Client Relationship Executive

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:

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 drivers license

• The role can be located in Toronto or Waterloo.

Whats 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

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 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 .

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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