the needs of our customers and building their trust you will grow our group retirement business through the retention of customer assets, increasing plan membership and contributions as well as transfer new assets from other financial institutions. This full-time opportunity is a great way to build on your group retirement and customer service expertise as part of a team dedicated to improving the physical, mental and financial well-being of Canadians.
**What you will do**
- Creating and executing an annual service plan to proactively service a defined block of customers
- Developing customized project plans for new case implementations
- Responding to general and technical questions regarding plan operation and legislation from plan administrators, advisors and consultants pertaining to all types of group retirement products including; RRSP, DPSP, RPP, IPP and RRIF.
- Developing and delivering presentations for use with group customers and plan members
- Working closely with the Communication & Education Manager to ensure appropriate educational sessions and communications are provided to customers
- Identifying customer needs and growth opportunities and providing appropriate products and solutions
- Introducing new product and service enhancements
**What you will bring**
- Highly adaptable, driven to be your best, and proven initiative.
- A career progression that demonstrates a strong understanding of group retirement customers, products and processes along with success in servicing a large customer base
- Post-secondary education in a related field demonstrating knowledge and understanding of business principles
- Minimum 5 years’ experience in the financial services industry
- Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
- Proficiency with MS Office programs (Word, Excel & PowerPoint)
- Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines
- Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
- Strong presentation skills
- Demonstrated ability to build strong relationships with Clients and Advisors
- RPA Designation (CEBS Program)
- Ability to work closely with the sales team including finalist sales presentations
- Comfort working independently and as part of a larger team
- Valid driver’s license and vehicle are necessary due to the travel requirements
The base salary for this position is between **$51,400****:
- $95,200 **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.
Be your best at Canada Life
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
Canada Life would like to thank all applicants, however only those who qu
-
Client Relationship Consultant
2 weeks ago
Halifax, Canada The Canada Life Assurance Company Full timeBase + Comm We are looking for a Client Relationship Consultant Reporting to the Regional Manager, this role focuses on developing strong relationships through proactive servicing of group retirement plan customers and in our region, participating in finalist presentations, and working with a team to implement new sales. Being able to work independently and...
-
Client Relationship Consultant
1 week ago
Halifax, Canada Canada Life Full timeWe are looking for a Client Relationship ConsultantReporting to the Regional Manager, this role focuses on developing strong relationships through proactive servicing of group retirement plan customers and in our region, participating in finalist presentations, and working with a team to implement new sales. Being able to work independently and as part of a...
-
Client Relationship Consultant
1 week ago
Halifax, Canada Canada Life Full timeWe are looking for a Client Relationship ConsultantReporting to the Regional Manager, this role focuses on developing strong relationships through proactive servicing of group retirement plan customers and in our region, participating in finalist presentations, and working with a team to implement new sales. Being able to work independently and as part of a...
-
Senior Client Relationship Manager
2 weeks ago
Halifax, Nova Scotia, Canada Genpact Full timeAbout GenpactGenpact is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients.We serve and transform leading enterprises, including the Fortune Global 500, with our deep...
-
Accounting, Administration
6 months ago
Halifax, Canada EFP Engineering Ltd. Full time**Company Overview/Background**: The formation of EFP Engineering Ltd. was driven by a collective demand from clients for a mechanical and electrical design team that is responsive and engages all stakeholders to generate a coordinated and cost-efficient design, that is both technically and practically sound. EFP Engineering Ltd. is committed to providing...
-
Senior Client Relationship Manager
1 month ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryMUFG Investor Services is seeking a highly skilled and experienced Client Account Director to join our team. As a Client Account Director, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesDevelop and maintain...
-
Senior Client Relationship Manager
4 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryMUFG Investor Services is seeking a highly skilled and experienced professional to join our team as a Senior Client Relationship Manager. In this role, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesDevelop and...
-
Client Relationship Manager, Commercial Banking
5 months ago
Halifax, Canada Scotiabank Full timeRequisition ID: 196818 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all...
-
Financial Planner
1 week ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAbout ScotiabankWe are a purpose-driven team committed to delivering exceptional results in an inclusive and high-performing culture.As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Our clients are our greatest asset, and your...
-
Healthcare Consultant
4 weeks ago
Halifax, Nova Scotia, Canada LifeWorks Full timePension and Actuarial Services ExpertAt LifeWorks, we're committed to helping our clients achieve their retirement goals. As a Pension and Actuarial Services Expert, you'll play a crucial role in providing strategic guidance and expert analysis to help our clients design and manage retirement plans that meet their unique needs.Key Responsibilities:Client...
-
IT Consultant
1 month ago
Halifax, Nova Scotia, Canada IMP Group Full timeA workplace that values diversity and strength.IMP Group, a leading provider of IT and business consulting services, is seeking a talented individual to join our team. As a division of IMP Group Limited, we offer a unique opportunity to work with a diverse range of clients and projects.About the OpportunityAs a business solutions expert, you will work...
-
Consultant, Actuarial
5 months ago
Halifax, Canada LifeWorks Full timeTELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...
-
Partner, Actuarial Consulting
5 months ago
Halifax, Canada LifeWorks Full timeTELUS Santé et LifeWorks se sont récemment associés pour tirer parti de la puissance de la technologie et de nos cultures bienveillantes afin de faire progresser notre objectif commun de bâtir un meilleur avenir plus sain pour tous. En tant que chef de file mondial des services de santé et de bien-être - englobant la santé physique, mentale et...
-
Principal Consultant
5 months ago
Halifax, Canada Davis Pier Consulting Full timeDavis Pier is seeking a full-time Principal to join our consulting firm in Halifax, NS. We know a consulting firm is only as good as its professionals and we pride ourselves on hiring the highest quality people who share our values: integrity, collaboration, diversity, flexibility, impact, and fun. As a Principal with Davis Pier, you will be responsible...
-
Estate and Trust Consultant
1 month ago
Halifax, Nova Scotia, Canada Scotiabank Full timeKey ResponsibilitiesAs a Scotiabank Estate and Trust Consultant, you will be responsible for delivering high-quality estate planning services and solutions to High Net Worth (HNW) Scotia Wealth Management clients. This will involve partnering with Scotiabank and Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive...
-
Client Care Coordinator
6 months ago
Halifax, Canada Home Instead Full timeDo you enjoy getting to know people and building meaningful relationships? Do you have a heart for helping those in need? If so, this Client Care Coordinator role could be the right fit for you. As a motivated, results-oriented professional you will meet daily with new and existing senior clients to conduct in-home care consultations, perform quality...
-
Strategic Client Partner
3 weeks ago
Halifax, Nova Scotia, Canada Genpact Full timeGrowth-focused professionals who drive business outcomes for leading enterprises are sought after at Genpact. This role is part of that group.About the RoleThis position is responsible for overseeing the growth of a portfolio of clients. As an account CEO, you will be the primary point of contact for the client and will be responsible for driving revenue...
-
Relationship Manager
5 months ago
Halifax, Canada TD Bank Full time**Relationship Manager**: - 421627BR **Job Category - Primary** - Commercial Banking **Work Location** - 1791 Barrington Street **Employment Type** - Regular **City** - Halifax **Time Type** - Full Time **Province/State** - Nova Scotia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Commercial Banking...
-
Strategic Client Growth Manager
2 weeks ago
Halifax, Nova Scotia, Canada Cognizant Full timeSenior Client Solutions Manager Role OverviewCognizant is a leading global community that fosters an energetic, collaborative and inclusive work environment where everyone can thrive. With projects at the forefront of innovation, you can build a multifaceted, rewarding career and draw inspiration from dedicated colleagues and leaders.Job SummaryWe are...
-
Consultant
5 months ago
Halifax, Canada 019981 Hub International Ontario Limited Full timeConsultant National Accounts Team At HUB International, we don't follow industry trends: we set them! As a global leader in the insurance industry, we're dedicated to redefining what's possible in the world of risk management. We're seeking passionate individuals who are ready to embark on a career journey characterized by innovation and growth, who...