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Client Relationship Specialist - Implementation
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MB
…play a critical role in delivering a best-in-class onboarding experience and serving as the face of Equitable during the implementation…
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Relevant experience in the financial industry with a solid understanding of investment products
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Inside Sales Associate
Equitable CA
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Relevant experience in the financial industry with a solid understanding of investment products
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Inside Sales Associate
Equitable CA
SK
Relevant experience in the financial industry with a solid understanding of investment products

Equitable CA

Client Relationship Specialist - Implementation

MB, Canada

Apply on jobs.dayforcehcm.com About employer

Applications open in a new tab.

Job details

Experience: 3–5+ years of Group Benefits experience, including strong experience in implementation and onboarding
Posting language: English
Posted: Sep 25, 2026

Original job description

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

We are seeking a Client Relationship Specialist – Implementation to join our Group Benefits team. As a key member of our Head Office Group Benefits team, you will play a critical role in delivering a best-in-class onboarding experience and serving as the face of Equitable during the implementation phase.

In this role, you will be responsible for translating client Group Benefits requirements into Equitable’s internal systems and processes, ensuring accurate and timely plan installation from initial sale through implementation and into early stabilization. You will combine technical expertise, strong relationship management, and process discipline to deliver a seamless onboarding experience that builds client confidence and trust.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

What you’ll do:

Serve as the primary point of contact for Advisors and new clients throughout the onboarding and implementation process
Ingest client Group Benefits requirements and translate them into Equitable’s internal systems and processes for accurate plan installation
Guide clients through plan setup, ensuring all documentation, enrollment data, and requirements are complete, accurate, and delivered within established timelines
Manage the end-to-end implementation lifecycle, from initial sale through to successful plan installation and transition at go-live
Develop and manage implementation timelines, track milestones, and proactively identify and mitigate risks or delays
Coordinate with internal teams (Underwriting, Group Benefits Administration, Claims, IT, and other operational partners) to ensure all components are aligned for successful installation
Perform risk assessment and analysis related to plan design, setup requirements, and implementation exceptions
Make case-specific decisions on administrative and implementation exceptions within established guidelines
Support and manage complex or non-standard group implementations, adapting approaches to meet unique client requirements
Participate in finalist presentations with prospective clients, providing expertise on implementation timelines, onboarding requirements, and the end-to-end implementation process to support a successful transition to our Group Benefits plans. This role may require occasional travel to attend in person.
Collaborate with Advisors, Group Account Executives (GAEs), and internal stakeholders to resolve implementation issues and ensure a coordinated onboarding experience
Ensure all documentation meets high standards of accuracy, completeness, and compliance to support efficient installation
Contribute to the development, standardization, and improvement of implementation processes, documentation, and checklists
Meet established implementation performance metrics, including turnaround times, quality standards, and reporting requirements

What you’ll bring:

3–5+ years of Group Benefits experience, including strong experience in implementation and onboarding
Solid understanding of Group Benefits products, plan design, and installation processes
Demonstrated ability to analyze complex requirements, assess risk, and make sound decisions within defined guidelines
Strong understanding of how Underwriting, Claims, Administration, and other group functions contribute to implementation outcomes
Excellent organizational, time management, and problem-solving skills with the ability to manage multiple implementations in a fast-paced environment
High level of accuracy and attention to detail, particularly in documentation and data management
Exceptional communication skills (verbal and written), with the ability to clearly guide clients and advisors through implementation processes
Strong presentation and training skills, with the ability to deliver effective onboarding sessions
Ability to adapt to complex or non-standard implementations and shifting priorities
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) and ability to quickly learn new systems
Knowledge of provincial health plans and relevant federal/provincial legislation is an asset
Certified Employee Benefit Specialist (CEBS/GBA) designation is an asset
Bilingual (English/French) is an asset

What’s in it for you:

Career Growth: Regular learning sessions and development opportunities
Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching
Time Away: Competitive vacation plus one paid volunteer day each year
Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Manager, Client Experience
Department: Group
Term: Permanent Full-Time
Location: Manitoba

This position is open and we are excited to find the right person to join our team.

As part of the recruitment process, you will need to go through background screening, as per our company policy.

Apply on jobs.dayforcehcm.com About employer

More about this job

Responsibilities

The Client Relationship Specialist at Equitable will be the main contact for advisors and new clients during onboarding. They translate client group benefits requirements into internal systems, manage implementation timelines and risks, and coordinate with underwriting, claims and administration teams.

Requirements

Candidates need 3 to 5+ years of group benefits experience, especially in implementation and onboarding, plus a solid grasp of plan design and installation. Strong organizational, documentation and communication skills and Microsoft Office proficiency are required; provincial health plan knowledge, CEBS/GBA and bilingual English/French are assets.

Skills

Group Benefits
Plan design
Plan installation
Implementation management
Client onboarding
Risk assessment
Project timeline management
Stakeholder coordination
Documentation accuracy
Presentation skills
Training delivery
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Provincial health plans
Federal and provincial legislation
Problem solving
Time management
Bilingual communication

Benefits

Incentive pay
Annual salary reviews
Employer-paid benefits
Pension matching
Competitive vacation
Paid volunteer day
Career growth and learning sessions
Flexible dress code

Keywords

Group Benefits
implementation
onboarding
plan installation
plan design
client relationship
underwriting
claims
group benefits administration
risk assessment
project timelines
Microsoft Office
Excel
PowerPoint
Outlook
CEBS
GBA
provincial health plans
pension
insurance

Seniority

Mid level

Perks

Generous paid time off
Flexible hours
Retirement plan
Performance bonus

Licences and certifications

CEBS
GBA

Tools

Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook

Languages

English
French

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Work requirements

Jobs in Canada