Advisor – Client Relations, Group Savings and Retirement

People Corporation

. Act as the primary client contact and oversee the overall relationship, service quality, and support provided to plan sponsors in managing their group retirement plans .

Posted 10/14/2026full-timeRemote • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and providing tailored advisory services in the retirement and pensions industry. Proficient in developing governance frameworks, delivering educational materials, and ensuring compliance with legal requirements.

Highest-signal resume keywords

Client Relationship ManagementRetirement Plan AdvisoryGroup Annuity LicenseFinancial AcumenProfessional Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan DesignGovernance Framework DevelopmentFinancial Wellness SolutionsClient Program ImplementationBusiness Solutions Identification

Soft Skills

Interpersonal SkillsTime ManagementTeam CollaborationAdaptabilityProblem Solving

Certifications & Qualifications

Bachelor's Degree in BusinessRPA DesignationCAAS DesignationGroup Annuity License

Industry Keywords

Retirement IndustryPensions IndustryClient ExperienceService QualityPlan Sponsors

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Act as the primary client contact and oversee the overall relationship, service quality, and support provided to plan sponsors in managing their group retirement plans
Manage relationships with a portfolio of clients and provide proactive advisory services
Respond to general and technical questions regarding plan design and legal requirements
Advise clients on investments, governance, and taxation
Build strong relationships, deliver excellent client service, and provide tailored solutions
Participate in finalist meetings to support new business acquisition
Implement retirement client programs and provide ongoing follow-up
Develop and maintain the existing book of business and present solutions to clients
Support the transition of new business to the ongoing service model
Prepare meeting materials, draft minutes, and ensure action items are implemented
Develop and maintain a robust governance framework for retirement clients
Prioritize tasks when deliverables compete
Collaborate with team members to deliver exceptional service and solutions
Develop, coordinate, and distribute educational materials and presentations for plan members
Develop or approve communications for plan sponsors
Research, prepare, present, and follow up on financial wellness solutions
Lead and contribute to ad hoc projects aimed at improving the client experience
Provide expertise and support to the team and partner firms
Contribute to the training and development of team members
Develop and maintain professional and technical knowledge, as well as an understanding of industry trends

Requirements

What you’ll need

Bachelor’s degree in business or a related field
RPA and CAAS designations are considered assets
Group annuity license issued by the Autorité des marchés financiers (AMF)
At least 5–7 years of relevant experience in the retirement or pensions industry, ideally in a client-facing advisory role
Demonstrated ability to build strong professional relationships
Solutions-oriented, with the ability to proactively identify business solutions for complex needs and challenges
Strong business and financial acumen
Professionalism in internal and external communications
Excellent interpersonal, verbal, written, and presentation skills
Excellent time-management skills
Strong team player with the ability to work independently to find solutions
Willingness to travel as required
Access to a vehicle and a valid driver’s license
Fluency in English required
Willingness to adapt to change and take on new challenges
Passion for the client experience

Benefits

Comp & perks

Inclusive and accessible work environment
Accommodation measures or alternative formats available upon request
Opportunity to reach your full potential in a respectful, supportive, and empowering environment