At a Glance
- Tasks: Drive client growth and engagement strategies for Canada Life's Retirement & Savings team.
- Company: Join Canada Life, a trusted leader in improving Canadians' financial well-being.
- Benefits: Enjoy competitive salary, health benefits, career development, and community involvement opportunities.
- Other info: Dynamic work environment with a focus on innovation and continuous improvement.
- Why this job: Make a real impact on clients' financial journeys while advancing your career.
- Qualifications: 7-10 years in client engagement or related leadership roles; strong collaboration skills.
The predicted salary is between 114200 - 164200 £ per year.
Client Advisory Services (CAS) is Canada Life's advice and sales organization focused on building individual relationships with plan members and clients. Our Retirement & Savings team helps bring that ambition to life by connecting plan members with advice, education and planning support throughout their financial journey. Through retirement planning, savings advice and targeted engagement programmes, we help Canadians make informed financial decisions and improve their long-term financial well-being.
Reporting to the AVP, Client Advisory Retirement & Savings, the Director, Client Growth & Engagement is responsible for driving client growth, engagement and retention outcomes across Canada Life's Retirement & Savings business. This role owns the engagement strategy that connects members to advice across key segments. Working closely with Performance Management, Marketing, Digital, Technology, and other key partners, the Director translates business objectives and member insights into targeted engagement strategies, campaigns and experiences that drive measurable business outcomes. This role also leads the team's digital strategy, test-and-learn framework, and voice of client programmes to continuously improve engagement, conversion and retention results.
What you will do
- Own the development and delivery of growth, engagement and retention strategies that support Retirement & Savings sales, client engagement, and business objectives.
- Develop and execute omni-channel campaigns, outreach strategies and targeted engagement programs to drive results.
- Develop and maintain the Retirement & Savings digital engagement strategy, identifying opportunities to improve digital experiences, communications, advice journeys and client outcomes.
- Establish and lead a test-and-learn framework that supports ongoing experimentation, innovation and continuous improvement across key business segments.
- Lead Voice of Client programs and serve as the key stakeholder for client satisfaction initiatives, including CSAT, NPS and member feedback programs within Retirement & Savings.
- Partner with Performance management to identify opportunities within the sales funnel and prioritize actions that improve results.
- Measure, monitor and report on the impact of growth and engagement initiatives.
- Collaborate with Sales, Marketing, Digital, Tech and Member Experience teams to implement initiatives.
- Partner with Client Growth & Engagement leaders across CAS to create a more connected experience for plan members and clients.
- Act as a strategic thought partner to the AVP, providing insights, recommendations and growth strategies that support the continued evolution of the Retirement & Savings business.
What you will bring
- 7-10 years of experience in growth, customer experience, client engagement, sales enablement, or related leadership roles.
- Experience designing and delivering campaigns or initiatives that drive engagement, conversion, and business growth.
- Strong understanding of customer journeys and client experience improvement practices.
- Strong understanding of Test & Learn best practices.
- Experience using data and client insights to identify opportunities and improve outcomes.
- Proven ability to manage multiple initiatives and priorities simultaneously.
- Strong collaboration and stakeholder management skills.
- Ability to translate business objectives into practical plans and measurable results.
- Experience in insurance, wealth, financial services, or a related industry.
The base salary for this position is between $114,200 - $164,200 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.
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values every day: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Director, Client Growth & Engagement, GRS in London employer: Canada Life
Canada Life is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to career development, flexible health benefits, and a supportive work culture, employees are encouraged to thrive in their roles while contributing to the community. The bilingual Customer Service Representative role offers a structured environment where you can make a meaningful impact by assisting clients with empathy and professionalism.
StudySmarter Expert Advice🤫
We think this is how you could land Director, Client Growth & Engagement, GRS in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Canada Life. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Canada Life.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Canada Life. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Director, Client Growth & Engagement, GRS in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Canada Life and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Canada Life how you can be a team player!
How to prepare for a job interview at Canada Life
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Canada Life.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Canada Life's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
