Retirement Plan Client Services Manager

Support retirement plan sponsors and members through PACE with compliance expertise, clear education, and responsive client service. Work hybrid, including two weekly office days.This Client Relationship Manager oversees client relationships, plan governance, implementations, and ongoing service delivery. The position also contributes to Retirement and Financial Wellness programming through presentations, webinars, education sessions, and one-on-one member support. Strong knowledge of Canadian workplace savings programs is central to the work.Key Responsibilities:
Build trusted relationships with sponsors and key client contactsPrepare legislative, regulatory, and governance communicationsReview contracts, forms, documentation, and communications for accuracyAnswer member questions about enrolment, contributions, investments, and plan featuresCollaborate with consultants, providers, and internal service teamsRequirements:
Experience managing a full client relationship portfolioCapital accumulation plan experience strongly preferredPost-secondary finance, business, human resources, or related educationStrong organizational and project management skillsValid driver’s licence and access to a carUse retirement plan knowledge, regulatory judgment, and engaging communication to strengthen service for PACE clients and members.
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