Regional director, client relations

The Regional Director, Client Relations will be responsible for leading the Client Relationship Managers (CRM) team in Ontario focused on managing and deepening relationships with National/Corporate Accounts (advisor relationships) and retirement plans within the Canada Retirement segment. This role will serve as a strategic partner to clients and advisors, ensuring exceptional service delivery, driving retention and growth, and aligning client needs with organizational capabilities.

The Regional Director will collaborate closely with internal stakeholders, for example, across Operations, Product, and Distribution to deliver a superior client and advisor experience and support the segment’s strategic objectives. The Regional Director will report directly to the VP, Client Relations.

Position Responsibilities:

Client Relationship Management & Business Partnership

• Lead and support the CRM team to drive client satisfaction, retention, and gr...