Client Relationship Manager

Sun Life

Client Relationship Manager responsible for client relationships in Corporate Account management. Ensuring satisfaction and introducing services, directing overall portfolio profitability.

Posted 7/22/2026full-timeMontreal • 🇨🇦 CanadaMid-LevelSenior💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Client Relationship Management, with a strong focus on pension and group savings clients. Possesses extensive knowledge of retirement savings legislation and regulatory trends, ensuring optimal client solutions and satisfaction.

Highest-signal resume keywords

Client Relationship ManagementPension and Group Savings ExpertiseRegulatory KnowledgeNegotiation SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Portfolio ManagementPlan Review ConsultationProduct Solution IntroductionProfitability AssessmentLegislation Compliance

Soft Skills

Problem SolvingSelf-StarterBusiness Acumen

Certifications & Qualifications

RPAIFICCSC

Industry Keywords

Retirement Savings ProgramsRecord-Keeping OrganizationsEmerging Regulatory TrendsClient SatisfactionSales Process Participation

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Establish and maintain client relationships for a portfolio of Corporate Account clients, Advisors and Consultants
Maintain responsive contact with the clients/advisor to ensure satisfaction and loyalty
Continuously assess the evolving needs of the client/advisor/consultant and introduce services or product solutions to meet those needs over time
Accountable for the overall profitability of the portfolio, assessing appropriate proactive initiatives
Participate in plan review meetings and consult on plan amendment and design changes
Actively participate with the sales leader in the sales process
Work closely with all internal teams to ensure the best client outcome

Requirements

What you’ll need

Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients
Superior organizational skills and the ability to follow through
Strong problem solving skills with the ability to quickly and effectively resolve client concerns
Highly motivated, independent self-starter with strong business acumen and negotiation skills
Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services
Extensive knowledge of the legislation governing retirement savings programs at both the federal and provincial levels as well as a solid understanding of emerging regulatory trends and the implications for clients
A professional designation associated with the group retirement services industry (e.g. RPA, IFIC, CSC, other) is an asset

Benefits

Comp & perks

Flexible Benefits from the day you join to meet the needs of you and your family
Opportunity to move along a variety of career paths with amazing networking potential
Inclusive and respectful environment prioritizing employee well-being