Client Relationship Manager

Posted 24 May 2023

Client Relationship Manager at Manulife

Wealth Management Full-time Montreal

Experience: Not specified
Education Required: Undergraduate degree preferred (business, economics or finance preferred)
Salary Range: Not Specified

Close date: 15 June 2023

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Position Description

This is an opportunity to join the Canada Retirement team at Manulife. The CRM is a key field office relationship management role supporting the overall client experience and retention of corporate clients at their place of business. The CRM is accountable to support the sales team by participating in formal and informal presentations promoting our capabilities and services to both new and existing clients. While accountable to support the sales team, this is not a sales position.

CRM 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. Our plans include Registered Retirement Savings, Defined Contribution, Registered Pension, Deferred Profit Sharing, and Employee Share Ownership programs.

This position is based in Quebec and requires occasional travel.


  • 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 Pension products and services.
  • Participation in the installation process by working closely with Plan Sponsors, Consultants/Advisors and Head Office Implementation Team
  • Participate in projects as required.
  • 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 nurture client relationships
  • Provide support and information to the Financial Education team and/or National Education Consultant team for ongoing education needs

Required Skill / Experience


  • Bilingual (English & French)
  • Experience in the Canadian pension industry
  • Undergraduate degree preferred (business, economics or finance preferred)
  • Knowledge of group retirement and non-registered savings plans
  • Understanding of pension and investment regulations and legislation
  • Strong mathematical aptitude is preferred
  • CEBS - RPA Designation would be an asset

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