Account Manager B2B - GRS Insurance

• Maintain and evolve a portfolio of business relationships in Western Canada, ensuring their retirement plans remain competitive and compliant
• Act as the primary advocate and 'voice of the client,' translating their feedback into internal service improvements
• Analyze client needs to design and implement tailored GRS solutions that align with their long-term organizational goals
• Participate in high-level presentations and 'short-list' meetings to showcase the firm’s unique value proposition
• Work closely with colleagues in Group Benefits and Insurance to identify joint opportunities for holistic client support
• Contribute to internal projects that leverage your deep knowledge of the retirement savings sector

• Significant experience in the Canadian Group Retirement Savings (GRS) market
• Deep technical knowledge of retirement products and the ability to navigate local hiring market nuances in Alberta and British Columbia
• A polished, professional presence with the ability to lead complex negotiations and presentations in English
• Proficiency in MS Office Suite (Word, Excel, PowerPoint) and modern CRM tools

Completion of (or progress toward) relevant industry designations

• Regional Growth: Be part of a strategic push to expand service excellence across Western Canada, giving you high visibility within the organization
• Meaningful Impact: Help businesses implement retirement frameworks that directly improve the well-being and retention of their employees
• A Culture of Care: Work in a modern, inclusive environment where being 'people-focused' isn't just a buzzword, it's the core of every interaction