Base + Comm 

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Within the National Accounts team, the Account Executive will be responsible for driving business development, growth, and retention with both consultant houses and our largest  Worplace Retirement and Saving (WRS) clients.

The Account Executive will leverage their initiative, presentation, communication, and relationship building skills to foster strong partnerships with internal (WRS Leadership, Functional Groups, Sales Support and Field Staff) and external (Consultants, Plan Sponsors) stakeholders to drive new consultant business and new client opportunities.

What you will do:

• Build and foster strong relationships with national consulting houses and plan sponsors
• Develop and implement business plans to achieve annual sales targets through new and existing client & consultant relationships
• Manage the sales process, from RFP to finalist presentation
• Lead consultants, plan sponsors, field implementation management and client relationship staff through our new business implementation process by advising on best practises
• Partner with WRS management, Client Relationship Managers and fellow Account Executives in the consultant market to ensure Canada Life’s success
• Promote additional products and services with consultants, sponsors, and Client Relationship Managers to enhance retention and plan member experience

What you will bring:

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
• 5+ years of Group Retirement Savings in a business development or client relationship management role, with exceptional relationship building skills
• Excellent communication skills, both verbal and written, with an emphasis on negotiation skills and public speaking
• Excellent presentation skills with an ability to present investment and retirement planning topics to consultants, pension committees and plan sponsors
• Demonstrated skills as a collaborator, negotiator and partner with business areas internal and external so that client and consultant objectives are met
• Ability to work in a fast-paced environment, managing several priorities, and meeting tight deadlines
• A strong sense of urgency in meeting/exceeding commitments to internal and external stakeholders
• Effective time management and strong problem-solving skills
• Quick thinking and creative
• Background in financial services industry
• Sound working knowledge of MS Office products
• Requires vehicle and flexibility for travel
• Post-secondary education along with the Retirement Plan Associate designation (CEBS) and RPA Primer
• LLQP license will be required within the first 12 months of employment

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Quebec City.

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The base salary for this position is between  $71,900 - $119,800 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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