Account Manager, Group Retirement (Client Relationship Manager) (4868)

Job Posting

Account Manager, Group Retirement (Client Relationship Manager)
Organization:  Dehoney Financial Group
Province:  British Columbia
Location:  Vancouver

Dehoney Financial Group (DFG) is an established Vancouver-based full service consulting firm offering group benefits and retirement consulting, third-party administration (TPA) services, corporate and personal life insurance as well as individual retirement and financial planning in BC and nationally.  As a client centric team, we understand that change is constant and a well-designed solution adapts to meet a client’s needs.

Our solutions strike the right balance of quality advice, cost containment and flexibility, and are based on core values of trust, integrity and respect. For over 35 years, our firm has delivered employee group benefit and retirement solutions to some of Canada’s premier employers and their top executives, and individual customers. 

The Group Retirement team works alongside our clients’ human resources executive teams and their employees to ensure their retirement plans provide maximum value to all involved. Every day you would have an opportunity to influence the financial health and security of our clients and their people. 


You would receive: A competitive compensation and benefit plan; Group RRSP; Employee Assistance Program; personal development and tuition reimbursement; volunteer day to give back to your community; regular social events because we believe it makes our team stronger; convenient location (close to transit, restaurants, etc.); bike-commuter friendly (showers, bike lock up, etc.).  Most of all we are a thoughtful and respectful team that values collaboration so we can learn and grow together!

About You

You are a highly motived self-starter who loves working with people, and providing quality advice to Human Resource teams, and their employees. You’re willing take on a project, and manage it from beginning to end while ensuring clients’ service needs are taken care of whether it’s a small request, or a major project.

You understand the investment industry and the types of investments offered for group retirement plans. You are able to comfortably explain the investment process and products to individual plan members.  A solid understanding of the defined contribution group retirement industry is an asset.

Candidates at various levels especially those who have gained experience through an insurance company or financial institution are encouraged to apply.  Looking for career growth?  Mastering this role is fundamental in gaining the knowledge to take on more complex projects and plan design.  Long-term there may be the opportunity to advance to other roles in the group retirement team such as an Investment Advisor or Group Retirement Consultant should that be your career aspiration. 

About the Opportunity

Reporting to the Vice President, the Account Manager, Group Retirement is a key member of the group retirement team, responsible for providing group client service and support to new and existing DFG clients. The role will have direct client contact, and will also support the sales and service role of other team members.

Key Responsibilities

  • Work closely with group retirement team to ensure day-to-day seamless quality service and consulting is provided to our group retirement clients.
  • Develop and maintain an effective customer service plan for each group retirement client, and execute the annual plan. Customer services provided include:
    • Prepare and present annual client stewardship reports for group plans.
    • Develop and implement strategy for client’s employee education requirements. Coordinating education seminars, preparing presentations and coordinating educations sessions. Willingness to conduct education seminars (and the related occasional travel) is an asset.
  • Ensure all client documents are current and retained for easy access by all team members.
  • Prepare “Requests for Proposals” on behalf of clients when reviewing pricing, and implementing new plans. Contact insurers requesting price quotes when regular pricing reviews are required; then prepare presentation of results to clients.
  • Assist employees who request assistance with their group retirement plans. Service can include providing investment advice, retirement projections, and performing duties relating to investment advice (such as preparing investment change forms for employee investment changes).
  • Work closely with the team on client implementations (new client onboarding or existing clients moving to other insurance carriers) to ensure a smooth and seamless setup and transition.
  • Assist with the new client sales process by establishing marketing plans, preparing reports and presentations and implementation of new plans sold by DFG.
  • Completes process to ensure the fulfillment of all regulatory and compliance requirements for the Group Retirement team. 
  • Provide backup for other team members during absences.

Education and Experience

  • Demonstrated ability in providing excellent client service and on-going communication including hands-on experience completing service and implementation process (beginning to end)
  • Excellent communication skills (verbal and written)
  • Strong interpersonal skills with the ability to influence others from different backgrounds
  • Strong problem solving, analytical and mathematical skills
  • Detailed, organized and deadline oriented
  • Self-motivated and driven by desire to meet planned targets
  • Intermediate proficiency in Microsoft Office  and the ability adapt and learn new technologies
  • Knowledge of relevant products i.e. Living Benefits, Life Insurance, Group Benefits is an asset

Knowledge, Skills and Abilities

  • Minimum 3 years of experience in a similar role in the investment industry
  • Completion of a diploma or degree in business, accounting or finance, or an equivalent combination of education and experience
  • Life Licensed
  • Working towards a Certified Financial Planner (CFP) or Certified Employee Benefits Specialist (CEBS) designation is an asset
  • Working knowledge of the regulatory requirements affecting DC and DB retirement plans
  • Experience with compliance is an asset
  • Proven experience in sales is an asset, particularly in the investment industry

How to Apply

This position will remain open until the right hire is made, so please send your resume & cover letter with your “last name – Account Manager, Group Retirement” in the subject line via the application link on CPBI.  We thank all interested candidates; however only shortlisted candidates will be contacted. No employment agency calls please.