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Added 3 hours ago
T
Personal Banking Associate (Future opportunities) - Montreal East (full-time)
TD
L'Assomption, QC · Lachenaie, QC · Mascouche, QC · Montreal, QC · Repentigny, QC · Terrebonne, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 3 hours ago
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Added 4 hours ago
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Customer Experience Associate - Dieppe
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Added 10 hours ago
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Customer Experience Associate - Dieppe
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Personal Banking Associate Trainee (Full time) - Saint-Jérôme
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PACE Consulting Benefits & Pensions Ltd.

Client Relationship Manager - Group Retirement

Toronto, ON, M1B 5N1, Canada

Full-time

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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

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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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