Client Relationship Executive (5022)

Job Posting

Client Relationship Executive
Organization:  Sun Life Financial
Province:  British Columbia
Location:  Vancouver

At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

The Client Relationship Executive (CRE) is responsible for the overall client experience, retention and profitability for a block of Group Retirement Services clients. The CRE will interact with plan sponsors and plan advisors/consultants to promote our products, tools and services. The incumbent is also responsible for plan changes (plan amendments, fund changes), fee negotiations and supporting remarketing initiatives (when required). As well, the CRE is accountable for revenue generation through promotion of new products and services. Working with the Regional Director Business Development (RDBD), the CRE is required to participate in formal and informal presentations promoting our capabilities and services to both new and existing clients. 

Main Accountabilities: 

  • Responsible for a portfolio of Group Retirement Services clients.
  • Attain revenue, growth, profitability and retention targets as determined as part of the Sales Incentive Plan (SIP).
  • Drive profitability (fee negotiations, expense management, revenue generation)
  • Build sponsor understanding of SLF web tools and services to ensure clients are realizing potential benefits
  • Identify plans (clients) that are up for fee/service review, facing competitive threats, or have had issues in service quality and implement a retention strategy.Build strong sustainable client relationships through effective and efficient service supported through accurate handling of requests measured through client retention and client satisfaction results
  • Manage escalated requests effectively and efficiently
  • Contribute to sales growth through effective finalist presentations and promotion of new products/services
  • Manage client needs and expectations related to ongoing projects
  • Educate clients on administrative and legislative processes and requirements such as federal and provincial legislative changes and evolving technological enhancements
  • Participate in pension committee and investment review meetings
  • Work effectively with internal partners with respect to education, investment services, pricing, fees, administration and marketing support

Core Competencies:

  • Knowledge of pension industry including pension products and legislation
  • Excellent presentation skills with the ability to motivate others through group presentations or individual interactions
  • Strong negotiating and influencing skills
  • Demonstrated problem solving skills with the ability to quickly and effectively resolve escalations as they arise
  • Highly motivated, self starter with the ability to manage work with limited direction
  • Proven record of building strong internal and external relationships
  • Strong communication skills
  • Strong organizational and time management skills and the ability to follow through
  • Good overall knowledge of investment concepts
  • Responsive with a focus on customer service
  • Ability to make sound decisions balancing business and customer needs

Education & Work Experience:

  • University degree (or equivalent work experience) , preferably with emphasis in a relevant discipline – (finance, business administration)  
  • Minimum 5-7 years work experience
  • Knowledge of the financial services industry - specifically, group retirement services.


  • Knowledge of PowerPoint, Word, Excel
  • Professional designation associated with group retirement services or investment industry an asset (e.g., CEBS, RPS, IFIC or CSC)

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.