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Added 3 mins ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The Accessibility Advisor provides advice and consultation on the University’s legal and regulatory
Added 18 mins ago
D
Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 18 mins ago
D
Personal Finance Advisor
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Added 18 mins ago
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Personal Finance Advisor
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Personal Finance Advisor
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Halifax, NS · NS · Dartmouth, NS
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…dedicated team at East Coast Credit Union, where commitment to community, member satisfaction, and financial excellence are the foundation of everything we…
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UO
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- Full-time
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Senior Wealth Associate
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…to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 5 hours ago
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Canada Life

Director, Client Relationships Western Canada

Vancouver, BC, Canada

The base salary for this position is between $111,400- $161,400 annually. · Full-time

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Job details

Pay: The base salary for this position is between $111,400- $161,400 annually.
Job type: Full-time
Apply by: Nov 29, 2026
Experience: 10+ years of experience in the financial services industry, including significant experience within Workplace Retirement or a related business.
Posting language: English
Posted: Oct 30, 2026

Original job description

Permanent Full Time

As a Regional Director, Client Relationships,Western Canada you will provide strategic leadership and direction for a team of Regional Managers responsible for delivering an exceptional client experience across Workplace Retirement clients. You will be accountable for driving client retention, growth, and satisfaction within your region while ensuring alignment with national business objectives and client relationship strategies.

Acting as a senior leader and trusted partner, you will collaborate closely with Workplace Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and championing initiatives that enhance the client, advisor, and member experience.

Success in this role requires strong leadership capabilities, business acumen, strategic thinking, and the ability to influence outcomes across a complex stakeholder environment.

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Winnipeg, Calgary or Vancouver

What You Will Do

Lead, coach, and develop a team of Regional Managers, fostering a culture of accountability, collaboration, continuous improvement, and service excellence.
Develop and execute regional strategies that drive client retention, growth, client satisfaction, and overall portfolio performance.
Ensure consistent execution of national client relationship strategies, priorities, and business objectives across the region.
Partner closely with workplace retirement & savings leaders to align on opportunities, address challenges, and achieve business results.
Build and maintain strong relationships with key clients, advisors, consultants, and industry stakeholders, acting as an executive sponsor for strategic relationships and complex client situations.
Provide leadership and oversight for client retention initiatives, business planning, and growth opportunities, including expansion of existing client relationships.
Act as the senior escalation point for complex client, advisor, and operational issues, ensuring timely resolution and positive outcomes.
Champion client-centric decision-making by bringing the voice of clients, advisors, and members into business planning and strategic discussions.
Drive organizational change and continuous improvement initiatives that enhance client experience, operational effectiveness, and team performance.
Represent Canada Life within the marketplace through client meetings, industry events, finalist presentations, and relationship-building activities.
Contribute to the development and execution of national Workplace Retirement & Savings priorities, initiatives, and best practices.
Oversee workforce planning, resource allocation, and succession planning to ensure the long-term effectiveness of the region.

What You Will Bring

10+ years of experience in the financial services industry, including significant experience within Workplace Retirement or a related business.
Demonstrated success leading leaders and developing high-performing teams.
Strong understanding of client relationship management, retention strategies, and business growth initiatives.
Proven ability to develop and execute strategic plans that achieve client, employee, and business objectives.
Exceptional relationship-building and stakeholder management skills, including experience working with senior client and executive stakeholders.
Strong business acumen, analytical skills, and decision-making capabilities.
Experience leading organizational change and driving continuous improvement initiatives.
Excellent communication, presentation, influencing, and negotiation skills.
Ability to collaborate effectively across functions and build strong partnerships with internal and external stakeholders.
Post-secondary education in a related field or equivalent industry experience.
CEBS, RPA, or other industry designations are considered an asset.
Ability to travel as required.

The base salary for this position is between $111,400- $161,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. 
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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More about this job

Responsibilities

Lead and develop Regional Managers while executing regional strategies to improve client retention, growth, satisfaction, and portfolio performance in alignment with national objectives. Build executive-level relationships, resolve complex escalations, champion client-focused improvements, and contribute to national priorities and regional workforce planning.

Requirements

Requires 10 or more years of financial services experience, including significant experience in Workplace Retirement or a related business, with demonstrated success leading leaders and developing high-performing teams. Candidates should bring strategic planning, relationship management, business, communication, and change leadership capabilities, plus post-secondary education or equivalent industry experience; CEBS or RPA designations are assets.

Skills

Leadership
Team Development
Client Retention
Business Growth
Strategic Planning
Stakeholder Management
Business Acumen
Analytical Skills
Decision-Making
Organizational Change
Continuous Improvement
Communication
Presentation
Influencing
Negotiation

Benefits

Education Reimbursement
Health Benefits
Dental Benefits
Mental Health Benefit
Vacation
Personal Days
Volunteer Day
Company-Matching Pension Plan
Share Ownership Program
Investment Options
Employee Recognition Programs
Employee Discounts
Employee Resource Groups
Mentorship Programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Workplace Retirement
Retirement Savings
Client Relationships
Client Retention
Client Satisfaction
Portfolio Performance
Regional Strategy
National Business Objectives
Business Planning
Business Growth
Executive Sponsorship
Advisor Relationships
Stakeholder Management
Client Experience
Member Experience
Service Excellence
Organizational Change
Continuous Improvement
Workforce Planning
Resource Allocation
Succession Planning
CEBS
RPA

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