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Added 13 mins ago
CL
Manager of Corporate Finance- Investor Relations
Charger Logistics Inc
Brampton, ON
- Full-time
Lead debt financing, capital raising, refinancing, and financial modeling initiatives to support business growth, acquisitions, and capital investments while optimizing the company's…
Added 29 mins ago
J
Senior Manager, Credit Risk
Jobber
Remote, Canada
- Full-time
- Remote
…Jobber Payments, or, in the near future, offering them access to capital through a growing lending…
Added 29 mins ago
SG
Cashflow Modeling Analyst – ABS, Toronto, CA or Denver, CO
S&P Global
Toronto, ON
- Full-time
An S&P Global employee at this level would typically have 2+ years of relevant experience in capital markets, quantitative finance, or credit analysis/research.
Added 1 hour ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Provide actionable insights and recommendations to improve growth, profitability, and working capital performance.
Added 1 hour ago
IF
Associate Director - Securities Finance
iA Financial Group
Halifax, NS
- Full-time
Are you driven by operational excellence in capital markets and looking to contribute to a growing securities finance platform? As part of the Securities Finance Trading team, you will play…
Added 1 hour ago
E
Tax Law - Tax Litigation, Associate - Montreal
EY
Montreal, QC
- Full-time
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Added 2 hours ago
D
Senior Analyst, Business Tax - Toronto
Deloitte
Toronto, ON
- Full-time
…empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and…
Added 2 hours ago
U
Intermediate Accountant
Univerus
Toronto, ON · North York, ON
- $50,000 to $65,000 CAD / year
- Full-time
As an Intermediate Accountant, you will be the hands-on finance partner for an assigned Business Unit, owning full-cycle accounting (AP, AR, billing and recurring invoicing, deferred…
Added 2 hours ago
D
Manager, Business Tax - Toronto
Deloitte
Toronto, ON
- Full-time
…empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and…
Added 2 hours ago
D
Senior Manager, Business Tax - Toronto
Deloitte
Toronto, ON
- Full-time
…empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and…
Added 2 hours ago
W
Manager of Financial Planning & Budgeting
WelcometoSSM
Sault Ste. Marie, ON
- Full-time
The Manager of Financial Planning & Budgeting is responsible for the coordination of the annual operating and capital budget process and acts as a financial resource to advise and assist…
Added 3 hours ago
D
Specialist, Resource Management
Deloitte
Toronto, ON
- Full-time
…empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and…
Added 3 hours ago
FT
Executive Director
Factory Theatre
Toronto, ON
- $90,000 CAD / year
- Full-time
…leadership, and organizational growth. Experience with facilities, capital projects, touring, or international performing arts would be considered strong assets. We are particularly…
Added 4 hours ago
RB
Associate Director, Wholesale & Commercial Credit Risk
Royal Bank of Canada
Toronto, ON
- Full-time
…adjudicating a portfolio of accounts including clients across the Capital Markets, Corporate Client Group and Commercial Real Estate business lines. The position offers a unique opportunity…
Added 4 hours ago
H
eTrading Engineering Lead
HSBC
Toronto, ON
- $111,300 to $166,900 CAD / year
- Full-time
Manage the regional infrastructure budget, forecasts, and investment cases, controlling capital and operating expenditure and supplier and hardware lifecycle decisions
Added 4 hours ago
A
Spécialiste de la paie bilingue / Bilingual Payroll Specialist
ADP
Montreal, QC
- Full-time
Added 4 hours ago
H
Sr Procurement Project Specialist
Honeywell
Markham, ON
- Full-time
Identify and deliver cost savings, productivity improvements, lifecycle value, and working capital optimization.
Added 5 hours ago
SG
Cashflow Modeling Analyst – ABS, Toronto, CA or Denver, CO
S&P Global
Toronto, ON
- Full-time
An S&P Global employee at this level would typically have 2+ years of relevant experience in capital markets, quantitative finance, or credit analysis/research.
Added 5 hours ago
MS
Managing Director
Manos Software Group
Montreal, QC
- Full-time
Manage capital allocation and ensure efficient financial management of your portfolio companies, including on a monthly, quarterly and annual basis.
Added 6 hours ago
Risk Analytics Manager
First West
Langley (District), BC · Langley, BC
ICAAP & Capital Risk Analytics: Supports the Internal Capital Adequacy Assessment Process (ICAAP) by developing and maintaining risk analytics, stress testing, scenario analysis, capital…
Added 6 hours ago
Senior Consultant - Risk Consulting - Actuarial
EY
Toronto, ON
Support engagements in valuation, financial reporting, pricing, reserving, capital, risk management, model development and validation, actuarial audit, and due diligence.
Added 6 hours ago
MG
Director, Legal & Loan Operations
MarshallZehr Group Inc.
Waterloo, ON
- $110,000 to $130,000 CAD / year
- Full-time
MarshallZehr Group Inc. ("MZ") is a specialized real estate capital partner providing debt capital solutions to commercial real estate owners and institutional investors. Since 2008,…
Added 6 hours ago
MG
Associate, Loan Funding & Administration
MarshallZehr Group Inc.
Waterloo, ON
- $70,000 to $90,000 CAD / year
- Full-time
MarshallZehr Group Inc. (“MZ”) is a specialized real estate capital partner providing debt capital solutions to commercial real estate owners and institutional investors. Since 2008,…
Added 6 hours ago
TR
Senior Financial Analyst, Financial Reporting
Torex Resources Inc.
Toronto, ON
- Full-time
…optimize Morelos production and costs; disciplined growth and capital allocation; grow reserves and resources; project delivery excellence; retain and attract best industry talent; and be…
Added 6 hours ago
GC
Graphic Designer (18 Month Contract)
Guardian Capital Group
Toronto, ON
- Contract
Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and…

PACE Consulting Benefits & Pensions Ltd.

Client Relationship Manager - Group Retirement

Toronto, ON, M1B 5N1, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 4, 2026

Original job description

Position Summary

The Client Relationship Manager is responsible for delivering exceptional service to a portfolio of Group Retirement Services (GRS) clients and their plan members. Approximately 70% of the role focuses on client relationship management, plan governance and compliance, implementations, and ongoing service delivery.

The remaining 30% supports PACE’s Retirement and Financial Wellness initiative, delivering presentations, webinars, education sessions, and one on one member support. The ideal candidate pairs strong GRS knowledge and client service skills with a genuine talent for making retirement concepts clear and engaging.

Key Responsibilities

Client Service & Relationship Management

Manage and service an assigned portfolio of GRS clients.
Build strong relationships with plan sponsors and key client contacts.
Coordinate plan reviews, investment updates, meetings, and ongoing service initiatives.
Respond to sponsor inquiries and provide proactive, solutions-focused support.
Identify opportunities to enhance the client experience, support retention and growth, in collaboration with the Vice President, GRS.
Prepare and deliver client presentations and communications.

Governance, Compliance & Plan Support

Monitor legislative and regulatory developments affecting retirement and savings programs.
Prepare sponsor communications regarding legislative, regulatory, and governance updates.
Develop and maintain plan governance documentation.
Complete required regulatory filings and compliance requirements, including Form 7s, AIRs, and other legislative obligations.
Support plan sponsors with governance, compliance, and plan-related questions.

Plan Implementations & Projects

Coordinate new plan implementations with internal and external stakeholders.
Support implementation projects from onboarding through launch.
Review contracts, plan documentation, forms, and communications for accuracy and completeness.
Provide input regarding plan structure and design.
Contribute to process improvement and other team initiatives.

Retirement Education & Member Support

Develop and deliver member education sessions, presentations, webinars, and communications covering retirement, savings, investments, and financial wellness.
Customize educational materials to meet the needs of different plan sponsor and member audiences.
Respond to member inquiries by phone, email, virtually, and in person.
Assist members with enrolment, contributions, investment options, forms, tools, and general plan features.
Help members better understand and navigate their workplace retirement and savings programs while remaining within applicable regulatory and advisory guidelines.

Team Collaboration

Collaborate with consultants, account managers, GRS and Benefits teams, providers, and other stakeholders to ensure seamless client and member service.
Support the training and development of junior and new team members.
Stay current on retirement legislation, industry trends, and financial wellness best practices.

What You Bring

5+ years in a client facing role, including at least 3 in group retirement, pension, or a related consulting environment.
Experience with capital accumulation plans (DC pension, group RRSP, TFSA, DPSP) strongly preferred; candidates with defined benefit experience will also be considered.
Post secondary education in finance, business, human resources, or a related field, or equivalent experience.
Strong knowledge of workplace retirement and savings programs in Canada, including applicable legislation and regulatory filings.
Proven experience managing a portfolio of client relationships.
Experience delivering education sessions or presentations to employee groups, in person and virtually.
Life Licence (LLQP), or willingness to obtain within 6 months of hire.
Must have a valid driver’s licence and access to a car.

Nice to Have

Retirement Plans Associate (RPA) designation
Canadian Securities Course (CSC)

Skills & Competencies

Builds trusted, long-term relationships with plan sponsors and key client contacts.
Anticipates client needs and proactively brings forward ideas to strengthen plans and the client experience.
Manages a full client portfolio, balancing deadlines, filings, plan reviews, and day to day inquiries.
Strong project management/organizational skills
Highly detail oriented on governance documentation, regulatory filings, and plan communications.
Explains complex retirement and investment concepts in plain, engaging language, adapting to audiences from executives to plan members.
Sound judgment in providing member education and guidance within regulatory and advisory boundaries.
Collaborative and solutions focused, working effectively across internal teams and providers.
Proficient in Microsoft Office, virtual presentation tools, and recordkeeper platforms.

Why This Role Stands Out

Hybrid work flexibility (2x/week in office)
Paid time off between Christmas and New Year’s
Employer‑paid benefits and RRSP matching
Mental health programs
Quarterly fun social events
Ongoing professional development and growth support
A collaborative consulting environment with exposure to a diverse client portfolio
Opportunity to make a meaningful impact on members’ financial confidence and retirement readiness.

This position is for an existing vacancy within our Group Retirement department.

Who We Are?

PACE is one of the largest independent benefits and insurance brokers in Canada, providing industry‑leading group benefits, group retirement, voluntary benefits, and individual insurance solutions. Since 1993, we’ve delivered trusted consulting and brokerage services to organizations across the country. With access to all major insurance carriers and a reputation built on integrity, innovation, and client‑focused service, we help employers design benefit programs that truly make a difference.

PACE Consulting Benefits & Pensions Ltd. welcomes and encourages applications from people with disabilities and is committed to creating a diverse workplace. We are an equal opportunity employer. Accommodations are available upon request for candidates participating in all aspects of the selection process.

For accommodation requests, please contact hr@paceconsulting.com

Apply About employer

More about this job

Responsibilities

The Client Relationship Manager manages a portfolio of group retirement clients, ensuring plan governance, compliance, and effective service delivery. Additionally, the role involves delivering financial wellness presentations and supporting plan members with retirement education and enrollment.

Requirements

Candidates must have 5+ years of experience in a client-facing role, with at least 3 years specifically in group retirement or pension consulting. A post-secondary degree in finance, business, or human resources is required, along with strong knowledge of Canadian retirement legislation.

Skills

Group retirement services
Plan governance
Regulatory compliance
Financial wellness
Presentation skills
Project management
Defined contribution pension
Group RRSP
TFSA
DPSP
Legislative reporting
Client implementation
Member education
Stakeholder management
Microsoft Office

Benefits

Employer-paid benefits
RRSP matching
Mental health programs
Paid time off between Christmas and New Year
Professional development support

Visa sponsorship

Not detected in the job text

Keywords

Group Retirement Services
Plan Governance
Compliance
Defined Contribution
RRSP
TFSA
DPSP
Financial Wellness
LLQP
RPA
CSC
Pension Legislation
Regulatory Filings
Form 7s
AIRs
Stakeholder Management
Project Management
Member Education
Consulting
Benefits Brokerage
Recordkeeper Platforms
Virtual Presentation
Plan Implementation
Investment Updates
Plan Sponsors
Retirement Readiness
Employee Benefits
Insurance
Client Retention

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