Client Relationship Executive

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Client Relationship Executive (CRE) is responsible for the overall client experience, retention and profitability for group retirement services clients. The CRE will interact with plan sponsors and plan advisors/consultants to promote our products, tools and services. The incumbent is also responsible for plan changes (plan amendments, fund changes), fee negotiations, and facilitating education requests. As well, the CRE is accountable for revenue generation through promotion of new products and services. Working with the sales director, the CRE will be expected to participate in formal and informal presentations promoting our capabilities and services to both new and existing clients.

**What will you do?**
- Build strong client relationships through effective and proactive service along with efficient and accurate handling of reactive requests measured through client retention and client satisfaction results
- Manage profitability (fee negotiations, expense management, revenue generation)
- Build sponsor understanding of SLF web tools and services to ensure clients are realizing potential benefits
- Manage escalated requests effectively and efficiently
- Create and deliver business plans for key clients
- Contribute to sales growth through effective finalist presentations and promotion of new products/services
- Manage client needs and expectations related to ongoing projects
- Educate clients on administrative and legislative processes and requirements such as federal and provincial legislative changes and evolving technological enhancements
- Participate in pension committee and investment review meetings
- Work effectively with internal partners with respect to education, investment services, pricing, fees, administration and marketing support

**What will you do?**
- Knowledge of pension industry including pension products and legislation
- Excellent presentation skills with the ability to motivate others through group presentations or individual interactions
- Strong negotiating and influencing skills
- Demonstrated problem solving skills with the ability to quickly and effectively resolve escalations as they arise
- Highly motivated, self starter with the ability to manage work with limited direction
- Proven record of building strong internal and external relationships
- Excellent communication skills
- Strong organizational and time management skills and the ability to follow through
- Good overall knowledge of investment concepts
- Responsive with a focus on customer service
- Ability to make sound decisions balancing business and customer needs
- Knowledge of PowerPoint, Word, Excel

Assets:

- Professional designation associated with group retirement services or investment industry an asset (eg, CEBS, RPA, IFIC or CSC)

Notes/Unique Requirements:

- Some travel expected to the GTA and surrounding areas, must have access to a car and have full driver's license
- The role can be located in Toronto or Waterloo.

**What’s in it for you?**
- Working together, sharing common values, and encouraging growth & achievement
- Agile behaviours, faster decisions and learning as we go
- A caring, supportive, and inclusive culture
- A collaborative and interactive team environment
- In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers
- We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
80,000/80 000 - 128,000/128 000

**Job Category**:
Sales - SIP

**Posting End Date**:
12/10/2025