Client Relationship Manager

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 Montreal and requires occasional travel.

Position Responsibilities:

• 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 Qualifications:

• Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

• 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 would be an asset

• RPA Designation or willing to obtain within 3 years.

When you join our team:

• We’ll empower you to learn and grow the career you want. 

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. 

• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.