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About the Role

The Client Relationship Manager will deliver exceptional service to Group Retirement Services (GRS) clients and their plan members. The role involves client relationship management, plan governance, compliance, implementations, and service delivery (70%), as well as supporting retirement and financial wellness initiatives through presentations, webinars, and member support (30%). The ideal candidate combines GRS knowledge and client service skills with the ability to make retirement concepts clear and engaging.

Responsibilities

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.
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.
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.
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.
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.

Requirements

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.

Skills

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.

Location

Hybrid

Work Type

Hybrid

Experience Level

5+ years

Education Level

Post secondary education in finance, business, human resources, or a related field, or equivalent experience.
Retirement Plans Associate (RPA) designation
Canadian Securities Course (CSC)

Benefits

Paid time off between Christmas and New Year’s
Employer‑paid benefits
RRSP matching
Mental health programs
Quarterly fun social events
Ongoing professional development and growth support

About the Company

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.

Equal Opportunity

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.