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.

Job Description:

Role Summary

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 overall client profitability

• Build sponsor understanding of Sun Life web tools and services to ensure clients are realizing potential benefits

• Manage escalated requests effectively and efficiently

• Leverage data to identify trends and member behaviours for clients; identify and execute on opportunities based said trends and on known client objectives

• Establish and maintain thorough client analyses

• 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 relevant, 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, administration and marketing support

What do you need to succeed?

• Knowledge of pension industry including pension products and legislation

• 2-3 years experience working in Group Retirement services industry

• Excellent presentation skills with the ability to motivate others through group presentations or individual interactions

• Strong negotiating and influencing skills

• Strong data analysis 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  autonomously, 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

• Strong 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, Salesforce

What will be good to have?

• Professional designation associated with group retirement services or investment industry an asset (e.g., CEBS, RPS, IFIC or CSC)

• University degree or equivalent experience

Notes/Unique requirements:

• Some travel may be expected; must have access to a car and have full driver's licence.

What’s in it for you?

• Pension, stock and savings programs to help build and enhance your future financial security

• Flexible Benefits from the day you join to meet the needs of you and your family

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

• A friendly, collaborative and inclusive culture

• We are proud to be on the 2025 Best Workplaces in Canada list by Great Place to Work.

• Great Place to Work Certified for Most Trusted Executive Team in Canada - 2025, 2024 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

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.

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